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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
401
Fiduciary Alliance
South Carolina
$8.22M +$547K +5,751 +7%
OAC
402
OMERS Administration Corp
Ontario, Canada
$8.22M +$8.05M +84,553 New
RCMU
403
Rokos Capital Management (UK)
United Kingdom
$8.19M -$33.7M -353,518 -81%
TCBWMS
404
Texas Capital Bank Wealth Management Services
Texas
$8.05M +$364K +3,829 +5%
AG
405
Advocate Group
Minnesota
$8.05M +$104K +1,095 +1%
MIG
406
McGuire Investment Group
Rhode Island
$7.94M +$3.33K +35 +0%
CWM
407
Calamos Wealth Management
Illinois
$7.9M -$5.24M -55,096 -40%
FCI
408
Financial Counselors Inc
Kansas
$7.87M +$458K +4,809 +6%
SA
409
SpiderRock Advisors
Delaware
$7.81M +$2.12M +22,285 +38%
TI
410
Tidal Investments
Wisconsin
$7.81M +$1.91M +20,083 +33%
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$7.8M -$73.6K -773 -1%
AMI
412
Amica Mutual Insurance
Rhode Island
$7.73M
CAC
413
Core Alternative Capital
Georgia
$7.71M -$1.07M -11,264 -12%
DADC
414
D.A. Davidson & Co
Montana
$7.68M -$397K -4,170 -5%
PSP
415
Principal Street Partners
Tennessee
$7.67M -$18.3K -192 -0.2%
TCM
416
Teza Capital Management
Illinois
$7.61M +$5.84M +61,331 +361%
AWM
417
Avitas Wealth Management
California
$7.54M +$30.4K +319 +0.4%
GCA
418
Greenwood Capital Associates
South Carolina
$7.53M +$146K +1,529 +2%
HC
419
Hourglass Capital
Texas
$7.5M -$199K -2,095 -3%
IAN
420
Integrated Advisors Network
Texas
$7.48M +$601K +6,311 +9%
WIA
421
Westbourne Investment Advisors
Maryland
$7.42M -$12.4K -130 -0.2%
QCM
422
Quantinno Capital Management
New York
$7.33M +$1.89M +19,844 +36%
A
423
Allianz
Germany
$7.23M -$90.7K -953 -1%
OLA
424
Oliver Luxxe Assets
New Jersey
$7.16M +$762 +8 +0%
BBI
425
Baxter Bros Inc
Connecticut
$7.12M +$429K +4,502 +7%