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Morgan Stanley
MS

Overview Fund Activity

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$674M
2
Morgan Stanley
Morgan Stanley
New York
+$545M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$525M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$513M
5
Invesco
Invesco
Georgia
+$383M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$726M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$592M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$580M
4
DZ Bank
DZ Bank
Germany
-$435M
5
Franklin Resources
Franklin Resources
California
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
426
Hennessy Advisors Inc
California
$6.59M -$112K -1,200 -2%
Lido Advisors
427
Lido Advisors
California
$6.47M +$597K +6,407 +10%
IMCOOI
428
Investment Management Corp of Ontario (IMCO)
Canada
$6.38M +$2.71M +29,030 +74%
BBI
429
Baxter Bros Inc
Connecticut
$6.33M +$71.3K +765 +1%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$6.32M – – –
TCBWMS
431
Texas Capital Bank Wealth Management Services
Texas
$6.29M -$160K -1,717 -2%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$6.18M -$4.39M -47,116 -42%
AMI
433
Amica Mutual Insurance
Rhode Island
$6.17M – – –
WBC
434
Westpac Banking Corp
Australia
$6.17M -$3.99M -42,823 -39%
KHLMVGHM
435
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.14M +$6.14M +65,857 New
AFG
436
Albion Financial Group
Utah
$6.12M -$85K -912 -1%
GAB
437
German American Bancorp
Indiana
$6.08M -$312K -3,349 -5%
HVIA
438
Hudson Valley Investment Advisors
New York
$6.05M -$117K -1,251 -2%
SPIA
439
Steward Partners Investment Advisory
New York
$6.03M +$868K +9,310 +17%
PWP
440
Private Wealth Partners
California
$5.97M +$440K +4,723 +8%
ISB
441
Iowa State Bank
Iowa
$5.86M +$17.9K +192 +0.3%
GCA
442
Greenwood Capital Associates
South Carolina
$5.85M +$970K +10,402 +20%
PSP
443
Principal Street Partners
Tennessee
$5.73M -$432K -4,631 -7%
IMRF
444
Illinois Municipal Retirement Fund
Illinois
$5.71M – – –
SFM
445
Signet Financial Management
New Jersey
$5.7M -$31.4K -337 -0.5%
LSA
446
L & S Advisors
California
$5.69M +$5.69M +61,056 New
BCM
447
Becker Capital Management
Oregon
$5.69M -$179K -1,924 -3%
HT
448
Heritage Trust
Oklahoma
$5.68M +$320K +3,434 +6%
XWM
449
Xcel Wealth Management
Florida
$5.65M +$1.49M +15,966 +36%
HCM
450
Hodges Capital Management
Texas
$5.61M +$3.28M +35,147 +141%
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