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Morgan Stanley
MS

Overview Fund Activity

1,779 hedge funds and large institutions have $127B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 696 increasing their positions, 682 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.79%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
168
Increased
696
Reduced
682
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
Capital International Investors
California
$2.68B
3
Norges Bank
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$286M
5
Barclays
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
$972M
4
Morgan Stanley
Morgan Stanley
New York
$563M
5
State Street
State Street
Massachusetts
$10.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
426
Bernzott Capital Advisors
California
$6.91M +$1.98M +21,020 +40%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$6.86M -$330K -3,500 -5%
HAI
428
Hennessy Advisors Inc
California
$6.85M +$188K +2,000 +3%
BA
429
Baugh & Associates
Georgia
$6.83M -$19.3K -205 -0.3%
CJL
430
Cyrus J. Lawrence
New York
$6.78M +$6.78M +71,987 New
IAN
431
Integrated Advisors Network
Texas
$6.65M +$3.56M +37,856 +116%
GAB
432
German American Bancorp
Indiana
$6.62M +$485K +5,155 +8%
LCM
433
Logan Capital Management
Pennsylvania
$6.47M +$1.01M +10,737 +19%
BBI
434
Baxter Bros Inc
Connecticut
$6.47M +$81.4K +864 +1%
AFG
435
Albion Financial Group
Utah
$6.37M +$191K +2,026 +3%
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$6.18M -$60K -637 -1%
ISB
437
Iowa State Bank
Iowa
$6.07M +$145K +1,538 +2%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$6.06M -$3.27M -34,687 -35%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$6M -$386K -4,100 -6%
Wolverine Trading
440
Wolverine Trading
Illinois
$6M -$53.8M -571,634 -90%
TC
441
TownSquare Capital
Utah
$5.92M +$431K +4,573 +8%
HT
442
Heritage Trust
Oklahoma
$5.87M +$141K +1,496 +2%
Lido Advisors
443
Lido Advisors
California
$5.86M -$669K -7,107 -10%
SCM
444
Sandler Capital Management
New York
$5.74M +$5.74M +60,950 New
PCA
445
Providence Capital Advisors
North Carolina
$5.69M +$5.69M +60,400 New
TI
446
Tidal Investments
Wisconsin
$5.67M +$144K +1,524 +3%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$5.59M -$14.9K -158 -0.3%
XWM
448
Xcel Wealth Management
Florida
$5.55M -$152K -1,610 -3%
BCM
449
Becker Capital Management
Oregon
$5.55M -$200K -2,120 -3%
CCP
450
Cunning Capital Partners
North Carolina
$5.54M +$2.2M +23,400 +66%
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