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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 %
CCG
451
Ceeto Capital Group
Florida
$5.59M +$107K +1,150 +2%
Assenagon Asset Management
452
Assenagon Asset Management
Luxembourg
$5.55M -$268K -2,875 -5%
SG Americas Securities
453
SG Americas Securities
New York
$5.5M -$1.52M -16,330 -22%
TI
454
Tidal Investments
Wisconsin
$5.47M +$2.8M +30,005 +105%
TC
455
TownSquare Capital
Utah
$5.44M +$57.5K +617 +1%
LCM
456
Logan Capital Management
Pennsylvania
$5.41M -$1.4M -14,999 -21%
SFA
457
Sequoia Financial Advisors
Ohio
$5.4M +$2.98M +31,954 +123%
MHC
458
Meyer Handelman Company
New York
$5.39M -$308K -3,300 -5%
CCM
459
Coldstream Capital Management
Washington
$5.38M +$82.2K +882 +2%
BCV
460
Banque Cantonale Vaudoise
Switzerland
$5.37M -$175K -1,880 -3%
GT
461
Glenview Trust
Kentucky
$5.34M -$207K -2,216 -4%
BPA
462
Beacon Pointe Advisors
California
$5.31M -$300K -3,217 -5%
GA
463
Geller Advisors
New York
$5.25M +$3.54K +38 +0.1%
OSNBOA
464
Old Second National Bank of Aurora
Illinois
$5.24M -$82.1K -880 -2%
GIA
465
Gladstone Institutional Advisory
Florida
$5.23M +$2.6M +27,879 +99%
CIS
466
Capital International Sarl
California
$5.21M +$535K +5,742 +11%
FIA
467
Foundations Investment Advisors
Arizona
$5.16M +$82.7K +953 +2%
FHB
468
First Hawaiian Bank
Hawaii
$5.12M +$89.9K +964 +2%
VMPIC
469
Varma Mutual Pension Insurance Co
Finland
$5.05M +$915K +9,815 +22%
SF
470
Synovus Financial
Georgia
$5.04M -$3.71M -39,800 -42%
PI
471
Putnam Investments
Massachusetts
$5.02M -$14.5M -155,189 -74%
SCA
472
Sandy Cove Advisors
Massachusetts
$5M -$296K -3,172 -6%
PA
473
Parallel Advisors
California
$4.99M -$241K -2,588 -5%
LIP
474
Lighthouse Investment Partners
Florida
$4.97M +$4.97M +53,334 New
BF
475
BOK Financial
Oklahoma
$4.96M -$2.4M -25,715 -33%
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