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Morgan Stanley
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Overview Fund Activity

1,743 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, 709 reducing their positions, and 122 closing their positions.

Holders
1,743
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
709
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
5
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
4
DZ Bank
Germany
$123M
5
Franklin Resources
5
Franklin Resources
California
$786M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$786M 8,426,697 -3,106,684 -27%
Legal & General Group
27
Legal & General Group
United Kingdom
$783M 8,398,690 -66,157 -0.8%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$739M 7,924,548 +135,852 +2%
UBS Group
29
UBS Group
Switzerland
$675M 7,236,830 -314,900 -4%
Capital World Investors
30
Capital World Investors
California
$672M 7,207,324 +32,152 +0.4%
Boston Partners
31
Boston Partners
Massachusetts
$659M 7,094,388 +1,195,258 +20%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$649M 6,958,823 -63,306 -0.9%
Barclays
33
Barclays
United Kingdom
$620M 6,645,595 +2,591,036 +64%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$616M 6,580,561 +9,003 +0.1%
UBS AM
35
UBS AM
Illinois
$559M 5,999,271 +85,231 +1%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M 5,499,919 +5,499,919 New
Amundi
37
Amundi
France
$501M 5,424,332 +810,805 +18%
Principal Financial Group
38
Principal Financial Group
Iowa
$464M 4,973,545 -178,834 -3%
Wells Fargo
39
Wells Fargo
California
$453M 4,852,791 -71,788 -1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$368M 3,948,333 -66,961 -2%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$354M 3,796,054 +696,799 +22%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$312M 3,341,977 -114,630 -3%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$299M 3,201,513 +3,188,236 +24,013%
Deutsche Bank
44
Deutsche Bank
Germany
$288M 3,086,216 +238,241 +8%
CS
45
Credit Suisse
Switzerland
$288M 3,083,520 +165,643 +6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$277M 2,968,279 -38,960 -1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$274M 2,940,495 -124,148 -4%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$261M 2,799,202 -316,823 -10%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$236M 2,535,022 -21,740 -0.9%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$234M 2,513,778 -622,418 -20%
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