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Morgan Stanley
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Overview Fund Activity

1,778 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, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
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
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

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

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$783M 8,320,355 -78,335 -0.9%
Boston Partners
27
Boston Partners
Massachusetts
$673M 7,151,492 +57,104 +0.8%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$651M 6,908,721 -50,102 -0.7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$621M 6,643,561 +63,000 +1%
Franklin Resources
30
Franklin Resources
California
$614M 6,521,133 -1,905,564 -23%
Morgan Stanley
31
Morgan Stanley
New York
$563M 5,977,230 -5,686,878 -49%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$561M 5,960,411 -1,964,137 -25%
UBS AM
33
UBS AM
Illinois
$561M 5,952,840 -46,431 -0.8%
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$548M 5,816,843 +316,924 +6%
Capital World Investors
35
Capital World Investors
California
$528M 5,609,164 -1,598,160 -22%
Amundi
36
Amundi
France
$522M 5,717,550 +293,218 +5%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$491M 5,215,415 +2,013,902 +63%
Principal Financial Group
38
Principal Financial Group
Iowa
$440M 4,669,089 -304,456 -6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$431M 4,579,519 -10,393,041 -69%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$371M 3,936,453 +1,591,732 +68%
Wells Fargo
41
Wells Fargo
California
$368M 3,906,405 -946,386 -20%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$338M 3,591,996 -356,337 -9%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$330M 3,509,349 -286,705 -8%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$317M 3,363,809 +21,832 +0.7%
Deutsche Bank
45
Deutsche Bank
Germany
$310M 3,296,794 +210,578 +7%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$286M 3,040,766 +2,484,815 +447%
CS
47
Credit Suisse
Switzerland
$285M 3,023,296 -60,224 -2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$276M 2,931,728 -36,551 -1%
AllianceBernstein
49
AllianceBernstein
Tennessee
$273M 2,900,166 -40,329 -1%
CCM
50
Cullen Capital Management
New York
$255M 2,706,302 +549,669 +25%
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