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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 %
ERWM
476
Elk River Wealth Management
Colorado
$4.94M -$10.5K -113 -0.2%
LSWM
477
Lorne Steinberg Wealth Management
Canada
$4.91M -$14.8K -159 -0.3%
AAM
478
Aureus Asset Management
Massachusetts
$4.91M +$432K +4,629 +10%
DCM
479
Donaldson Capital Management
Indiana
$4.9M +$39.7K +426 +0.8%
BCA
480
Bernzott Capital Advisors
California
$4.89M -$53.6K -575 -1%
MGP
481
Metis Global Partners
California
$4.88M -$552K -5,924 -10%
AWS
482
Atria Wealth Solutions
New York
$4.83M +$19.7K +211 +0.4%
CIG
483
Consolidated Investment Group
Colorado
$4.81M – – –
IFAM
484
Institutional & Family Asset Management
Colorado
$4.8M -$51.3K -550 -1%
TCA
485
Trifecta Capital Advisors
Illinois
$4.8M +$79.7K +855 +2%
MLICM
486
Metropolitan Life Insurance Company (MetLife)
New York
$4.8M -$125K -1,345 -3%
CI
487
Capital International
California
$4.72M +$180K +1,927 +4%
LNC
488
Lincoln National Corp
Pennsylvania
$4.7M +$272K +2,941 +6%
HNB
489
Huntington National Bank
Ohio
$4.68M +$521K +5,591 +13%
EOJOAM
490
E. Ohman J:or Asset Management
Sweden
$4.56M -$802K -8,600 -15%
Los Angeles Capital Management
491
Los Angeles Capital Management
California
$4.55M +$3.92M +42,033 +623%
First Manhattan
492
First Manhattan
New York
$4.52M +$45.2K +485 +1%
Verition Fund Management
493
Verition Fund Management
Connecticut
$4.47M -$1.72M -18,406 -28%
LFAS
494
Level Four Advisory Services
Texas
$4.44M +$114K +1,223 +3%
BP
495
Ballentine Partners
Massachusetts
$4.44M -$2.14M -22,944 -33%
EF
496
Empirical Finance
Pennsylvania
$4.37M -$1.77K -19 -0%
DLCIG
497
D.L. Carlson Investment Group
New Hampshire
$4.37M -$987K -11,518 -18%
JWM
498
Jupiter Wealth Management
Colorado
$4.33M +$497K +5,331 +13%
AIP
499
Ameritas Investment Partners
Nebraska
$4.3M -$143K -1,532 -3%
MIA
500
MainStreet Investment Advisors
Illinois
$4.28M -$10.9K -117 -0.3%
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