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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 %
NB
501
Norinchukin Bank
Japan
$4.16M -$93.6K -994 -2%
LSV Asset Management
502
LSV Asset Management
Illinois
$4.13M -$125M -1,324,553 -97%
CTC
503
Central Trust Company
Missouri
$4.13M -$162K -1,722 -4%
IMCOOI
504
Investment Management Corp of Ontario (IMCO)
Canada
$4.12M -$2.32M -24,642 -36%
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$4.11M +$13.7K +145 +0.3%
FNBOO
506
First National Bank of Omaha
Nebraska
$4.1M +$882K +7,563 +27%
SFA
507
Sequoia Financial Advisors
Ohio
$4.06M -$1.4M -14,853 -26%
HCMT
508
Highland Capital Management (Tennessee)
Tennessee
$4.06M -$50.9K -541 -1%
PWMAG
509
Pinnacle Wealth Management Advisory Group
New Jersey
$4.02M -$80.8K -858 -2%
SYBT
510
Stock Yards Bank & Trust
Kentucky
$4.02M +$98.4K +1,045 +3%
Tudor Investment Corp
511
Tudor Investment Corp
Connecticut
$3.98M +$3.98M +42,265 New
LNC
512
Lincoln National Corp
Pennsylvania
$3.97M -$762K -8,178 -16%
HCM
513
Hodges Capital Management
Texas
$3.96M -$1.71M -18,150 -30%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.89M -$347K -3,681 -8%
RAM
515
Roanoke Asset Management
New Jersey
$3.86M -$6.12K -65 -0.2%
CFP
516
Cypress Financial Planning
New Jersey
$3.84M +$3.84M +40,778 New
CWP
517
Cyndeo Wealth Partners
Florida
$3.84M +$1.44M +15,311 +60%
MIA
518
MainStreet Investment Advisors
Illinois
$3.82M -$497K -5,276 -11%
DR
519
Davis Rea
Ontario, Canada
$3.79M +$3.79M +40,300 New
TRCT
520
Tower Research Capital (TRC)
New York
$3.77M -$12.3M -130,277 -77%
NMIMC
521
Northwestern Mutual Investment Management Company
Wisconsin
$3.74M -$23.5K -250 -0.6%
SPC
522
Sigma Planning Corp
Michigan
$3.74M +$1.96M +20,857 +111%
MFA
523
Mayflower Financial Advisors
Massachusetts
$3.72M -$115K -1,219 -3%
CC
524
Carlson Capital
Texas
$3.72M +$3.72M +39,500 New
USAA
525
United Services Automobile Association
Texas
$3.71M – – –
19 20
21
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