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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 %
NMIMC
526
Northwestern Mutual Investment Management Company
Wisconsin
$3.73M -$24.9K -267 -0.7%
HWAM
527
Hennion & Walsh Asset Management
New Jersey
$3.71M -$498K -5,339 -12%
RCM
528
RNC Capital Management
California
$3.71M -$422K -4,521 -10%
VC
529
Vestor Capital
Illinois
$3.68M -$381K -4,084 -9%
USAA
530
United Services Automobile Association
Texas
$3.67M +$364K +3,907 +11%
GI
531
GLOBALT Investments
Georgia
$3.67M +$3.67M +39,318 New
AIMCA
532
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.66M +$1M +10,725 +38%
UCFA
533
United Capital Financial Advisors
Texas
$3.64M +$2.13M +22,859 +141%
DIA
534
Dana Investment Advisors
Wisconsin
$3.52M -$366K -3,924 -9%
P
535
Pitcairn
Pennsylvania
$3.52M +$888K +9,528 +34%
GS
536
GTS Securities
New York
$3.51M +$2.25M +24,134 +178%
CHC
537
City Holding Co
West Virginia
$3.49M +$140K +1,498 +4%
SIG
538
Stonegate Investment Group
Alabama
$3.48M -$2.95M -31,643 -46%
WANY
539
Wealthspire Advisors (New York)
New York
$3.46M -$50.1K -537 -1%
IAA
540
Independent Advisor Alliance
North Carolina
$3.45M -$131K -1,402 -4%
PP
541
Patten & Patten
Tennessee
$3.43M -$72.9K -782 -2%
MIM
542
Morningstar Investment Management
Illinois
$3.41M +$3.03M +32,542 +802%
SWM
543
Sculati Wealth Management
Michigan
$3.4M -$3.26K -35 -0.1%
AIMC
544
Alley Investment Management Company
Illinois
$3.36M – – –
LM
545
Lincluden Management
Ontario, Canada
$3.35M -$44.2K -474 -1%
HAG
546
HighPoint Advisor Group
Illinois
$3.35M +$3.35M +36,794 New
VIM
547
Vinva Investment Management
Australia
$3.33M +$734K +7,839 +28%
SFI
548
Siemens Fonds Invest
Germany
$3.31M +$74.5K +799 +2%
CCP
549
Cunning Capital Partners
North Carolina
$3.31M – – –
KJHP
550
K.J. Harrison & Partners
Ontario, Canada
$3.26M +$273K +2,931 +9%
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