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Morgan Stanley
MS

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 %
UE
51
Unisphere Establishment
Liechtenstein
$221M 2,365,000 +2,365,000 New
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$219M 2,344,721 -1,163,128 -33%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$211M 2,260,058 +671,543 +42%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$208M 2,226,750 -23,917 -1%
CCM
55
Cullen Capital Management
New York
$201M 2,156,633 -736,800 -25%
First Trust Advisors
56
First Trust Advisors
Illinois
$201M 2,151,008 +152,337 +8%
National Pension Service
57
National Pension Service
South Korea
$189M 2,022,035 +40,583 +2%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$185M 1,987,524 +9,260 +0.5%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$179M 1,923,327 +81,267 +4%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$179M 1,918,298 -11,940 -0.6%
Corient Private Wealth
61
Corient Private Wealth
Florida
$174M 1,865,481 -163,296 -8%
FI
62
Focused Investors
California
$168M 1,800,350 -10,500 -0.6%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$166M 1,775,077 -71,226 -4%
Primecap Management
64
Primecap Management
California
$165M 1,770,204 -773,009 -30%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$159M 1,706,610 -382,760 -18%
Fidelity International
66
Fidelity International
Bermuda
$154M 1,653,416 -26,000 -2%
RJA
67
Raymond James & Associates
Florida
$151M 1,617,971 -66,440 -4%
Jane Street
68
Jane Street
New York
$145M 1,559,142 -985,122 -39%
Prudential Financial
69
Prudential Financial
New Jersey
$144M 1,574,104 +172,176 +12%
HCM
70
Hamlin Capital Management
New York
$131M 1,399,892 +72,801 +5%
Stifel Financial
71
Stifel Financial
Missouri
$130M 1,398,729 +51,366 +4%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$129M 1,385,130 +275,183 +25%
LSV Asset Management
73
LSV Asset Management
Illinois
$128M 1,368,453 -57,046 -4%
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$125M 1,459,410 +1,666 +0.1%
Citigroup
75
Citigroup
New York
$125M 1,340,684 -737,228 -35%
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