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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 %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$236M 2,511,141 -23,881 -0.9%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$227M 2,412,962 +489,635 +25%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$214M 2,276,038 +15,980 +0.7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$213M 2,259,448 +32,698 +1%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$209M 2,224,521 +306,223 +16%
National Pension Service
56
National Pension Service
South Korea
$194M 2,055,561 +33,526 +2%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$188M 1,998,960 +696,052 +53%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$187M 1,984,287 -3,237 -0.2%
UE
59
Unisphere Establishment
Liechtenstein
$184M 1,950,000 -415,000 -18%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$184M 1,949,578 -849,624 -30%
Corient Private Wealth
61
Corient Private Wealth
Florida
$175M 1,856,553 -8,928 -0.5%
Citigroup
62
Citigroup
New York
$161M 1,712,317 +371,633 +28%
RJA
63
Raymond James & Associates
Florida
$160M 1,700,118 +82,147 +5%
FI
64
Focused Investors
California
$160M 1,696,200 -104,150 -6%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$154M 1,633,010 -73,600 -4%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$152M 1,611,982 -163,095 -9%
Primecap Management
67
Primecap Management
California
$148M 1,568,714 -201,490 -11%
Macquarie Group
68
Macquarie Group
Australia
$144M 1,530,120 +508,967 +50%
Stifel Financial
69
Stifel Financial
Missouri
$144M 1,525,219 +126,490 +9%
DZ Bank
70
DZ Bank
Germany
$143M 1,523,115 +202,600 +15%
Fidelity International
71
Fidelity International
Bermuda
$142M 1,506,799 -146,617 -9%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$138M 1,469,432 +258,510 +21%
Federated Hermes
73
Federated Hermes
Pennsylvania
$137M 1,454,586 +238,833 +20%
Aberdeen Group
74
Aberdeen Group
United Kingdom
$136M 1,440,786 +55,656 +4%
Canada Life
75
Canada Life
Manitoba, Canada
$134M 1,420,042 +90,261 +7%
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