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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 %
SCA
826
Snowden Capital Advisors
New York
$1.18M -$4.32M -46,330 -79%
PA
827
Procyon Advisors
Connecticut
$1.18M +$286K +3,066 +32%
SACTSONJ
828
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M – – –
VCA
829
Verdence Capital Advisors
Maryland
$1.17M +$24.9K +267 +2%
SEIA
830
Signature Estate & Investment Advisors
California
$1.17M -$45M -482,807 -97%
CT
831
Columbia Trust
Oregon
$1.17M +$79.9K +857 +7%
PIM
832
Penobscot Investment Management
Massachusetts
$1.16M -$16K -172 -1%
BCP
833
Berkeley Capital Partners
Georgia
$1.14M -$128K -1,370 -10%
JFG
834
Jefferies Financial Group
New York
$1.14M -$3.51M -37,633 -75%
VCM
835
Viewpoint Capital Management
Washington
$1.14M – – –
QC
836
Quent Capital
New York
$1.14M +$60K +643 +6%
GAMC
837
Garner Asset Management Corp
Texas
$1.12M +$29.2K +343 +3%
PI
838
Parkside Investments
Illinois
$1.12M +$373K +4,000 +50%
ADIM
839
Alpha DNA Investment Management
Maryland
$1.11M +$4.85K +52 +0.4%
ZIG
840
Zullo Investment Group
Pennsylvania
$1.11M -$46.3K -497 -4%
DAM
841
Delta Asset Management
Tennessee
$1.11M -$2.33K -25 -0.2%
Luther King Capital Management (LKCM)
842
Luther King Capital Management (LKCM)
Texas
$1.11M -$453K -4,860 -29%
PFSC
843
Peoples Financial Services Corp
Pennsylvania
$1.11M -$186 -2 -0%
LSA
844
Lansing Street Advisors
Pennsylvania
$1.1M +$1.1M +11,844 New
BAM
845
Berkshire Asset Management
Pennsylvania
$1.1M -$1.96K -21 -0.2%
SAM
846
Silvercrest Asset Management
New York
$1.1M +$152K +1,631 +16%
WT
847
Washington Trust
Rhode Island
$1.09M +$71K +761 +7%
FFN
848
Focus Financial Network
Minnesota
$1.09M +$795K +8,524 +273%
PWP
849
Principle Wealth Partners
Connecticut
$1.09M +$559 +6 +0.1%
CWAG
850
Compton Wealth Advisory Group
Virginia
$1.08M +$28.5K +306 +3%
32 33
34
35 36