Morgan Stanley
1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.
101% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 122
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
14% more capital invested
Capital invested by funds: $113B → $129B (+$16.1B)
14% more call options, than puts
Call options by funds: $4.5B | Put options by funds: $3.95B
6% more funds holding
Funds holding: 1,664 → 1,757 (+93)
0.93% more ownership
Funds ownership: 83.24% → 84.17% (+0.93%)
16% less repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 713
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$578M |
| 2 |
Morgan Stanley
New York
|
+$467M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$451M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$440M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$623M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$508M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$498M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$373M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$249M |
MS Hedge Fund Activity: Q4 2023 in Review
1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.
- 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
- Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
- 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
- The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
- The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.
Based on aggregated 13F filings for Q4 2023.