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Morgan Stanley
MS

Overview Fund Activity

1,779 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, 682 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.79%
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
682
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$419M
2
Capital International Investors
Capital International Investors
California
+$375M
3
Norges Bank
Norges Bank
Norway
+$282M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$234M
5
Barclays
Barclays
United Kingdom
+$195M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$979M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$910M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$642M
4
Morgan Stanley
Morgan Stanley
New York
-$535M
5
State Street
State Street
Massachusetts
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
951
Rockland Trust
Massachusetts
$864K -$5.74K -61 -0.7%
PGIM
952
Pacific Global Investment Management
California
$863K +$863K +9,169 New
CPC
953
Cookson Peirce & Co
Pennsylvania
$862K +$30.2K +321 +4%
BONH
954
Bank of New Hampshire
New Hampshire
$855K -$143K -1,523 -14%
FMC
955
First Merchants Corp
Indiana
$847K +$847K +8,998 New
DT
956
Diversified Trust
Tennessee
$843K -$352K -3,734 -29%
JE
957
JMAC Enterprises
Pennsylvania
$838K +$471K +5,000 +128%
OCM
958
Orion Capital Management
California
$833K +$28.2K +300 +4%
FNFDCM
959
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$830K – – –
CW
960
CreativeOne Wealth
Kansas
$830K +$489K +5,194 +144%
SC
961
Sapient Capital
Indiana
$828K -$34M -360,748 -98%
CCG
962
Cypress Capital Group
Florida
$825K +$825K +8,759 New
PCM
963
Pennsylvania Capital Management
Pennsylvania
$825K -$32.6K -346 -4%
KA
964
KLCM Advisors
Wisconsin
$823K +$148K +1,572 +22%
CCP
965
Carmel Capital Partners
California
$816K +$816K +8,663 New
EGA
966
E&G Advisors
Texas
$816K +$94 +1 +0%
CFG
967
Cooper Financial Group
California
$814K +$42.1K +447 +5%
NG
968
Norden Group
Utah
$812K +$281K +2,981 +53%
GLA
969
Good Life Advisors
Pennsylvania
$806K +$282 +3 +0%
NVIM
970
New Vernon Investment Management
Illinois
$805K – – –
TPWA
971
TRUE Private Wealth Advisors
Oregon
$805K -$6.12K -65 -0.8%
WPC
972
Wedmont Private Capital
Pennsylvania
$798K +$78.4K +833 +11%
Empower Advisory Group
973
Empower Advisory Group
Colorado
$797K +$143K +1,520 +22%
DC
974
Davenport & Co
Virginia
$794K -$8.19K -87 -1%
WIC
975
Woodmont Investment Counsel
Tennessee
$791K +$196K +2,078 +33%
37 38
39
40 41