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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 %
HCM
76
Hamlin Capital Management
New York
$132M 1,401,133 +1,241 +0.1%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$125M 1,421,155 +143,914 +11%
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$123M 1,301,835 +1,116,058 +601%
EWM
79
Evercore Wealth Management
New York
$122M 1,298,565 +23,960 +2%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$121M 1,280,954 +16,414 +1%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$120M 1,278,363 +979,778 +328%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$119M 1,264,690 -46,775 -4%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$116M 1,228,834 +1,100 +0.1%
LPL Financial
84
LPL Financial
California
$115M 1,216,881 +52,554 +5%
American Century Companies
85
American Century Companies
Missouri
$113M 1,198,174 -131,538 -10%
Fayez Sarofim & Co
86
Fayez Sarofim & Co
Texas
$109M 1,158,776 -300,634 -21%
TAF
87
Tredje AP-fonden
Sweden
$108M 1,143,073 +401,000 +54%
Holocene Advisors
88
Holocene Advisors
New York
$107M 1,134,974 +762,156 +204%
CB
89
Commerce Bank
Missouri
$105M 1,119,184 +120,252 +12%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$102M 1,079,431 -24,841 -2%
Artisan Partners
91
Artisan Partners
Wisconsin
$99.5M 1,056,301 -3,075 -0.3%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$98.8M 1,049,007 -2,026 -0.2%
DLA
93
Douglas Lane & Associates
New York
$97.8M 1,038,765 -1,650 -0.2%
Millennium Management
94
Millennium Management
New York
$97.7M 1,037,719 +441,247 +74%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$93M 987,565 -173,043 -15%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$92.9M 986,232 -96,462 -9%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$88.4M 939,065 +35,114 +4%
Prudential Financial
98
Prudential Financial
New Jersey
$87.9M 933,367 -640,737 -41%
Swedbank
99
Swedbank
Sweden
$87.6M 929,887 +13,025 +1%
Aristotle Capital Management
100
Aristotle Capital Management
California
$87.3M 927,000 – –
2 3
4
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