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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$143M +$17.9M +188,404 +15%
Aberdeen Group
77
Aberdeen Group
United Kingdom
$142M +$2.42M +25,395 +2%
LPL Financial
78
LPL Financial
California
$137M +$18.3M +192,027 +16%
Fidelity International
79
Fidelity International
Bermuda
$136M -$10.6M -111,143 -7%
HCM
80
Hamlin Capital Management
New York
$135M -$1.34M -14,042 -1%
Federated Hermes
81
Federated Hermes
Pennsylvania
$133M -$7.81M -82,004 -6%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$129M +$45.6M +478,956 +56%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$126M -$419K -4,398 -0.3%
EWM
84
Evercore Wealth Management
New York
$126M -$608K -6,387 -0.5%
TAF
85
Tredje AP-fonden
Sweden
$118M +$7.1M +74,600 +7%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$117M -$5.38M -56,473 -4%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$117M -$2.71M -28,500 -2%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$113M -$24.1M -253,541 -18%
American Century Companies
89
American Century Companies
Missouri
$112M -$4.21M -44,264 -4%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$110M +$5.44M +57,156 +5%
Artisan Partners
91
Artisan Partners
Wisconsin
$110M +$6.75M +70,875 +7%
Bessemer Group
92
Bessemer Group
New Jersey
$109M +$32.8M +344,454 +44%
CB
93
Commerce Bank
Missouri
$109M +$159K +1,666 +0.1%
DLA
94
Douglas Lane & Associates
New York
$100M -$701K -7,362 -0.7%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$99.5M +$14.2M +149,196 +17%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$97.7M -$4.19M -44,055 -4%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$96M +$107K +1,125 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$95.2M +$32.8M +344,371 +54%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$92.1M +$841K +8,840 +0.9%
Squarepoint
100
Squarepoint
New York
$90.4M +$44.2M +463,997 +100%