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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 %
BSA
976
Bull Street Advisors
Georgia
$772K -$2.83K -30 -0.4%
PL
977
Perpetual Ltd
Australia
$771K -$4.43K -47 -0.6%
BFEC
978
Benjamin F. Edwards & Company
Missouri
$768K +$157K +1,666 +26%
IWM
979
IHT Wealth Management
Illinois
$764K -$63.6K -675 -8%
CCM
980
Corsair Capital Management
New York
$759K -$10.3K -109 -1%
PPP
981
Private Portfolio Partners
New Jersey
$758K -$2.92K -31 -0.4%
CIM
982
CIM Investment Management
Pennsylvania
$758K – – –
CPC
983
Congress Park Capital
New York
$753K -$141K -1,498 -16%
RAM
984
Ramirez Asset Management
New York
$752K +$1.04K +11 +0.1%
FMP
985
Financial Management Professionals
Texas
$747K +$56.4K +599 +8%
BB
986
Berkshire Bank
Massachusetts
$746K +$11.9K +126 +2%
ADL
987
Asset Dedication LLC
California
$743K -$10.1K -108 -1%
1832 Asset Management
988
1832 Asset Management
Ontario, Canada
$743K +$3.3K +35 +0.4%
OA
989
Operose Advisors
Wisconsin
$743K +$386K +4,100 +108%
CAM
990
Cidel Asset Management
Ontario, Canada
$740K +$56.8K +603 +8%
WPW
991
Waldron Private Wealth
Pennsylvania
$740K +$91.9K +976 +14%
MFG
992
MidWestOne Financial Group
Iowa
$734K +$1.7K +18 +0.2%
AWM
993
AE Wealth Management
Kansas
$730K -$7.1M -75,417 -91%
SDAM
994
Shulman DeMeo Asset Management
New York
$730K +$4.52K +48 +0.6%
NSIM
995
North Star Investment Management
Illinois
$726K – – –
BCG
996
Breakwater Capital Group
New Jersey
$719K -$16.1K -171 -2%
SCM
997
Suvretta Capital Management
New York
$719K +$268K +2,841 +59%
BFG
998
Beacon Financial Group
Texas
$719K -$85.7K -910 -11%
HH
999
Hilltop Holdings
Texas
$716K +$23.4K +248 +3%
CB
1000
CNB Bank
Pennsylvania
$715K +$334K +3,547 +88%
38 39
40
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