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Morgan Stanley
MS

Overview Fund Activity

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$674M
2
Morgan Stanley
Morgan Stanley
New York
+$545M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$525M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$513M
5
Invesco
Invesco
Georgia
+$383M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$726M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$592M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$580M
4
DZ Bank
DZ Bank
Germany
-$435M
5
Franklin Resources
Franklin Resources
California
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
1201
DT Investment Partners
Pennsylvania
$397K – – –
PIA
1202
Powell Investment Advisors
Florida
$397K +$4.2K +45 +1%
ST
1203
Smithfield Trust
Pennsylvania
$395K – – –
HI
1204
Hudock Inc
Pennsylvania
$394K +$48.3K +518 +14%
SM
1205
Salzhauer Michael
$394K -$172K -1,842 -30%
EFA
1206
Evernest Financial Advisors
Indiana
$392K +$392K +4,204 New
MAM
1207
Morse Asset Management
Connecticut
$392K -$810K -8,674 -67%
SIC
1208
Samalin Investment Counsel
New York
$390K +$8.49K +91 +2%
AGP
1209
Autumn Glory Partners
Texas
$390K +$45.6K +530 +13%
SCI
1210
Silver Coast Investments
United States
$389K +$389K +4,173 New
AC
1211
Allstate Corporation
Illinois
$389K -$76.1K -816 -16%
APP
1212
Avantax Planning Partners
Iowa
$388K +$2.98K +32 +0.8%
ZB
1213
Zions Bancorporation
Utah
$388K -$28.4K -305 -7%
CP
1214
Canopy Partners
Ohio
$387K +$387K +4,147 New
AWAP
1215
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$385K – – –
LAM
1216
L2 Asset Management
Massachusetts
$384K +$377K +4,045 +5,697%
JIC
1217
Johnson Investment Counsel
Ohio
$383K +$44.4K +476 +13%
HIA
1218
Harbor Investment Advisory
Maryland
$382K -$543K -5,823 -59%
PCIG
1219
Partners Capital Investment Group
Massachusetts
$382K -$234K -2,505 -38%
AF
1220
Apexium Financial
Texas
$381K +$116K +1,246 +44%
MAM
1221
Meeder Asset Management
Ohio
$380K +$22.6K +242 +6%
SFP
1222
Shepherd Financial Partners
Massachusetts
$380K -$25.8K -277 -6%
H
1223
HoyleCohen
California
$379K +$44.2K +474 +13%
BCM
1224
Brown Capital Management
Maryland
$378K -$159K -1,708 -30%
BCA
1225
Bay Colony Advisors
Massachusetts
$378K +$15.6K +167 +4%
47 48
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