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Morgan Stanley
MS

Overview Fund Activity

1,743 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, 709 reducing their positions, and 122 closing their positions.

Holders
1,743
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
709
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
5
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
4
DZ Bank
Germany
$123M
5
Franklin Resources
5
Franklin Resources
California
$786M
Name Market Value Shares Shares
Change 		Shares
Change %
Swedbank
101
Swedbank
Sweden
$85.5M 916,862 -69,147 -7%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$84.3M 903,951 -144,248 -14%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$81.2M 870,438 -40,792 -4%
N
104
Natixis
France
$80.2M 860,176 +787,657 +1,086%
M&T Bank
105
M&T Bank
New York
$78.3M 839,233 +140,032 +20%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$76.8M 823,503 +441,346 +115%
RC
107
RBF Capital
California
$75.6M 810,432 – –
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$73.7M 784,636 -83,233 -10%
HighTower Advisors
109
HighTower Advisors
Illinois
$73.2M 784,328 +114,623 +17%
US Bancorp
110
US Bancorp
Minnesota
$71.5M 766,531 +8,593 +1%
Pzena Investment Management
111
Pzena Investment Management
New York
$69.9M 749,791 +545 +0.1%
TAF
112
Tredje AP-fonden
Sweden
$69.2M 742,073 +566,993 +324%
Calamos Advisors
113
Calamos Advisors
Illinois
$69.1M 741,520 -9,196 -1%
CCMG
114
Clark Capital Management Group
Pennsylvania
$69.1M 740,866 +161,330 +28%
UM
115
UniSuper Management
Australia
$68.7M 737,008 +808 +0.1%
ATN
116
AMF Tjänstepension
Sweden
$67.4M 722,748 +321,273 +80%
DnB Asset Management
117
DnB Asset Management
Norway
$66.9M 716,892 -9,770 -1%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$66.3M 710,927 – –
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$66.3M 710,546 -11,662 -2%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$65.1M 696,705 -21,423 -3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$64.6M 693,077 +11,296 +2%
ClearBridge Investments
122
ClearBridge Investments
New York
$62.9M 674,055 -186,120 -22%
FMI
123
Factory Mutual Insurance
Massachusetts
$62.5M 670,050 – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$61.5M 659,084 -207,976 -24%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$61.4M 658,599 -19,805 -3%
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5
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