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Morgan Stanley
MS

Overview Fund Activity

1,804 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 732 increasing their positions, 651 reducing their positions, and 106 closing their positions.

Holders
1,804
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
732
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
4
UBS AM
Illinois
$784M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
2
BlackRock
New York
$8.2B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
5
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
101
DnB Asset Management
Norway
$89.9M +$11.2M +115,145 +14%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$86.9M +$2.85M +29,354 +3%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$84.2M -$1.82M -18,766 -2%
M&T Bank
104
M&T Bank
New York
$83.7M -$668K -6,876 -0.8%
Allianz Asset Management
105
Allianz Asset Management
Germany
$83.2M -$6.02M -61,945 -7%
Citadel Advisors
106
Citadel Advisors
Florida
$82.4M +$73.3M +753,899 +803%
Swedbank
107
Swedbank
Sweden
$80.2M -$10.2M -105,133 -11%
Aristotle Capital Management
108
Aristotle Capital Management
California
$79.7M -$10.4M -107,000 -12%
CCMG
109
Clark Capital Management Group
Pennsylvania
$79.7M +$36.8M +378,424 +86%
RC
110
RBF Capital
California
$78.8M – – –
UM
111
UniSuper Management
Australia
$78.4M +$5.04M +51,872 +7%
US Bancorp
112
US Bancorp
Minnesota
$75.7M -$482K -4,958 -0.6%
HighTower Advisors
113
HighTower Advisors
Illinois
$75.7M +$10.7M +113,060 +16%
Man Group
114
Man Group
United Kingdom
$75.3M +$23.5M +241,669 +45%
TG
115
TCW Group
California
$73.7M +$14.1M +145,028 +24%
Aviva
116
Aviva
United Kingdom
$73.1M +$15.6M +160,589 +27%
Pzena Investment Management
117
Pzena Investment Management
New York
$72.9M -$195K -2,011 -0.3%
O
118
Ossiam
France
$71.2M +$48.9M +503,473 +220%
RG
119
Rathbones Group
United Kingdom
$70M +$3.23M +33,247 +5%
FMI
120
Factory Mutual Insurance
Massachusetts
$69.5M +$4.39M +45,200 +7%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$66.8M -$1.02M -10,501 -2%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$66.7M -$672K -6,910 -1%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$66.7M +$40.7M +418,682 +156%
Truist Financial
124
Truist Financial
North Carolina
$66.6M -$3.31M -34,017 -5%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$65.3M +$9.3M +95,715 +17%
3 4
5
6 7