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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 %
SIC
1301
Samalin Investment Counsel
New York
$324K -$69.5K -738 -18%
CCWM
1302
Cassaday & Co Wealth Management
Virginia
$324K +$324K +3,437 New
AF
1303
Alerus Financial
North Dakota
$322K – – –
OCBCO
1304
Oversea-Chinese Banking Corp (OCBC)
Singapore
$322K -$142K -1,519 -31%
BP
1305
BNP Paribas
France
$322K +$322K +3,415 New
SL
1306
Sentinus LLC
Illinois
$321K +$321K +3,409 New
RMAM
1307
Raab & Moskowitz Asset Management
New Jersey
$320K +$6.78K +72 +2%
FPAS
1308
Focus Partners Advisor Solutions
Missouri
$320K +$92.5K +982 +41%
ANBT
1309
American National Bank & Trust
Texas
$319K -$7.82K -83 -2%
MSAM
1310
Moloney Securities Asset Management
Missouri
$319K +$377 +4 +0.1%
PFWA
1311
Paces Ferry Wealth Advisors
Georgia
$318K -$13.3K -141 -4%
DSC
1312
Duncker Streett & Co
Missouri
$317K – – –
CAMG
1313
CWA Asset Management Group
Florida
$316K +$110K +1,166 +53%
CSB
1314
City State Bank
Iowa
$315K -$18.9K -200 -6%
FFO
1315
Fiduciary Family Office
Florida
$315K +$91.5K +972 +41%
OC
1316
Opinicus Capital
Florida
$313K +$60.1K +638 +24%
BBA
1317
BLB&B Advisors
Pennsylvania
$312K -$23.2K -246 -7%
IPAM
1318
Investment Partners Asset Management
New Jersey
$312K +$312K +3,313 New
JCM
1319
Jacobi Capital Management
Pennsylvania
$311K +$73K +775 +31%
WTC
1320
WhitTier Trust Company
Nevada
$310K +$131K +1,391 +73%
AF
1321
Apexium Financial
Texas
$306K -$78.3K -832 -20%
CIC
1322
Crawford Investment Counsel
Georgia
$305K -$8.95K -95 -3%
GPA
1323
Guerra Pan Advisors
New Jersey
$305K – – –
JWM
1324
JGP Wealth Management
Oregon
$305K -$4.99K -53 -2%
WGC
1325
Watts Gwilliam & Co
Arizona
$304K +$304K +3,055 New
51 52
53
54 55