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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 %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$61.3M 657,723 -30,052 -4%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$61M 654,128 +6,507 +1%
Mariner
128
Mariner
Kansas
$60.3M 646,820 -8,602 -1%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$60M 643,033 -562,054 -47%
Wolverine Trading
130
Wolverine Trading
Illinois
$59.2M 635,329 +554,331 +684%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$59M 632,960 +23,343 +4%
KBC Group
132
KBC Group
Belgium
$58.5M 627,520 +35,136 +6%
RG
133
Rathbones Group
United Kingdom
$58.4M 626,656 +88,660 +16%
Millennium Management
134
Millennium Management
New York
$55.6M 596,472 -860,386 -59%
WFMPM
135
Woodley Farra Manion Portfolio Management
Indiana
$55.2M 592,160 +5,886 +1%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$55.1M 590,582 +7,707 +1%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$54.6M 585,444 +102,554 +21%
Aviva
138
Aviva
United Kingdom
$54.4M 583,758 +5,762 +1%
AAMU
139
AEGON Asset Management (UK)
United Kingdom
$54.4M 583,547 +583,547 New
CAI
140
Capital Advisors Inc
Oklahoma
$54.3M 581,837 +170,035 +41%
Victory Capital Management
141
Victory Capital Management
Texas
$53.6M 574,305 -349,080 -38%
ERSOT
142
Employees Retirement System of Texas
Texas
$52.6M 564,000 – –
VOYA Investment Management
143
VOYA Investment Management
Georgia
$51.8M 555,951 -489,290 -47%
UB
144
UMB Bank
Missouri
$50.5M 541,372 -44,873 -8%
Asset Management One
145
Asset Management One
Japan
$50.3M 537,619 -1,556 -0.3%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$50.2M 538,524 +4,100 +0.8%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$49.4M 529,879 -11,907 -2%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$49.4M 529,382 -153,159 -22%
GIA
149
Gateway Investment Advisers
Ohio
$49.3M 528,690 -2,179 -0.4%
SPS
150
Susquehanna Portfolio Strategies
Pennsylvania
$47.5M 508,849 +508,849 New
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