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Morgan Stanley
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Overview Fund Activity

1,778 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, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
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
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$60.8M 645,714 -1,106 -0.2%
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$60.3M 613,352 -171,284 -22%
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$60.1M 638,712 -15,416 -2%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$60M 637,589 -1,876,189 -75%
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$59.8M 635,457 +138,219 +28%
Victory Capital Management
131
Victory Capital Management
Texas
$58.6M 622,189 +47,884 +8%
TG
132
TCW Group
California
$57.7M 613,295 +146,278 +31%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$57.5M 610,501 -47,222 -7%
WFMPM
134
Woodley Farra Manion Portfolio Management
Indiana
$57.3M 608,511 +16,351 +3%
AAMU
135
AEGON Asset Management (UK)
United Kingdom
$56.8M 603,083 +19,536 +3%
Aviva
136
Aviva
United Kingdom
$55.7M 591,852 +8,094 +1%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$55.5M 589,574 -1,008 -0.2%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.3M 576,293 -56,667 -9%
ERSOT
139
Employees Retirement System of Texas
Texas
$53.1M 564,000 – –
Twin Tree Management
140
Twin Tree Management
Texas
$52.4M 556,732 +315,777 +131%
LCP
141
LGT Capital Partners
Switzerland
$51.8M 550,580 +334,000 +154%
Man Group
142
Man Group
United Kingdom
$50.2M 533,459 +235,410 +79%
GIA
143
Gateway Investment Advisers
Ohio
$49.8M 528,822 +132 +0%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$49.6M 526,544 -11,980 -2%
SEI Investments
145
SEI Investments
Pennsylvania
$48.8M 517,891 +9,883 +2%
SPS
146
Susquehanna Portfolio Strategies
Pennsylvania
$47.9M 508,849 – –
Asset Management One
147
Asset Management One
Japan
$47.4M 503,573 -34,046 -6%
LFRG
148
Lazard Frères Gestion
France
$47.3M 530,207 +18,909 +4%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$45.6M 484,659 -45,220 -9%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$45.4M 482,041 -683,652 -59%
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