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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$65.3M +$9.11M +95,715 +17%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$65.2M -$58.1M -610,440 -48%
Mariner
128
Mariner
Kansas
$64.7M +$1.89M +19,807 +3%
ERSOT
129
Employees Retirement System of Texas
Texas
$64.1M +$9.08M +95,400 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
130
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$63.6M +$21.8M +228,554 +54%
Victory Capital Management
131
Victory Capital Management
Texas
$62.7M +$2.14M +22,482 +4%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$60.9M -$1.16M -12,227 -2%
ClearBridge Investments
133
ClearBridge Investments
New York
$60.8M -$2.3M -24,115 -4%
WFMPM
134
Woodley Farra Manion Portfolio Management
Indiana
$60.3M +$1.17M +12,318 +2%
AAMU
135
AEGON Asset Management (UK)
United Kingdom
$60.3M +$1.74M +18,330 +3%
Jane Street
136
Jane Street
New York
$59.8M +$16M +167,814 +37%
LCP
137
LGT Capital Partners
Switzerland
$58.7M +$5.1M +53,540 +10%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$58M -$3.85M -40,466 -6%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$57.1M -$171K -1,796 -0.3%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$57.1M -$2.17M -22,759 -4%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$56.1M -$10.3M -107,872 -16%
Calamos Advisors
142
Calamos Advisors
Illinois
$55.8M -$11.5M -120,622 -17%
TCA
143
Teewinot Capital Advisers
New York
$54M +$15.1M +158,886 +40%
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$53.3M +$48.9M +513,432 +1,466%
CIC
145
Chilton Investment Company
Connecticut
$51.6M -$20.1M -211,302 -28%
ASC
146
Atalanta Sosnoff Capital
New York
$51.2M +$12.3M +129,046 +32%
SEI Investments
147
SEI Investments
Pennsylvania
$51.1M +$786K +8,260 +2%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$50.6M -$575K -6,037 -1%
DB
149
Danske Bank
Denmark
$50.4M -$4.6M -48,351 -9%
GIA
150
Gateway Investment Advisers
Ohio
$49.5M -$1.85M -19,475 -4%