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Morgan Stanley
MS

Overview Fund Activity

1,805 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, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
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
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

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

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
BlackRock
New York
$8.2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$65.2M -$59.3M -610,440 -48%
Mariner
127
Mariner
Kansas
$64.7M +$1.93M +19,807 +3%
ERSOT
128
Employees Retirement System of Texas
Texas
$64.1M +$9.27M +95,400 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
129
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$63.6M +$22.2M +228,554 +54%
Victory Capital Management
130
Victory Capital Management
Texas
$62.7M +$2.19M +22,482 +4%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$60.9M -$1.19M -12,227 -2%
ClearBridge Investments
132
ClearBridge Investments
New York
$60.8M -$2.34M -24,115 -4%
WFMPM
133
Woodley Farra Manion Portfolio Management
Indiana
$60.3M +$1.2M +12,318 +2%
AAMU
134
AEGON Asset Management (UK)
United Kingdom
$60.3M +$1.78M +18,330 +3%
Jane Street
135
Jane Street
New York
$59.8M +$16.3M +167,814 +37%
LCP
136
LGT Capital Partners
Switzerland
$58.7M +$5.2M +53,540 +10%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$58M -$3.93M -40,466 -6%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$57.1M -$175K -1,796 -0.3%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$57.1M -$2.21M -22,759 -4%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$56.1M -$10.3M -107,872 -16%
Calamos Advisors
141
Calamos Advisors
Illinois
$55.8M -$11.7M -120,622 -17%
TCA
142
Teewinot Capital Advisers
New York
$54M +$15.4M +158,886 +40%
Arrowstreet Capital
143
Arrowstreet Capital
Massachusetts
$53.3M +$49.9M +513,432 +1,466%
CIC
144
Chilton Investment Company
Connecticut
$51.6M -$20.5M -211,302 -28%
ASC
145
Atalanta Sosnoff Capital
New York
$51.2M +$12.5M +129,046 +32%
SEI Investments
146
SEI Investments
Pennsylvania
$51.1M +$803K +8,260 +2%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$50.6M -$587K -6,037 -1%
GIA
148
Gateway Investment Advisers
Ohio
$49.5M -$1.89M -19,475 -4%
LFRG
149
Lazard Frères Gestion
France
$49.3M +$220K +2,378 +0.4%
WorldQuant Millennium Advisors
150
WorldQuant Millennium Advisors
New York
$48.9M +$29.8M +306,415 +156%
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