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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 %
Asset Management One
151
Asset Management One
Japan
$48.7M -$193K -1,987 -0.4%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$48.7M +$1.62M +16,642 +3%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$47.7M +$3.65M +37,569 +8%
CAI
154
Capital Advisors Inc
Oklahoma
$45.9M +$842K +8,663 +2%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$45.5M -$1.1M -11,319 -2%
PA
156
Pinnacle Associates
New York
$44M -$1.14M -11,724 -3%
State of New Jersey Common Pension Fund D
157
State of New Jersey Common Pension Fund D
New Jersey
$43.9M -$25.2M -258,957 -36%
ZIG
158
Zurich Insurance Group
Switzerland
$43.9M +$43.9M +451,180 New
MIFH
159
Migdal Insurance & Financial Holdings
Israel
$43M -$43.7K -450 -0.1%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$43M +$1.92M +19,755 +5%
Rafferty Asset Management
161
Rafferty Asset Management
New York
$42.8M -$49.4K -508 -0.1%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$42.7M +$1.33M +13,675 +3%
TAM
163
Todd Asset Management
Kentucky
$42.2M +$4.67M +48,005 +12%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$41.3M +$250K +2,575 +0.6%
N
165
Natixis
France
$41.2M +$32.2M +331,615 +358%
SO
166
STRS Ohio
Ohio
$40.4M -$3.07M -31,580 -7%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$39.8M -$7.09M -72,900 -15%
Axa
168
Axa
France
$38.8M -$1.13M -11,667 -3%
RAM
169
Resona Asset Management
Japan
$38.5M -$2.32M -23,888 -6%
CS
170
Candriam SCA
Luxembourg
$38.3M +$20.4M +210,226 +114%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$37.8M -$7.79M -80,136 -17%
Credit Agricole
172
Credit Agricole
France
$37.8M +$27.1M +278,468 +251%
FT
173
Fiduciary Trust
Massachusetts
$36.4M -$205K -2,111 -0.6%
BCM
174
Basswood Capital Management
New York
$35.9M – – –
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$35.7M +$16.2M +166,682 +83%
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