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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 %
UAS
1776
United Asset Strategies
New York
– – -21,059 Closed
MUAMU
1777
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– – -20,500 Closed
CMTU
1778
Capital Markets Trading (UK)
United Kingdom
– – -20,366 Closed
WHG
1779
Westwood Holdings Group
Texas
– – -20,063 Closed
FMAEN1
1780
Fund Management at Engine No 1
California
– – -18,247 Closed
HCA
1781
Harbour Capital Advisors
Virginia
– – -17,095 Closed
MFS
1782
Mirabella Financial Services
United Kingdom
– – -17,078 Closed
MTCM
1783
Mint Tower Capital Management
Netherlands
– – -16,528 Closed
PI
1784
PEAK6 Investments
Illinois
– – -15,221 Closed
LFM
1785
LGT Fund Management
Liechtenstein
– – -15,090 Closed
DA
1786
Duality Advisers
Florida
– – -14,988 Closed
CCMT
1787
CMT Capital Markets Trading
Germany
– – -12,397 Closed
MM
1788
MQS Management
New York
– – -11,804 Closed
RCIM
1789
Red Cedar Investment Management
Michigan
– – -10,290 Closed
PGIM
1790
Pacific Global Investment Management
California
– – -9,818 Closed
DDC
1791
DF Dent & Co
Maryland
– – -9,493 Closed
SI
1792
Symmetry Investments
Jersey
– – -9,060 Closed
TCM
1793
Twin Capital Management
Pennsylvania
– – -8,947 Closed
DC
1794
Diametric Capital
Massachusetts
– – -8,884 Closed
NEI
1795
Northwest & Ethical Investments
Ontario, Canada
– – -8,770 Closed
WFC
1796
Western Financial Corp
California
– – -8,494 Closed
IFU
1797
iSAM Funds (UK)
United Kingdom
– – -7,642 Closed
IG
1798
ING Group
Netherlands
– – -7,484 Closed
LAS
1799
Lloyd Advisory Services
Georgia
– – -7,198 Closed
XC
1800
XY Capital
Hong Kong
– – -7,080 Closed
70 71
72
73 74