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Morgan Stanley
MS

1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 122

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

14% more capital invested

Capital invested by funds: $113B → $129B (+$16.1B)

14% more call options, than puts

Call options by funds: $4.5B | Put options by funds: $3.95B

6% more funds holding

Funds holding: 1,664 → 1,757 (+93)

0.93% more ownership

Funds ownership: 83.24% → 84.17% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 713

Holders
1,757
Holders Change
+93
Holders Change %
+5.59%
% of All Funds
25.61%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
245
Increased
601
Reduced
713
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$440M
5
Invesco
Invesco
Georgia
+$328M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$623M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
DZ Bank
DZ Bank
Germany
-$373M
5
Franklin Resources
Franklin Resources
California
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
1776
Walleye Trading
New York
– -$3.81M -47,574 Closed
CWG
1777
Cornerstone Wealth Group
North Carolina
– -$3.88M -47,511 Closed
LCM
1778
Laurion Capital Management
New York
– -$3.73M -46,606 Closed
CFP
1779
Cypress Financial Planning
New Jersey
– -$3.34M -40,898 Closed
CC
1780
Carlson Capital
Texas
– -$3.05M -37,400 Closed
CC
1781
Centiva Capital
New York
– -$2.88M -35,998 Closed
ACM
1782
Advent Capital Management
New York
– -$2.86M -35,000 Closed
RAM
1783
Readystate Asset Management
Illinois
– -$2.72M -33,981 Closed
TSS
1784
Two Sigma Securities
New York
– -$2.43M -30,423 Closed
ORAM
1785
One River Asset Management
Connecticut
– -$2.3M -28,810 Closed
PP
1786
Paloma Partners
Connecticut
– -$2.24M -27,946 Closed
Gates Foundation Trust
1787
Gates Foundation Trust
Washington
– -$2.28M -27,880 Closed
SM
1788
Sciencast Management
New Jersey
– -$1.89M -23,098 Closed
APWA
1789
Atlas Private Wealth Advisors
New Jersey
– -$1.78M -21,750 Closed
UAS
1790
United Asset Strategies
New York
– -$1.72M -21,059 Closed
MUAMU
1791
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$1.67M -20,500 Closed
CMTU
1792
Capital Markets Trading (UK)
United Kingdom
– -$1.63M -20,366 Closed
WHG
1793
Westwood Holdings Group
Texas
– -$1.64M -20,063 Closed
FMAEN1
1794
Fund Management at Engine No 1
California
– -$1.49M -18,247 Closed
HCA
1795
Harbour Capital Advisors
Virginia
– -$1.4M -17,095 Closed
MFS
1796
Mirabella Financial Services
United Kingdom
– -$1.39M -17,078 Closed
MTCM
1797
Mint Tower Capital Management
Netherlands
– -$1.32M -16,528 Closed
PI
1798
PEAK6 Investments
Illinois
– -$1.22M -15,221 Closed
LFM
1799
LGT Fund Management
Liechtenstein
– -$1.21M -15,090 Closed
DA
1800
Duality Advisers
Florida
– -$1.22M -14,988 Closed
70 71
72
73 74

MS Hedge Fund Activity: Q4 2023 in Review

1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.

  • 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
  • Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
  • 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
  • The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
  • The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2023.