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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
CCMT
1801
CMT Capital Markets Trading
Germany
– -$992K -12,397 Closed
MM
1802
MQS Management
New York
– -$964K -11,804 Closed
RCIM
1803
Red Cedar Investment Management
Michigan
– -$840K -10,290 Closed
PGIM
1804
Pacific Global Investment Management
California
– -$802K -9,818 Closed
DDC
1805
DF Dent & Co
Maryland
– -$775K -9,493 Closed
SI
1806
Symmetry Investments
Jersey
– -$740K -9,060 Closed
TCM
1807
Twin Capital Management
Pennsylvania
– -$731K -8,947 Closed
DC
1808
Diametric Capital
Massachusetts
– -$726K -8,884 Closed
NEI
1809
Northwest & Ethical Investments
Ontario, Canada
– -$716K -8,770 Closed
WFC
1810
Western Financial Corp
California
– -$694K -8,494 Closed
IFU
1811
iSAM Funds (UK)
United Kingdom
– -$624K -7,642 Closed
IG
1812
ING Group
Netherlands
– -$611K -7,484 Closed
LAS
1813
Lloyd Advisory Services
Georgia
– -$588K -7,198 Closed
XC
1814
XY Capital
Hong Kong
– -$566K -7,080 Closed
CIA
1815
Caerus Investment Advisors
Texas
– -$573K -7,010 Closed
BL
1816
Balentine LLC
Georgia
– -$570K -6,974 Closed
EW
1817
Evoke Wealth
California
– -$559K -6,844 Closed
MWA
1818
Monograph Wealth Advisors
California
– -$541K -6,620 Closed
GCP
1819
Garda Capital Partners
Minnesota
– -$497K -6,216 Closed
PSC
1820
Portman Square Capital
United Kingdom
– -$440K -5,506 Closed
GBWM
1821
Granite Bay Wealth Management
New Hampshire
– -$463K -5,300 Closed
JF
1822
Jump Financial
Illinois
– -$393K -4,814 Closed
TWM
1823
Tanager Wealth Management
United Kingdom
– -$392K -4,804 Closed
EFG
1824
Everhart Financial Group
Ohio
– -$387K -4,734 Closed
KWMG
1825
King Wealth Management Group
Florida
– -$371K -4,545 Closed
71 72
73
74 75

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.