Morgan Stanley
1,794 hedge funds and large institutions have $128B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 699 increasing their positions, 686 reducing their positions, and 107 closing their positions.
60% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 107
2% more funds holding
Funds holding: 1,757 → 1,794 (+37)
2% more repeat investments, than reductions
Existing positions increased: 699 | Existing positions reduced: 686
1% less capital invested
Capital invested by funds: $129B → $128B (-$1.12B)
7% less call options, than puts
Call options by funds: $3.7B | Put options by funds: $3.96B
1.17% less ownership
Funds ownership: 84.17% → 83% (-1.2%)
32% less funds holding in top 10
Funds holding in top 10: 31 → 21 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$392M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$351M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$264M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$219M |
| 5 |
Barclays
London,
United Kingdom
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$915M |
| 2 |
JP Morgan Chase
New York
|
-$851M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$601M |
| 4 |
Morgan Stanley
New York
|
-$501M |
| 5 |
State Street
Boston,
Massachusetts
|
-$207M |
MS Hedge Fund Activity: Q1 2024 in Review
1,794 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2024, worth a combined $128B — down 0.87% from $129B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new MS positions and 107 closed out — a net gain of 64 holders — while 699 added to existing stakes and 686 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $392M. The largest seller was Royal Bank of Canada, cutting an estimated $915M.
- 1,794 institutional investors held Morgan Stanley (MS) as of Q1 2024, up from 1,757 in Q4 2023.
- Funds reported $128B of Morgan Stanley stock for Q1 2024, down 0.87% quarter-over-quarter.
- 171 funds opened new Morgan Stanley positions in Q1 2024 and 107 closed out, a net change of +64 holders.
- The largest Morgan Stanley buyer in Q1 2024 was Wellington Management Group, an estimated $392M added.
- The largest Morgan Stanley seller in Q1 2024 was Royal Bank of Canada, an estimated $915M sold.
Based on aggregated 13F filings for Q1 2024.