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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1826
Bornite Capital Management
New York
-$23.5M -250,000 Closed
CCM
1827
Cinctive Capital Management
New York
-$18.2M -193,570 Closed
MCM
1828
Moore Capital Management
New York
-$17.9M -190,190 Closed
PFMOSF
1829
Philadelphia Financial Management of San Francisco
California
-$16.6M -176,724 Closed
QIM
1830
Quantitative Investment Management
Virginia
-$9.5M -100,935 Closed
Point72 Asset Management
1831
Point72 Asset Management
Connecticut
-$8.44M -88,681 Closed
BCA
1832
Bernzott Capital Advisors
California
-$6.91M -73,424 Closed
SCM
1833
Sandler Capital Management
New York
-$5.74M -60,950 Closed
PCA
1834
Providence Capital Advisors
North Carolina
-$5.69M -60,400 Closed
MLICM
1835
Metropolitan Life Insurance Company (MetLife)
New York
-$4.76M -50,529 Closed
LNC
1836
Lincoln National Corp
Pennsylvania
-$3.97M -42,628 Closed
DR
1837
Davis Rea
Ontario, Canada
-$3.79M -40,300 Closed
VanEck Associates
1838
VanEck Associates
New York
-$3.24M -34,454 Closed
MMC
1839
Mizuho Markets Cayman
Cayman Islands
-$3.25M -34,111 Closed
AIMCA
1840
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.68M -28,500 Closed
XT
1841
XTX Topco
Cayman Islands
-$2.66M -28,255 Closed
BCM
1842
Bayesian Capital Management
New York
-$2.66M -28,249 Closed
NAAA
1843
New Age Alpha Advisors
New York
-$2.38M -25,000 Closed
CCS
1844
Concentric Capital Strategies
Connecticut
-$2.23M -23,703 Closed
MFS
1845
Mirabella Financial Services
United Kingdom
-$2.22M -23,570 Closed
CANY
1846
Caxton Associates (New York)
New York
-$2.19M -23,250 Closed
CA
1847
CoreCap Advisors
Michigan
-$2.17M -23,095 Closed
PA
1848
Paralel Advisors
Colorado
-$2.05M -21,773 Closed
BHCM
1849
Brevan Howard Capital Management
Jersey
-$1.99M -21,174 Closed
MCP
1850
Mirador Capital Partners
California
-$1.44M -15,345 Closed