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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 Holding Trade Value Shares
Change 		Shares
Change %
FWCM
176
Ferguson Wellman Capital Management
Oregon
$35.1M -$30.3M -325,274 -46%
ASC
177
Atalanta Sosnoff Capital
New York
$34.8M +$2.6M +27,845 +8%
Holocene Advisors
178
Holocene Advisors
New York
$34.8M +$34.8M +372,818 New
SC
179
Sapient Capital
Indiana
$34.5M +$34.5M +369,542 New
BCM
180
Basswood Capital Management
New York
$34.4M – – –
O
181
Ossiam
France
$34.3M +$29.9M +320,273 +670%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$34M +$1.83M +19,614 +6%
ASRS
183
Arizona State Retirement System
Arizona
$32.6M -$458K -4,915 -1%
GI
184
Gradient Investments
Minnesota
$32.5M +$2.64M +28,300 +9%
ADEF
185
Adams Diversified Equity Fund
Maryland
$32.4M +$2.54M +27,200 +9%
Robeco Institutional Asset Management
186
Robeco Institutional Asset Management
Netherlands
$32.3M -$30.7M -329,380 -49%
SOMRS
187
State of Michigan Retirement System
Michigan
$32.3M -$345K -3,700 -1%
Nomura Asset Management
188
Nomura Asset Management
Japan
$31.9M -$66.9K -717 -0.2%
PR
189
Payden & Rygel
California
$31.8M +$19.2M +206,190 +153%
OAM
190
Oppenheimer Asset Management
New York
$31.7M -$1.42M -15,240 -4%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$31.7M -$579K -6,204 -2%
MAM
192
Madison Asset Management
Wisconsin
$31.3M -$1.61M -17,234 -5%
GKIM
193
GW&K Investment Management
Massachusetts
$31.2M +$16.3M +175,232 +110%
DPAM
194
Degroof Petercam Asset Management
Belgium
$31.1M +$31.1M +333,000 New
Comerica Bank
195
Comerica Bank
Texas
$30.9M -$363K -3,888 -1%
DDPIC
196
Deroy & Devereaux Private Investment Counsel
Michigan
$30.7M -$391K -4,192 -1%
Citadel Advisors
197
Citadel Advisors
Florida
$29.1M +$16.5M +176,836 +130%
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$28.9M +$28.9M +310,205 New
CCM
199
Chilton Capital Management
Texas
$28.7M -$182K -1,953 -0.6%
TCA
200
Teewinot Capital Advisers
New York
$28.7M +$14.5M +155,695 +103%
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