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Morgan Stanley
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Overview Fund Activity

1,778 hedge funds and large institutions have $127B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 696 increasing their positions, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
168
Increased
696
Reduced
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
176
Renaissance Technologies
New York
$37.4M 396,983 +396,983 New
TAM
177
Todd Asset Management
Kentucky
$36.3M 385,793 -29,518 -7%
HP
178
Hosking Partners
United Kingdom
$35.8M 380,009 -1,138 -0.3%
AIG
179
American International Group
New York
$35.5M 376,736 -5,759 -2%
FT
180
Fiduciary Trust
Massachusetts
$35.4M 376,469 -2,012 -0.5%
BCM
181
Basswood Capital Management
New York
$34.8M 369,259 – –
FWCM
182
Ferguson Wellman Capital Management
Oregon
$34.3M 364,451 -11,610 -3%
GI
183
Gradient Investments
Minnesota
$34.2M 363,672 +14,973 +4%
QC
184
Quadrature Capital
United Kingdom
$33.7M 357,794 +357,794 New
ASRS
185
Arizona State Retirement System
Arizona
$33.3M 353,251 +3,619 +1%
Nomura Asset Management
186
Nomura Asset Management
Japan
$33M 350,693 +8,961 +3%
MAM
187
Madison Asset Management
Wisconsin
$32.6M 346,088 +9,902 +3%
SOMRS
188
State of Michigan Retirement System
Michigan
$32.3M 343,226 -2,800 -0.8%
CWM
189
CIBC World Markets
New York
$31.6M 335,362 -55,623 -14%
Comerica Bank
190
Comerica Bank
Texas
$31.5M 334,715 +3,016 +0.9%
CCM
191
Chilton Capital Management
Texas
$31.2M 331,500 +23,792 +8%
GKIM
192
GW&K Investment Management
Massachusetts
$31.2M 331,355 -3,585 -1%
Marshall Wace
193
Marshall Wace
United Kingdom
$31.1M 330,400 +152,854 +86%
DPAM
194
Degroof Petercam Asset Management
Belgium
$31.1M 330,200 -2,800 -0.8%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$30.7M 325,519 -14,388 -4%
DDPIC
196
Deroy & Devereaux Private Investment Counsel
Michigan
$30.3M 322,065 -7,488 -2%
VMPIC
197
Varma Mutual Pension Insurance Co
Finland
$30M 318,700 +264,500 +488%
Vontobel Holding
198
Vontobel Holding
Switzerland
$29.6M 313,929 +12,584 +4%
KBC Group
199
KBC Group
Belgium
$29.3M 310,921 -316,599 -50%
MAA
200
Matrix Asset Advisors
New York
$28.8M 305,900 -508 -0.2%
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