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Morgan Stanley
MS

Overview Fund Activity

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
UBS AM
Illinois
$784M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
BlackRock
New York
$8.2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
176
Conning Inc
Connecticut
$35.4M -$3.72M -38,345 -9%
FWCM
177
Ferguson Wellman Capital Management
Oregon
$35.4M -$33.5K -345 -0.1%
AM
178
AGF Management
Ontario, Canada
$35.3M -$8.19M -84,319 -19%
GI
179
Gradient Investments
Minnesota
$35.2M -$131K -1,351 -0.4%
Nomura Asset Management
180
Nomura Asset Management
Japan
$35M +$945K +9,728 +3%
ASRS
181
Arizona State Retirement System
Arizona
$34.6M +$224K +2,304 +0.7%
OAM
182
Oppenheimer Asset Management
New York
$34.3M +$5.1M +52,429 +17%
CF
183
Corebridge Financial
Texas
$34.1M +$34.1M +350,703 New
HP
184
Hosking Partners
United Kingdom
$34M -$2.88M -29,675 -8%
SOMRS
185
State of Michigan Retirement System
Michigan
$33.3M -$48.6K -500 -0.1%
Vontobel Holding
186
Vontobel Holding
Switzerland
$33.3M +$2.78M +28,570 +9%
MIM
187
MetLife Investment Management
New Jersey
$32.6M +$4.24M +43,620 +15%
Comerica Bank
188
Comerica Bank
Texas
$32.5M +$1.65K +17 +0%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$32.3M -$6.85M -70,486 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.2M +$20M +206,200 +165%
GKIM
191
GW&K Investment Management
Massachusetts
$31.5M -$681K -7,002 -2%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$31.3M +$18M +185,669 +136%
DDPIC
193
Deroy & Devereaux Private Investment Counsel
Michigan
$31.3M -$41.1K -423 -0.1%
Renaissance Technologies
194
Renaissance Technologies
New York
$31M -$7.62M -78,359 -20%
OIAM
195
OFI Invest Asset Management
France
$30.8M +$30.6M +337,347 +16,859%
KBC Group
196
KBC Group
Belgium
$30.6M +$421K +4,327 +1%
EAM
197
Erste Asset Management
Austria
$30.5M +$1M +10,377 +3%
CCM
198
Chilton Capital Management
Texas
$29.6M -$2.59M -26,620 -8%
MAA
199
Matrix Asset Advisors
New York
$29.5M -$199K -2,049 -0.7%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$29.2M -$2.46M -25,316 -8%
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