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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
176
Basswood Capital Management
New York
$35.9M
Robeco Institutional Asset Management
177
Robeco Institutional Asset Management
Netherlands
$35.7M +$15.9M +166,682 +83%
SLAM
178
Swiss Life Asset Management
$35.5M +$1.83M +19,232 +6%
CI
179
Conning Inc
Connecticut
$35.4M -$3.65M -38,345 -9%
FWCM
180
Ferguson Wellman Capital Management
Oregon
$35.4M -$32.8K -345 -0.1%
AM
181
AGF Management
Ontario, Canada
$35.3M -$8.03M -84,319 -19%
GI
182
Gradient Investments
Minnesota
$35.2M -$129K -1,351 -0.4%
Nomura Asset Management
183
Nomura Asset Management
Japan
$35M +$926K +9,728 +3%
ASRS
184
Arizona State Retirement System
Arizona
$34.6M +$219K +2,304 +0.7%
OAM
185
Oppenheimer Asset Management
New York
$34.3M +$4.99M +52,429 +17%
CF
186
Corebridge Financial
Texas
$34.1M +$33.4M +350,703 New
HP
187
Hosking Partners
United Kingdom
$34M -$2.82M -29,675 -8%
SOMRS
188
State of Michigan Retirement System
Michigan
$33.3M -$47.6K -500 -0.1%
Vontobel Holding
189
Vontobel Holding
Switzerland
$33.3M +$2.72M +28,570 +9%
MIM
190
MetLife Investment Management
New Jersey
$32.6M +$4.15M +43,620 +15%
Comerica Bank
191
Comerica Bank
Texas
$32.5M +$1.62K +17 +0%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$32.3M -$6.71M -70,486 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
193
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.2M +$19.6M +206,200 +165%
GKIM
194
GW&K Investment Management
Massachusetts
$31.5M -$667K -7,002 -2%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$31.3M +$17.7M +185,669 +136%
DDPIC
196
Deroy & Devereaux Private Investment Counsel
Michigan
$31.3M -$40.3K -423 -0.1%
Renaissance Technologies
197
Renaissance Technologies
New York
$31M -$7.46M -78,359 -20%
OIAM
198
OFI Invest Asset Management
France
$30.8M +$32.1M +337,347 +16,859%
KBC Group
199
KBC Group
Belgium
$30.6M +$412K +4,327 +1%
EAM
200
Erste Asset Management
Austria
$30.5M +$988K +10,377 +3%