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Morgan Stanley
MS

Overview Fund Activity

1,744 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, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.57%
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
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
DZ Bank
Germany
$123M
5
Franklin Resources
Franklin Resources
California
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
201
Matrix Asset Advisors
New York
$28.6M +$3.2M +34,351 +13%
MIM
202
MetLife Investment Management
New Jersey
$28.5M -$794K -8,518 -3%
Allianz Asset Management
203
Allianz Asset Management
Germany
$28.4M -$7.64M -81,892 -21%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$28.3M -$4.18M -41,475 -13%
Vontobel Holding
205
Vontobel Holding
Switzerland
$28.1M -$550K -5,903 -2%
AB
206
Amalgamated Bank
New York
$28M -$1.4M -15,027 -5%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$27.8M -$150M -1,607,025 -84%
Point72 Asset Management
208
Point72 Asset Management
Connecticut
$27.8M +$27.8M +298,286 New
Man Group
209
Man Group
United Kingdom
$27.8M +$27.8M +298,049 New
FFM
210
Fullerton Fund Management
Singapore
$27.7M +$27.7M +297,353 New
Osaic Holdings
211
Osaic Holdings
Arizona
$27.4M -$9.42M -100,986 -26%
TPSF
212
Texas Permanent School Fund
Texas
$27.1M -$242K -2,599 -0.9%
HPG
213
Harvest Portfolios Group
Ontario, Canada
$26.4M +$2.65M +28,456 +11%
IIM
214
INTECH Investment Management
Florida
$26M -$20.8M -223,572 -45%
OIAM
215
OFI Invest Asset Management
France
$25.8M -$266K -3,149 -1%
COPPSERS
216
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.8M +$1.89M +20,223 +8%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$25.6M +$4.91M +52,705 +24%
BCP
218
Blue Chip Partners
Michigan
$25.4M +$449K +4,819 +2%
GF
219
Gabelli Funds
New York
$25.3M +$1.17M +12,520 +5%
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$25.1M -$1.67M -17,940 -6%
EAM
221
Erste Asset Management
Austria
$25.1M +$1.7M +18,217 +7%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$24.9M -$928K -9,949 -4%
NIG
223
NFJ Investment Group
Texas
$24.9M -$982K -10,530 -4%
HIMC
224
Heritage Investors Management Corp
Maryland
$24.8M +$708K +7,594 +3%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.7M +$251K +2,694 +1%
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