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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 %
EAM
201
Erste Asset Management
Austria
$28.7M 306,256 +37,928 +14%
ADEF
202
Adams Diversified Equity Fund
Maryland
$28.5M 302,269 -44,800 -13%
OAM
203
Oppenheimer Asset Management
New York
$28.3M 300,089 -40,167 -12%
SG Americas Securities
204
SG Americas Securities
New York
$28.1M 298,806 +239,835 +407%
FRAF
205
Första AP-fonden
Sweden
$28M 297,163 +49,100 +20%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$27.7M 296,262 -362,822 -55%
MIM
207
MetLife Investment Management
New Jersey
$27.5M 291,719 -13,887 -5%
MSV
208
MN Services Vermogensbeheer
Netherlands
$27.4M 290,600 +290,600 New
TPSF
209
Texas Permanent School Fund
Texas
$27.3M 289,535 -559 -0.2%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$26.6M 282,741 +15,224 +6%
BCP
211
Blue Chip Partners
Michigan
$26.1M 276,979 +4,514 +2%
BPWM
212
Badgley Phelps Wealth Managers
Washington
$26M 276,473 -139,887 -34%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.9M 275,024 -1,734 -0.6%
HPG
214
Harvest Portfolios Group
Ontario, Canada
$25.8M 274,191 -8,384 -3%
HIMC
215
Heritage Investors Management Corp
Maryland
$25.4M 269,887 +4,328 +2%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$25.2M 267,907 -555,596 -67%
NIG
217
NFJ Investment Group
Texas
$25.1M 267,069 -195 -0.1%
GF
218
Gabelli Funds
New York
$25M 265,521 -5,950 -2%
Nomura Holdings
219
Nomura Holdings
Japan
$25M 265,085 +131,225 +98%
UB
220
UMB Bank
Missouri
$24.9M 264,798 -276,574 -51%
KeyBank National Association
221
KeyBank National Association
Ohio
$24.3M 257,678 -4,937 -2%
MCM
222
Maple Capital Management
Vermont
$24.2M 257,220 +6,864 +3%
BG
223
Bollard Group
Massachusetts
$24.1M 255,874 +3,667 +1%
AB
224
Amalgamated Bank
New York
$23.9M 254,342 -45,692 -15%
CGH
225
Crossmark Global Holdings
Texas
$23.7M 251,840 +9,469 +4%
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