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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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$29M -$786K -7,812 -3%
VMPIC
202
Varma Mutual Pension Insurance Co
Finland
$28.7M -$2.26M -23,288 -7%
MAM
203
Madison Asset Management
Wisconsin
$28.3M -$5.32M -54,752 -16%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$28M +$544K +5,595 +2%
BCP
205
Blue Chip Partners
Michigan
$27.7M +$806K +8,297 +3%
BPWM
206
Badgley Phelps Wealth Managers
Washington
$27.5M +$603K +6,207 +2%
TI
207
Trexquant Investment
Connecticut
$27.3M +$14.2M +145,898 +108%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$27.2M +$4.72M +48,564 +21%
MSV
209
MN Services Vermogensbeheer
Netherlands
$27M -$1.2M -12,300 -4%
COPPSERS
210
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.7M -$15.4K -158 -0.1%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.4M +$3.04M +31,200 +13%
HIMC
212
Heritage Investors Management Corp
Maryland
$26M -$269K -2,769 -1%
MCM
213
Maple Capital Management
Vermont
$25.6M +$572K +5,887 +2%
FRAF
214
Första AP-fonden
Sweden
$25.5M -$3.35M -34,500 -12%
BG
215
Bollard Group
Massachusetts
$25.3M +$452K +4,654 +2%
ADEF
216
Adams Diversified Equity Fund
Maryland
$25.1M -$4.24M -43,600 -14%
AAS
217
Annex Advisory Services
Wisconsin
$25.1M +$1.96M +20,169 +8%
CGH
218
Crossmark Global Holdings
Texas
$25M +$573K +5,896 +2%
GF
219
Gabelli Funds
New York
$24.9M -$886K -9,120 -3%
NIG
220
NFJ Investment Group
Texas
$24.8M -$1.21M -12,400 -5%
CWM
221
CIBC World Markets
New York
$24.7M -$7.87M -80,988 -24%
ProShare Advisors
222
ProShare Advisors
Maryland
$24.7M +$1.11M +11,407 +5%
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$24.6M +$8.32M +85,586 +51%
KeyBank National Association
224
KeyBank National Association
Ohio
$24.6M -$440K -4,527 -2%
HF
225
HRT Financial
New York
$24.6M -$15.4M -158,742 -39%
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