Morgan Stanley
1,760 hedge funds and large institutions have $128B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 603 increasing their positions, 712 reducing their positions, and 121 closing their positions.
104% more first-time investments, than exits
New positions opened: 247 | Existing positions closed: 121
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
14% more call options, than puts
Call options by funds: $4.5B | Put options by funds: $3.95B
14% more capital invested
Capital invested by funds: $113B → $128B (+$15.7B)
6% more funds holding
Funds holding: 1,664 → 1,760 (+96)
0.65% more ownership
Funds ownership: 83.24% → 83.89% (+0.65%)
15% less repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 712
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$578M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$451M |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$440M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$328M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$255M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$623M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$508M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$498M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$373M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$249M |
MS Hedge Fund Activity: Q4 2023 in Review
1,760 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $128B — up 14% from $113B a quarter earlier.
Buyers outnumbered sellers: 247 funds opened new MS positions and 121 closed out — a net gain of 126 holders — while 603 added to existing stakes and 712 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.
- 1,760 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
- Funds reported $128B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
- 247 funds opened new Morgan Stanley positions in Q4 2023 and 121 closed out, a net change of +126 holders.
- The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
- The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.
Based on aggregated 13F filings for Q4 2023.