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MS - Morgan Stanley Stock Price, Fair Value and News
100.26
USD
+0.68
(+0.68%)
Market Closed
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MS
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Funds-Owners-Holders
Which funds bought or sold MS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Rokos Capital Management LLP
NEW
Premium
Premium
Premium
Premium
437,819
2024-05-17
Kozak & Associates, Inc.
ADDED
Premium
Premium
Premium
Premium
701
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
4,784
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
177
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
1,250
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
3,079
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
REDUCED
Premium
Premium
Premium
Premium
16,072
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
1,984,290
2024-05-16
Meiji Yasuda Life Insurance Co
ADDED
Premium
Premium
Premium
Premium
50,527
2024-05-16
KLCM Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
8,736
2024-05-16
LEVIN CAPITAL STRATEGIES, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Ancora Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
86.00
2024-05-16
B. Riley Wealth Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
28,653
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
136,367
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
447,887
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
60,228
2024-05-16
Arete Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Garner Asset Management Corp
REDUCED
Premium
Premium
Premium
Premium
12,623
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Dynasty Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
20,470
2024-05-16
Semmax Financial Advisors Inc.
UNCHANGED
Premium
Premium
Premium
Premium
519
2024-05-16
FSA Wealth Management LLC
ADDED
Premium
Premium
Premium
Premium
492
2024-05-16
DCM Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
73,948
2024-05-16
Brown Shipley& Co Ltd
ADDED
Premium
Premium
Premium
Premium
1,877
2024-05-16
Beacon Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
456
Rows per page:
10
25
50
All
1–25 of 1831
Which funds are the top buyers of MS?
Fund Name
# Shares
$ Value
% Port.
MITSUBISHI UFJ FINANCIAL GROUP INC
377,085,000
35,506,300,000
100.00%
STATE STREET CORP
111,570,000
10,505,400,000
0.47%
VANGUARD GROUP INC
108,436,000
10,210,300,000
0.20%
BlackRock Inc.
89,219,500
8,400,910,000
0.20%
JPMORGAN CHASE & CO
50,279,600
4,734,330,000
0.40%
WELLINGTON MANAGEMENT GROUP LLP
42,901,700
4,039,620,000
0.72%
Capital International Investors
28,481,100
2,681,780,000
0.54%
GEODE CAPITAL MANAGEMENT, LLC
24,542,500
2,304,280,000
0.21%
Bornite Capital Management LP
23,790,000
273,540,000
2.85%
BANK OF AMERICA CORP /DE/
22,733,200
2,140,550,000
0.20%
Rows per page:
10
1–10 of 84
Which funds have put a big percent of portfolio in MS?
Fund Name
$ Value
% Port.
MITSUBISHI UFJ FINANCIAL GROUP INC
35,506,300,000
100.00%
Voleon Capital Management LP
38,030,000
10.86%
BRIDGER MANAGEMENT, LLC
17,675,200
7.97%
New Republic Capital, LLC
9,614,030
6.10%
Sadoff Investment Management LLC
64,438,000
5.02%
FOCUSED INVESTORS FUND L P
159,714,000
5.00%
Focused Investors LLC
159,714,000
5.00%
ONTARIO TEACHERS PENSION PLAN BOARD
547,714,000
4.75%
Zenyatta Capital Management LP
3,295,600
4.43%
RBF Capital, LLC
76,310,300
4.26%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold MS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Bornite Capital Management LP
273,540,000
FOCUSED INVESTORS FUND L P
159,714,000
Rokos Capital Management LLP
41,207,500
RENAISSANCE TECHNOLOGIES LLC
37,380,000
Quadrature Capital Ltd
33,682,700
Mn Services Vermogensbeheer B.V.
27,363,000
TWO SIGMA INVESTMENTS, LP
22,348,600
PAYDEN & RYGEL INVESTMENT GROUP
20,018,000
Additions
Fund Name
% Increased
Spartan Planning & Wealth Management
68,950
Janney Capital Management LLC
5,032
Northwest Financial Advisors
3,440
Colony Group, LLC
1,989
HRT FINANCIAL LP
1,464
TWO SIGMA ADVISERS, LP
1,326
General Partner, Inc.
846
Brevan Howard Capital Management LP
844
Reductions
Fund Name
% Reduced
Optiver Holding B.V.
-99.84
OFI INVEST ASSET MANAGEMENT
-99.35
Fullerton Fund Management Co Ltd.
-98.05
Penserra Capital Management LLC
-97.7
SAPIENT CAPITAL LLC
-97.62
LSV ASSET MANAGEMENT
-96.79
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-96.4
Schonfeld Strategic Advisors LLC
-94.74
Sold off
Fund Name
$ Sold
NORGES BANK
-958,105,000
AustralianSuper Pty Ltd
-41,199,400
ARGENT CAPITAL MANAGEMENT LLC
-22,020,500
Vest Financial, LLC
-12,862,400
MEITAV INVESTMENT HOUSE LTD
-12,222,800
Polar Capital Holdings Plc
-11,114,400
Winslow Capital Management, LLC
-10,286,900
LBP AM SA
-10,263,700