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HBK Investments’s Morgan Stanley MS Stock Holding History

HBK Investments’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,403
Closed -$943K – 480
2022
Q2 		$943K Buy
+12,403
New +$1.02M 0.01% 409
2022
Q1 		– Sell
-4,240
Closed -$416K – 777
2021
Q4 		$416K Sell
4,240
-11,874
-74% -$1.18M ﹤0.01% 531
2021
Q3 		$1.57M Sell
16,114
-17,382
-52% -$1.72M 0.01% 470
2021
Q2 		$3.07M Buy
33,496
+23,943
+251% +$2.05M 0.01% 415
2021
Q1 		$742K Buy
+9,553
New +$732K ﹤0.01% 632
2020
Q1 		– Sell
-110,572
Closed -$5.65M – 350
2019
Q4 		$5.65M Buy
+110,572
New +$5.23M 0.05% 238
2019
Q3 		– Sell
-34,749
Closed -$1.52M – 711
2019
Q2 		$1.52M Sell
34,749
-3,894
-10% -$174K 0.01% 388
2019
Q1 		$1.63M Sell
38,643
-618,355
-94% -$26M 0.02% 563
2018
Q4 		$26.1M Buy
656,998
+156,498
+31% +$6.83M 0.28% 52
2018
Q3 		$23.3M Buy
500,500
+317,100
+173% +$15.5M 0.18% 70
2018
Q2 		$8.69M Buy
+183,400
New +$9.58M 0.06% 185
2016
Q3 		– Sell
-42,349
Closed -$1.1M – 937
2016
Q2 		$1.1M Sell
42,349
-665,143
-94% -$17.4M 0.01% 552
2016
Q1 		$17.7M Buy
707,492
+625,092
+759% +$16M 0.17% 86
2015
Q4 		$2.62M Buy
+82,400
New +$2.74M 0.02% 351
2013
Q4 		– Sell
-62,959
Closed -$1.7M – 967
2013
Q3 		$1.7M Buy
+62,959
New +$1.69M 0.02% 330

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments's MS Position: Q3 2022 in Review

HBK Investments sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 12,403 shares — an estimated $943K sold.

HBK Investments first reported a position in MS in Q3 2013 and held it in 15 quarters. The position peaked at $26.1M in Q4 2018. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • HBK Investments reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • HBK Investments sold 12,403 Morgan Stanley shares in Q3 2022, an estimated $943K.
  • HBK Investments first reported a position in Morgan Stanley in Q3 2013 and held it in 15 quarters.
  • HBK Investments's Morgan Stanley position peaked at $26.1M in Q4 2018.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on HBK Investments's 13F filing for Q3 2022, filed 14 Nov 2022.