Moore Capital Management’s Morgan Stanley MS Stock Holding History

Moore Capital Management’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
2024 Q2	–	Sell	-190,190	Closed	-$17.9M	–	505
2024 Q1	$17.9M	Buy	+190,190	New	+$16.7M	0.29%	78
2021 Q3	–	Sell	-550,000	Closed	-$50.4M	–	851
2021 Q2	$50.4M	Buy	550,000 +417,941	+316%	+$35.8M	0.72%	23
2021 Q1	$10.3M	Buy	+132,059	New	+$10.1M	0.13%	122
2020 Q2	–	Sell	-915,000	Closed	-$31.1M	–	276
2020 Q1	$31.1M	Buy	+915,000	New	+$43.1M	1.29%	21
2018 Q2	–	Sell	-1,396,000	Closed	-$75.3M	–	303
2018 Q1	$75.3M	Buy	1,396,000 +456,000	+49%	+$25.2M	1.51%	11
2017 Q4	$49.3M	Sell	940,000 -1,215,000	-56%	-$61.4M	0.9%	23
2017 Q3	$104M	Buy	+2,155,000	New	+$99.9M	2.01%	12
2017 Q2	–	Sell	-1,410,000	Closed	-$60.4M	–	222
2017 Q1	$60.4M	Buy	+1,410,000	New	+$62.6M	1.63%	12
2016 Q1	–	Sell	-1,200,000	Closed	-$38.2M	–	307
2015 Q4	$38.2M	Buy	1,200,000 +1,075,000	+860%	+$35.7M	1.18%	16
2015 Q3	$3.94M	Buy	+125,000	New	+$4.55M	0.18%	157
2014 Q3	–	Sell	-225,000	Closed	-$7.27M	–	471
2014 Q2	$7.27M	Sell	225,000 -575,000	-72%	-$17.7M	0.18%	134
2014 Q1	$24.9M	Buy	+800,000	New	+$24.7M	0.51%	40

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Moore Capital Management's MS Position: Q2 2024 in Review

Moore Capital Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 190,190 shares — an estimated $17.9M sold.

Moore Capital Management first reported a position in MS in Q1 2014 and held it in 12 quarters. The position peaked at $104M in Q3 2017. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Moore Capital Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
Moore Capital Management sold 190,190 Morgan Stanley shares in Q2 2024, an estimated $17.9M.
Moore Capital Management first reported a position in Morgan Stanley in Q1 2014 and held it in 12 quarters.
Moore Capital Management's Morgan Stanley position peaked at $104M in Q3 2017.
1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Moore Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.