Morgan Stanley
791 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.
153% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 45
42% more funds holding in top 10
Funds holding in top 10: 24 → 34 (+10)
20% more capital invested
Capital invested by funds: $54.2B → $64.8B (+$10.6B)
8% more funds holding
Funds holding: 732 → 791 (+59)
3.59% more ownership
Funds ownership: 80.18% → 83.77% (+3.6%)
7% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 272
60% less call options, than puts
Call options by funds: $558M | Put options by funds: $1.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$1.88B |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
+$347M |
| 3 |
JP Morgan Chase
New York
|
+$166M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$123M |
| 5 |
Jennison Associates
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CANY
Caxton Associates (New York)
New York
|
-$189M |
| 2 |
FAM
Fred Alger Management
New York
|
-$165M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$101M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$94.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.2M |
MS Hedge Fund Activity: Q4 2014 in Review
791 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2014, worth a combined $64.8B — up 20% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new MS positions and 45 closed out — a net gain of 69 holders — while 290 added to existing stakes and 272 trimmed.
The largest buyer was Securian Asset Management, adding an estimated $1.88B. The largest seller was Caxton Associates (New York), cutting an estimated $189M.
- 791 institutional investors held Morgan Stanley (MS) as of Q4 2014, up from 732 in Q3 2014.
- Funds reported $64.8B of Morgan Stanley stock for Q4 2014, up 20% quarter-over-quarter.
- 114 funds opened new Morgan Stanley positions in Q4 2014 and 45 closed out, a net change of +69 holders.
- The largest Morgan Stanley buyer in Q4 2014 was Securian Asset Management, an estimated $1.88B added.
- The largest Morgan Stanley seller in Q4 2014 was Caxton Associates (New York), an estimated $189M sold.
Based on aggregated 13F filings for Q4 2014.