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Morgan Stanley
MS

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.48% more ownership

Funds ownership: 0% → 78.48% (+78%)

48% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.51B

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
B
301
Barings
North Carolina
$3.3M +$3.2M +134,993 New
CIM
302
Calvert Investment Management
Maryland
$3.3M +$3.2M +134,900 New
DCMM
303
DG Capital Management (Massachusetts)
Massachusetts
$3.18M +$3.09M +130,305 New
DC
304
Deere & Company
Illinois
$3.15M +$3.06M +129,138 New
SCA
305
SAC Capital Advisors
Connecticut
$3.1M +$3.01M +126,817 New
TMAM
306
Tokio Marine Asset Management
Japan
$3.09M +$3M +126,363 New
GIM
307
Gyrus Investment Management
Ontario, Canada
$3.03M +$2.79M +117,499 New
SAM
308
Securian Asset Management
Minnesota
$3.01M +$2.92M +123,167 New
Nordea Investment Management
309
Nordea Investment Management
Sweden
$3M +$2.91M +122,716 New
NEI
310
Northwest & Ethical Investments
Ontario, Canada
$2.95M +$2.87M +120,868 New
HAI
311
Hennessy Advisors Inc
California
$2.93M +$2.85M +120,000 New
YIA
312
YHB Investment Advisors
Connecticut
$2.89M +$2.8M +118,225 New
RIG
313
Renaissance Investment Group
Massachusetts
$2.87M +$2.79M +117,580 New
Connor, Clark & Lunn Investment Management (CC&L)
314
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.85M +$2.62M +110,600 New
OC
315
Oppenheimer & Co
New York
$2.78M +$2.7M +113,693 New
SIM
316
Sentry Investment Management
Wisconsin
$2.76M +$2.68M +112,886 New
GIA
317
Gargoyle Investment Advisor
New Jersey
$2.71M +$2.63M +110,974 New
PI
318
PineBridge Investments
New York
$2.7M +$2.62M +110,466 New
ST
319
Sentinel Trust
Texas
$2.56M +$2.48M +104,731 New
MWNA
320
Marshall Wace North America
New York
$2.56M +$2.48M +104,764 New
GCP
321
GSA Capital Partners
United Kingdom
$2.54M +$2.47M +103,959 New
OA
322
OFI Advisors
Pennsylvania
$2.54M +$2.47M +103,978 New
FAM
323
Forty4 Asset Management
Illinois
$2.53M +$2.45M +103,500 New
NG
324
NatWest Group
United Kingdom
$2.49M +$2.42M +101,951 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$2.47M +$2.4M +101,034 New
11 12
13
14 15

MS Hedge Fund Activity: Q2 2013 in Review

647 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2013, worth a combined $37.5B.

Buyers outnumbered sellers: 647 funds opened new MS positions and 0 closed out — a net gain of 647 holders — while 0 added to existing stakes and 0 trimmed.

  • 647 institutional investors held Morgan Stanley (MS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $37.5B of Morgan Stanley stock for Q2 2013.
  • 647 funds opened new Morgan Stanley positions in Q2 2013 and 0 closed out, a net change of +647 holders.

Based on aggregated 13F filings for Q2 2013.