Morgan Stanley
733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.
15% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 53
6% more capital invested
Capital invested by funds: $47.4B → $50.2B (+$2.89B)
1.43% more ownership
Funds ownership: 77.41% → 78.84% (+1.4%)
0% more funds holding
Funds holding: 730 → 733 (+3)
5% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 280
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
46% less call options, than puts
Call options by funds: $457M | Put options by funds: $847M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$681M |
| 2 |
JP Morgan Chase
New York
|
+$256M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$213M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$106M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$330M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$116M |
| 3 |
FAM
Fred Alger Management
New York
|
-$75.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$66.1M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$65.1M |
MS Hedge Fund Activity: Q2 2014 in Review
733 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2014, worth a combined $50.2B — up 6.1% from $47.4B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MS positions and 53 closed out — a net gain of 8 holders — while 267 added to existing stakes and 280 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $681M. The largest seller was Fidelity Investments, cutting an estimated $330M.
- 733 institutional investors held Morgan Stanley (MS) as of Q2 2014, up from 730 in Q1 2014.
- Funds reported $50.2B of Morgan Stanley stock for Q2 2014, up 6.1% quarter-over-quarter.
- 61 funds opened new Morgan Stanley positions in Q2 2014 and 53 closed out, a net change of +8 holders.
- The largest Morgan Stanley buyer in Q2 2014 was T. Rowe Price Associates, an estimated $681M added.
- The largest Morgan Stanley seller in Q2 2014 was Fidelity Investments, an estimated $330M sold.
Based on aggregated 13F filings for Q2 2014.