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Morgan Stanley
MS

783 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 242 increasing their positions, 306 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

21% more capital invested

Capital invested by funds: $41.7B → $50.7B (+$8.95B)

5% more funds holding

Funds holding: 745 → 783 (+38)

0.37% more ownership

Funds ownership: 83.02% → 83.39% (+0.37%)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

21% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 306

34% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.65B

Holders
783
Holders Change
+38
Holders Change %
+5.1%
% of All Funds
20.89%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
90
Increased
242
Reduced
306
Closed
45
Calls
$1.09B
Puts
$1.65B
Net Calls
-$555M
Net Calls Change
+$108M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$162M
2
NI
Numeric Investors
Massachusetts
+$117M
3
VH
ValueAct Holdings
California
+$116M
4
TCIM
TIAA CREF Investment Management
New York
+$83.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.1M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$389M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$204M
3
JP Morgan Chase
JP Morgan Chase
New York
-$182M
4
CGI
CI Global Investments
California
-$160M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
351
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.69M -$1.1M -36,896 -30%
BCM
352
BTC Capital Management
Iowa
$2.69M -$508K -17,022 -17%
SCM
353
Shelton Capital Management
Colorado
$2.67M -$231K -7,749 -9%
CAM
354
CMT Asset Management
Illinois
$2.65M +$2.47M +82,706 New
GIA
355
Gargoyle Investment Advisor
New Jersey
$2.65M – – –
GT
356
Glenmede Trust
Pennsylvania
$2.64M +$2.2M +73,735 +843%
PP
357
Paloma Partners
Connecticut
$2.62M +$176K +5,906 +8%
JWBC
358
J.W. Burns & Co
New York
$2.56M +$1.48M +49,640 +165%
Jacobs Levy Equity Management
359
Jacobs Levy Equity Management
New Jersey
$2.51M +$1.09M +36,500 +87%
CFP
360
Cornerstone Financial Partners
North Carolina
$2.51M +$90.3K +3,028 +4%
KIA
361
KCM Investment Advisors
California
$2.5M +$29.7K +997 +1%
MHC
362
Meyer Handelman Company
New York
$2.44M – – –
AIM
363
Assured Investment Management
New York
$2.41M +$2.06M +69,093 +1,139%
PP
364
Patten & Patten
Tennessee
$2.39M +$23K +772 +1%
TCM
365
Telos Capital Management
California
$2.31M +$27K +906 +1%
AMM
366
American Money Management
California
$2.27M +$2.11M +70,640 New
MA
367
Montag & Associates
Georgia
$2.26M -$937K -31,414 -31%
William Blair & Company
368
William Blair & Company
Illinois
$2.25M +$148K +4,976 +8%
AB
369
Amalgamated Bank
New York
$2.18M -$11.7K -392 -0.6%
EOJOAM
370
E. Ohman J:or Asset Management
Sweden
$2.15M – – –
RAM
371
Roanoke Asset Management
New Jersey
$2.15M -$124K -4,150 -6%
Squarepoint
372
Squarepoint
New York
$2.12M +$1.98M +66,238 New
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$2.09M -$77.6K -2,600 -4%
DCM
374
Dupont Capital Management
Delaware
$2.08M -$1M -33,601 -34%
Two Sigma Advisers
375
Two Sigma Advisers
New York
$2.03M +$1.63M +54,700 +639%
13 14
15
16 17

MS Hedge Fund Activity: Q3 2016 in Review

783 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2016, worth a combined $50.7B — up 21% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MS positions and 45 closed out — a net gain of 45 holders — while 242 added to existing stakes and 306 trimmed.

The largest buyer was Bank of America, adding an estimated $162M. The largest seller was Jennison Associates, cutting an estimated $389M.

  • 783 institutional investors held Morgan Stanley (MS) as of Q3 2016, up from 745 in Q2 2016.
  • Funds reported $50.7B of Morgan Stanley stock for Q3 2016, up 21% quarter-over-quarter.
  • 90 funds opened new Morgan Stanley positions in Q3 2016 and 45 closed out, a net change of +45 holders.
  • The largest Morgan Stanley buyer in Q3 2016 was Bank of America, an estimated $162M added.
  • The largest Morgan Stanley seller in Q3 2016 was Jennison Associates, an estimated $389M sold.

Based on aggregated 13F filings for Q3 2016.