Morgan Stanley
745 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
7% more capital invested
Capital invested by funds: $38.9B → $41.7B (+$2.86B)
2.62% more ownership
Funds ownership: 80.4% → 83.02% (+2.6%)
3% less funds holding
Funds holding: 765 → 745 (-20)
12% less repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 300
19% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 84
50% less call options, than puts
Call options by funds: $653M | Put options by funds: $1.32B
Top Buyers
Top Sellers
MS Hedge Fund Activity: Q2 2016 in Review
745 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2016, worth a combined $41.7B — up 7.4% from $38.9B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of MS and 68 opened new positions — a net loss of 16 holders — while 300 trimmed existing stakes and 263 added.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $994M. The largest seller was JP Morgan Chase, cutting an estimated $342M.
- 745 institutional investors held Morgan Stanley (MS) as of Q2 2016, down from 765 in Q1 2016.
- Funds reported $41.7B of Morgan Stanley stock for Q2 2016, up 7.4% quarter-over-quarter.
- 68 funds opened new Morgan Stanley positions in Q2 2016 and 84 closed out, a net change of -16 holders.
- The largest Morgan Stanley buyer in Q2 2016 was ValueAct Holdings, an estimated $994M added.
- The largest Morgan Stanley seller in Q2 2016 was JP Morgan Chase, an estimated $342M sold.
Based on aggregated 13F filings for Q2 2016.