We are live on ! Find out more
MS icon

Morgan Stanley
MS

1,044 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 416 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 16 → 24 (+8)

12% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 137

1% more funds holding

Funds holding: 1,035 → 1,044 (+9)

0.51% less ownership

Funds ownership: 85.04% → 84.53% (-0.51%)

17% less capital invested

Capital invested by funds: $68.9B → $57.3B (-$11.6B)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 416

45% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.93B

Holders
1,044
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.26%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.53%
New
153
Increased
315
Reduced
416
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$236M
2
Franklin Resources
Franklin Resources
California
+$228M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$210M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$164M
5
Prudential Financial
Prudential Financial
New Jersey
+$138M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$518M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$311M
4
Deutsche Bank
Deutsche Bank
Germany
-$310M
5
JP Morgan Chase
JP Morgan Chase
New York
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
401
Icon Advisers
Colorado
$2.6M – – –
MERSOM
402
Municipal Employees' Retirement System of Michigan
Michigan
$2.59M +$2.85M +65,410 New
AWM
403
Avitas Wealth Management
California
$2.57M +$2.83M +64,848 New
CFM
404
Coronation Fund Managers
South Africa
$2.56M +$2.82M +64,585 New
BCM
405
BTC Capital Management
Iowa
$2.54M +$294K +6,731 +12%
Mackenzie Financial
406
Mackenzie Financial
Ontario, Canada
$2.52M +$1.82M +41,781 +191%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$2.51M -$26.8K -614 -1%
NONA
408
Ninety One North America
New York
$2.48M – – –
NEI
409
Northwest & Ethical Investments
Ontario, Canada
$2.47M +$673K +15,430 +33%
DCM
410
Dimension Capital Management
Florida
$2.42M +$22K +504 +0.8%
PCM
411
Prelude Capital Management
New York
$2.42M +$2.37M +54,233 +790%
MML Investors Services
412
MML Investors Services
Massachusetts
$2.41M -$1.09M -24,921 -29%
RIM
413
Redpoint Investment Management
Australia
$2.4M -$919K -21,050 -26%
EAM
414
Erste Asset Management
Austria
$2.37M +$2.62M +60,059 New
RCIM
415
Russell Clark Investment Management
United Kingdom
$2.35M -$2.74M -62,700 -51%
GAM
416
Gotham Asset Management
New York
$2.3M +$2.54M +58,119 New
CC
417
Centiva Capital
New York
$2.28M +$2.51M +57,500 New
DA
418
Duality Advisers
Florida
$2.26M +$2.48M +56,930 New
KRS
419
Kentucky Retirement Systems
Kentucky
$2.25M +$17.3K +397 +0.7%
AAM
420
Advisors Asset Management
Colorado
$2.23M +$914K +20,937 +60%
NA
421
Neuburgh Advisers
California
$2.22M -$432K -9,894 -15%
AA
422
ALPS Advisors
Colorado
$2.21M -$139K -3,188 -5%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$2.2M -$406K -9,300 -14%
OA
424
Oxbow Advisors
Texas
$2.2M +$2.42M +55,485 New
ARTA
425
A.R.T. Advisors
New York
$2.2M -$2.95M -67,700 -55%
15 16
17
18 19

MS Hedge Fund Activity: Q4 2018 in Review

1,044 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2018, worth a combined $57.3B — down 17% from $68.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MS positions and 137 closed out — a net gain of 16 holders — while 315 added to existing stakes and 416 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $236M. The largest seller was Citadel Advisors, cutting an estimated $518M.

  • 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2018, up from 1,035 in Q3 2018.
  • Funds reported $57.3B of Morgan Stanley stock for Q4 2018, down 17% quarter-over-quarter.
  • 153 funds opened new Morgan Stanley positions in Q4 2018 and 137 closed out, a net change of +16 holders.
  • The largest Morgan Stanley buyer in Q4 2018 was ValueAct Holdings, an estimated $236M added.
  • The largest Morgan Stanley seller in Q4 2018 was Citadel Advisors, an estimated $518M sold.

Based on aggregated 13F filings for Q4 2018.