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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
Truist Financial
426
Truist Financial
North Carolina
$803K +$779K +32,859 New
P
427
Pitcairn
Pennsylvania
$802K +$778K +32,820 New
OMCS
428
Old Mutual Customised Solutions
South Africa
$799K +$776K +32,700 New
LTFS
429
Ladenburg Thalmann Financial Services
Florida
$796K +$771K +32,513 New
IT
430
Investors Trust
Texas
$772K +$749K +31,592 New
QI
431
QS Investors
New York
$771K +$725K +30,568 New
CIBC World Market
432
CIBC World Market
Ontario, Canada
$768K +$745K +31,431 New
CNBT
433
Canandaigua National Bank & Trust
New York
$763K +$741K +31,234 New
Bank of Nova Scotia
434
Bank of Nova Scotia
Ontario, Canada
$757K +$735K +30,982 New
RA
435
Rational Advisors
New York
$756K +$734K +30,944 New
WPC
436
White Pine Capital
Minnesota
$755K +$733K +30,900 New
SACTSONJ
437
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$755K +$733K +30,903 New
RIL
438
Rothschild Investment LLC
Illinois
$734K +$712K +30,036 New
AAIM
439
American Assets Investment Management
California
$733K +$711K +30,000 New
AL
440
AJO LP
Pennsylvania
$721K +$700K +29,500 New
TYCC
441
Texas Yale Capital Corp
Florida
$717K +$696K +29,350 New
WTIM
442
Wilmington Trust Investment Management
Delaware
$716K +$695K +29,294 New
DSC
443
Duncker Streett & Co
Missouri
$699K +$678K +28,594 New
MAM
444
Meeder Asset Management
Ohio
$693K +$672K +28,350 New
AIMCA
445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$691K +$638K +26,900 New
BNP Paribas Asset Management
446
BNP Paribas Asset Management
France
$691K +$671K +28,302 New
AT
447
Arden Trust
Delaware
$685K +$664K +28,013 New
FNB
448
First Niagara Bank
New York
$672K +$652K +27,486 New
DPIM
449
Duff & Phelps Investment Management
Illinois
$671K +$652K +27,485 New
DD
450
Dominick & Dominick
New York
$655K +$636K +26,817 New
16 17
18
19 20

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.