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Morgan Stanley
MS

890 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2016 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 57

125% more funds holding in top 10

Funds holding in top 10: 16 → 36 (+20)

34% more capital invested

Capital invested by funds: $50.7B → $67.8B (+$17.1B)

14% more funds holding

Funds holding: 783 → 890 (+107)

2.28% more ownership

Funds ownership: 83.39% → 85.67% (+2.3%)

12% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 309

41% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $2.63B

Holders
890
Holders Change
+107
Holders Change %
+13.67%
% of All Funds
22.25%
Holding in Top 10
36
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+125%
% of All Funds
0.9%
New
177
Increased
271
Reduced
309
Closed
57
Calls
$1.55B
Puts
$2.63B
Net Calls
-$1.08B
Net Calls Change
-$522M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$453M
2
State Street
State Street
Massachusetts
+$246M
3
WRF
Waddell & Reed Financial
Kansas
+$232M
4
APG Asset Management
APG Asset Management
Netherlands
+$150M
5
BA
BlackRock Advisors
Delaware
+$129M

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$567M
2
Franklin Resources
Franklin Resources
California
-$513M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$513M
4
JP Morgan Chase
JP Morgan Chase
New York
-$159M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
451
Martingale Asset Management
Massachusetts
$1.95M +$610K +16,141 +54%
QOP
452
Quinn Opportunity Partners
Virginia
$1.92M – – –
NB
453
Norinchukin Bank
Japan
$1.89M +$357K +9,432 +27%
SQA
454
Simon Quick Advisors
New Jersey
$1.88M +$1.68M +44,550 New
FMBTD
455
First Midwest Bank Trust Division
Illinois
$1.88M +$1.4M +37,060 +500%
AW
456
ACG Wealth
Georgia
$1.84M -$745K -19,694 -31%
VF
457
Virtu Financial
New York
$1.81M +$1.62M +42,850 New
NONA
458
Ninety One North America
New York
$1.78M -$18.5K -488 -1%
HNB
459
Huntington National Bank
Ohio
$1.76M +$410K +10,848 +35%
LAM
460
Lingohr Asset Management
Germany
$1.76M +$588K +15,555 +60%
Mariner
461
Mariner
Kansas
$1.74M +$585K +15,481 +60%
EU
462
Emory University
Georgia
$1.74M +$1.55M +41,070 New
DZ Bank
463
DZ Bank
Germany
$1.71M +$1.53M +40,575 New
AAIM
464
American Assets Investment Management
California
$1.69M – – –
ANRIA
465
American National Registered Investment Advisor
Texas
$1.69M – – –
MNBTD
466
Moody National Bank Trust Division
Texas
$1.69M – – –
CIM
467
CenturyLink Investment Management
Colorado
$1.64M +$447K +11,834 +44%
CSS
468
Cubist Systematic Strategies
Connecticut
$1.62M +$1.45M +38,333 New
CK
469
Cohen Klingenstein
New York
$1.61M – – –
ACM
470
Atika Capital Management
New York
$1.6M +$1.44M +38,000 New
JCM
471
Jafra Capital Management
New York
$1.59M +$1.42M +37,665 New
NIMI
472
Natixis Investment Managers International
France
$1.58M +$54.6K +1,445 +4%
MYAM
473
Meiji Yasuda Asset Management
Japan
$1.57M +$227K +5,990 +19%
BPC
474
Banque Pictet & Cie
Switzerland
$1.57M +$219K +5,800 +19%
SBA
475
Seven Bridges Advisors
New York
$1.56M -$135K -3,583 -9%
17 18
19
20 21

MS Hedge Fund Activity: Q4 2016 in Review

890 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2016, worth a combined $67.8B — up 34% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new MS positions and 57 closed out — a net gain of 120 holders — while 271 added to existing stakes and 309 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $453M. The largest seller was ValueAct Holdings, cutting an estimated $567M.

  • 890 institutional investors held Morgan Stanley (MS) as of Q4 2016, up from 783 in Q3 2016.
  • Funds reported $67.8B of Morgan Stanley stock for Q4 2016, up 34% quarter-over-quarter.
  • 177 funds opened new Morgan Stanley positions in Q4 2016 and 57 closed out, a net change of +120 holders.
  • The largest Morgan Stanley buyer in Q4 2016 was Fidelity Investments, an estimated $453M added.
  • The largest Morgan Stanley seller in Q4 2016 was ValueAct Holdings, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2016.