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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
Lazard Asset Management
26
Lazard Asset Management
New York
$232M +$225M +9,500,684 New
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226M +$219M +9,238,208 New
TCIM
28
TIAA CREF Investment Management
New York
$223M +$217M +9,130,316 New
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$221M +$215M +9,064,766 New
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$213M +$207M +8,711,439 New
FAM
31
Fred Alger Management
New York
$195M +$189M +7,975,934 New
SC
32
Sculptor Capital
New York
$163M +$158M +6,665,278 New
Legal & General Group
33
Legal & General Group
United Kingdom
$160M +$155M +6,549,014 New
JHIU
34
Janus Henderson Investors US
Colorado
$154M +$149M +6,303,364 New
PI
35
Putnam Investments
Massachusetts
$151M +$147M +6,188,528 New
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$150M +$146M +6,136,004 New
Goldman Sachs
37
Goldman Sachs
New York
$148M +$144M +6,073,169 New
PP
38
Prudential plc
United Kingdom
$145M +$141M +5,934,509 New
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$133M +$129M +5,440,600 New
WT
40
Wellcome Trust
United Kingdom
$132M +$128M +5,400,000 New
Fidelity International
41
Fidelity International
Bermuda
$129M +$125M +5,282,380 New
CANY
42
Caxton Associates (New York)
New York
$128M +$124M +5,235,004 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$112M +$109M +4,578,878 New
Norges Bank
44
Norges Bank
Norway
$111M +$108M +4,538,864 New
O
45
OppenheimerFunds
New York
$107M +$104M +4,367,448 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$105M +$102M +4,299,412 New
Wells Fargo
47
Wells Fargo
California
$101M +$98.4M +4,149,413 New
Charles Schwab
48
Charles Schwab
California
$101M +$97.1M +4,093,365 New
TA
49
Teachers Advisors
New York
$98.3M +$95.4M +4,024,591 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$97.8M +$94.9M +4,003,507 New
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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.