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Morgan Stanley

1,044 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 338 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 46

13% more funds holding

Funds holding: 9221,044 (+122)

8% more capital invested

Capital invested by funds: $75.1B → $80.9B (+$5.85B)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

0.47% more ownership

Funds ownership: 84.88%85.36% (+0.47%)

4% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 353

74% less call options, than puts

Call options by funds: $695M | Put options by funds: $2.67B

Holders
1,044
Holders Change
+122
Holders Change %
+13.23%
% of All Funds
23.68%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
338
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$333M -$163M -3,230,911 -34%
LSV Asset Management
27
LSV Asset Management
Illinois
$321M +$8.81M +174,300 +3%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$313M -$6.5M -128,587 -2%
Charles Schwab
29
Charles Schwab
California
$311M +$4.27M +84,528 +1%
Wells Fargo
30
Wells Fargo
California
$307M +$29.2M +576,682 +11%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$302M +$97.3M +1,924,877 +50%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$294M +$77.5M +1,533,033 +38%
Bessemer Group
33
Bessemer Group
New Jersey
$272M +$33.4M +660,646 +15%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$270M -$8.67M -171,470 -3%
Lazard Asset Management
35
Lazard Asset Management
New York
$259M -$44.9M -887,989 -15%
Allianz Asset Management
36
Allianz Asset Management
Germany
$259M -$30.2M -597,639 -11%
Citadel Advisors
37
Citadel Advisors
Florida
$256M +$176M +3,484,567 +249%
NI
38
Numeric Investors
Massachusetts
$256M -$28.5M -563,900 -10%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$246M +$28.7M +566,690 +14%
TA
40
Teachers Advisors
New York
$241M +$2.56M +50,619 +1%
AAMU
41
Amundi Asset Management US
Massachusetts
$232M +$175M +3,462,069 +362%
PP
42
Prudential plc
United Kingdom
$223M -$15.8M -311,996 -7%
WRF
43
Waddell & Reed Financial
Kansas
$219M -$21.5M -424,616 -9%
Deutsche Bank
44
Deutsche Bank
Germany
$217M +$75.8M +1,498,709 +57%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$214M -$2.16M -42,762 -1%
UBS AM
46
UBS AM
Illinois
$209M -$1.66M -32,820 -0.8%
FAM
47
Fred Alger Management
New York
$206M +$25.6M +505,625 +15%
PPA
48
Parametric Portfolio Associates
Washington
$206M +$741K +14,644 +0.4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$191M +$25.9M +512,534 +16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$191M

MS Hedge Fund Activity: Q4 2017 in Review

1,044 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2017, worth a combined $80.9B — up 7.8% from $75.1B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new MS positions and 46 closed out — a net gain of 130 holders — while 338 added to existing stakes and 353 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $582M.

  • 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2017, up from 922 in Q3 2017.
  • Funds reported $80.9B of Morgan Stanley stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 176 funds opened new Morgan Stanley positions in Q4 2017 and 46 closed out, a net change of +130 holders.
  • The largest Morgan Stanley buyer in Q4 2017 was Fidelity Investments, an estimated $186M added.
  • The largest Morgan Stanley seller in Q4 2017 was T. Rowe Price Associates, an estimated $582M sold.

Based on aggregated 13F filings for Q4 2017.