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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
AP
476
Advisor Partners
California
$481K +$467K +19,673 New
BAM
477
Burgundy Asset Management
Ontario, Canada
$481K +$467K +19,694 New
MFIMFI
478
Mesirow Financial Investment Management - Fixed Income
Illinois
$471K +$457K +19,260 New
FNT
479
First National Trust
Pennsylvania
$459K +$446K +18,791 New
PGIM
480
Pacific Global Investment Management
California
$459K +$446K +18,798 New
LS
481
Livforsakringsbolaget Skandia
Sweden
$457K +$443K +18,700 New
PNC
482
Park National Corp
Ohio
$456K +$443K +18,672 New
DAM
483
Delta Asset Management
Tennessee
$456K +$443K +18,681 New
FQ
484
First Quadrant
California
$447K +$434K +18,300 New
PSUF
485
People's United Financial
Connecticut
$440K +$427K +17,999 New
ICM
486
Ionic Capital Management
New York
$440K +$427K +18,000 New
FNFDCM
487
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$438K +$425K +17,938 New
WC
488
Whitnell & Co
Illinois
$437K +$425K +17,904 New
ARM
489
Adirondack Research & Management
New York
$424K +$412K +17,375 New
First Manhattan
490
First Manhattan
New York
$422K +$367K +15,484 New
WJA
491
Williams Jones & Associates
New York
$420K +$408K +17,210 New
Creative Planning
492
Creative Planning
Kansas
$415K +$403K +16,990 New
CB
493
Commerce Bank
Missouri
$414K +$401K +16,919 New
CCM
494
Cupps Capital Management
Illinois
$410K +$398K +16,799 New
GLI
495
Guardian Life Insurance
New York
$404K +$392K +16,532 New
FWCM
496
Ferguson Wellman Capital Management
Oregon
$402K +$390K +16,451 New
Cambridge Investment Research Advisors
497
Cambridge Investment Research Advisors
Iowa
$396K +$385K +16,214 New
III
498
Independent Investors Inc
New York
$392K +$381K +16,075 New
RCM
499
Reynolds Capital Management
Nevada
$391K +$379K +16,000 New
RBA
500
Richard Bernstein Advisors
New York
$389K +$378K +15,929 New
18 19
20
21 22

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.