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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
PAI
501
Pittenger & Anderson Inc
Nebraska
$381K +$370K +15,600 New
BHA
502
Beech Hill Advisors
New York
$370K +$359K +15,150 New
FTI
503
Fiduciary Trust International
Massachusetts
$368K +$357K +15,061 New
BDF
504
Balasa Dinverno & Foltz
$368K +$357K +15,063 New
CIA
505
Choate Investment Advisors
Massachusetts
$367K +$356K +15,028 New
Mirae Asset Global Investments
506
Mirae Asset Global Investments
South Korea
$354K +$344K +14,495 New
CC
507
Courier Capital
New York
$352K +$342K +14,407 New
Janney Montgomery Scott
508
Janney Montgomery Scott
Pennsylvania
$351K +$341K +14,362 New
CNB
509
City National Bank
California
$350K +$340K +14,324 New
BF
510
BOK Financial
Oklahoma
$347K +$336K +14,180 New
PCM
511
Prelude Capital Management
New York
$346K +$336K +14,150 New
H
512
Hexavest
Quebec, Canada
$341K +$331K +13,960 New
BAM
513
Berkshire Asset Management
Pennsylvania
$339K +$329K +13,856 New
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$337K +$327K +13,800 New
SFM
515
Systematic Financial Management
New Jersey
$329K +$320K +13,500 New
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$328K +$319K +13,432 New
VAM
517
Visium Asset Management
New York
$325K +$315K +13,295 New
OWD
518
Osborn Williams & Donohoe
Ohio
$322K +$312K +13,174 New
KWMG
519
King Wealth Management Group
Florida
$321K +$311K +13,123 New
CIP
520
Convergence Investment Partners
Florida
$315K +$306K +12,914 New
CWM
521
Concert Wealth Management
California
$313K +$305K +12,853 New
CONA
522
Capital One National Association
New York
$312K +$303K +12,765 New
ONB
523
Old National Bancorp
Indiana
$304K +$295K +12,458 New
Fisher Asset Management
524
Fisher Asset Management
Washington
$300K +$291K +12,260 New
LCM
525
Laurion Capital Management
New York
$294K +$285K +12,026 New
19 20
21
22 23

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.