Morgan Stanley
1,102 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 375 increasing their positions, 379 reducing their positions, and 109 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 20 → 36 (+16)
73% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 109
45% more capital invested
Capital invested by funds: $47.1B → $68.5B (+$21.4B)
7% more funds holding
Funds holding: 1,032 → 1,102 (+70)
0.47% less ownership
Funds ownership: 90.53% → 90.06% (-0.47%)
1% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 379
34% less call options, than puts
Call options by funds: $1.4B | Put options by funds: $2.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.23B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$332M |
| 3 |
GA
Greenhaven Associates
Purchase,
New York
|
+$276M |
| 4 |
Goldman Sachs
New York
|
+$177M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$407M |
| 2 |
WT
Wellcome Trust
London,
United Kingdom
|
-$272M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$110M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$107M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$104M |
MS Hedge Fund Activity: Q2 2020 in Review
1,102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2020, worth a combined $68.5B — up 45% from $47.1B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new MS positions and 109 closed out — a net gain of 80 holders — while 375 added to existing stakes and 379 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.23B. The largest seller was Arrowstreet Capital, cutting an estimated $407M.
- 1,102 institutional investors held Morgan Stanley (MS) as of Q2 2020, up from 1,032 in Q1 2020.
- Funds reported $68.5B of Morgan Stanley stock for Q2 2020, up 45% quarter-over-quarter.
- 189 funds opened new Morgan Stanley positions in Q2 2020 and 109 closed out, a net change of +80 holders.
- The largest Morgan Stanley buyer in Q2 2020 was T. Rowe Price Associates, an estimated $1.23B added.
- The largest Morgan Stanley seller in Q2 2020 was Arrowstreet Capital, an estimated $407M sold.
Based on aggregated 13F filings for Q2 2020.