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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
TNBTD
526
Trustmark National Bank Trust Department
Mississippi
$291K +$282K +11,908 New
CCM
527
Chilton Capital Management
Texas
$288K +$280K +11,787 New
SRC
528
Shufro Rose & Co
New York
$288K +$280K +11,800 New
WP
529
WMS Partners
Maryland
$287K +$279K +11,767 New
WSFS
530
Wilmington Savings Fund Society
Delaware
$286K +$277K +11,685 New
IPC
531
Independent Portfolio Consultants
Florida
$286K +$278K +11,710 New
FAAS
532
First Allied Advisory Services
California
$281K +$273K +11,494 New
GT
533
Glenmede Trust
Pennsylvania
$278K +$271K +11,443 New
BBA
534
BLB&B Advisors
Pennsylvania
$277K +$269K +11,350 New
MC
535
Muhlenkamp & Co
Pennsylvania
$275K +$267K +11,260 New
VanEck Associates
536
VanEck Associates
New York
$272K +$264K +11,149 New
GIS
537
Guardian Investor Services
New York
$272K +$264K +11,152 New
Brown Advisory
538
Brown Advisory
Maryland
$269K +$261K +11,004 New
ACM
539
Aviance Capital Management
Florida
$268K +$260K +10,981 New
HHGA
540
Halbert Hargrove Global Advisors
California
$264K +$256K +10,813 New
CCM
541
Cazenove Capital Management
United Kingdom
$262K +$254K +10,716 New
MA
542
MCF Advisors
Kentucky
$261K +$199K +8,386 New
ECM
543
Estabrook Capital Management
New York
$256K +$248K +10,465 New
FA
544
FDx Advisors
Illinois
$255K +$248K +10,450 New
MYAM
545
Meiji Yasuda Asset Management
Japan
$250K +$240K +10,129 New
CHFS
546
Cobble Hill Financial Services
New Jersey
$247K +$240K +10,100 New
UCFA
547
United Capital Financial Advisors
Texas
$246K +$239K +10,066 New
MA
548
MUFG Americas
New York
$240K +$233K +9,805 New
SBCM
549
Silver Bridge Capital Management
Massachusetts
$239K +$231K +9,752 New
SC
550
Savant Capital
Illinois
$239K +$232K +9,796 New
20 21
22
23 24

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.