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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
MFS
551
MSI Financial Services
Massachusetts
$235K +$228K +9,607 New
DCM
552
Dynamic Capital Management
Jersey
$232K +$225K +9,500 New
LDB
553
Lee, Danner & Bass
Tennessee
$232K +$225K +9,500 New
FTIOP
554
Fiduciary Trust International of Pennsylvania
Pennsylvania
$229K +$223K +9,393 New
FMLI
555
Fukoku Mutual Life Insurance
Japan
$220K +$213K +9,000 New
GLRA
556
Gerald L. Ray & Associates
Texas
$216K +$209K +8,816 New
RJT
557
Raymond James Trust
Florida
$216K +$209K +8,827 New
FNBT
558
FineMark National Bank & Trust
Florida
$212K +$206K +8,705 New
NB
559
Norinchukin Bank
Japan
$210K +$204K +8,581 New
NPC
560
National Planning Corporation
California
$210K +$205K +8,657 New
USGIU
561
U.S. Global Investors (USGI)
Texas
$209K +$203K +8,575 New
ICM
562
IMS Capital Management
Oregon
$208K +$202K +8,500 New
SAMC
563
Shinko Asset Management Company
Japan
$208K +$202K +8,500 New
SIM
564
SSI Investment Management
California
$205K +$200K +8,420 New
GPA
565
GSB Podium Advisors
New York
$202K +$196K +8,252 New
SI
566
Stephens Inc
Arkansas
$201K +$195K +8,233 New
LC
567
Loews Corp
New York
$200K +$195K +8,204 New
AAM
568
Advisors Asset Management
Colorado
$197K +$191K +8,064 New
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$195K +$189K +7,978 New
CC
570
Colrain Capital
Massachusetts
$183K +$178K +7,500 New
BPBT
571
Boston Private Bank & Trust
Massachusetts
$172K +$167K +7,050 New
WT
572
Whittier Trust
California
$171K +$166K +7,009 New
LIA
573
LS Investment Advisors
Michigan
$169K +$164K +6,924 New
HCM
574
Highlander Capital Management
New Jersey
$151K +$147K +6,200 New
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K +$147K +6,180 New
21 22
23
24 25

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.