Morgan Stanley
685 hedge funds and large institutions have $43.5B invested in Morgan Stanley in 2013 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 283 reducing their positions, and 39 closing their positions.
118% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 39
16% more capital invested
Capital invested by funds: $37.5B → $43.5B (+$5.97B)
6% more funds holding
Funds holding: 647 → 685 (+38)
0.47% less ownership
Funds ownership: 78.48% → 78.01% (-0.47%)
12% less funds holding in top 10
Funds holding in top 10: 33 → 29 (-4)
21% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 283
49% less call options, than puts
Call options by funds: $714M | Put options by funds: $1.41B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$279M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$99.7M |
| 3 |
JP Morgan Chase
New York
|
+$92.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$63.1M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$276M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$186M |
| 3 |
Lazard Asset Management
New York
|
-$157M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$81.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$72.9M |
MS Hedge Fund Activity: Q3 2013 in Review
685 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2013, worth a combined $43.5B — up 16% from $37.5B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new MS positions and 39 closed out — a net gain of 46 holders — while 224 added to existing stakes and 283 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $279M. The largest seller was Franklin Resources, cutting an estimated $276M.
- 685 institutional investors held Morgan Stanley (MS) as of Q3 2013, up from 647 in Q2 2013.
- Funds reported $43.5B of Morgan Stanley stock for Q3 2013, up 16% quarter-over-quarter.
- 85 funds opened new Morgan Stanley positions in Q3 2013 and 39 closed out, a net change of +46 holders.
- The largest Morgan Stanley buyer in Q3 2013 was Fidelity Investments, an estimated $279M added.
- The largest Morgan Stanley seller in Q3 2013 was Franklin Resources, an estimated $276M sold.
Based on aggregated 13F filings for Q3 2013.