We are live on ! Find out more
MS icon

Morgan Stanley

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
KPCM
601
Kings Point Capital Management
New York
$38K +$37.1K +1,566 New
PTC
602
Private Trust Company
Ohio
$38K +$37.2K +1,570 New
TFA
603
Transamerica Financial Advisors
Florida
$36K +$34.8K +1,468 New
IRS
604
Invictus RG (Singapore)
Singapore
$32K +$30.6K +1,290 New
WA
605
WealthTrust-Arizona
Arizona
$30K +$28.6K +1,208 New
MBT
606
Monroe Bank & Trust
Michigan
$30K +$28.7K +1,212 New
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$23.9K +1,008 New
MWP
608
MYCIO Wealth Partners
Pennsylvania
$24K +$23.7K +1,000 New
BC
609
Bartlett & Co
Ohio
$23K +$21.9K +924 New
WTC
610
WhitTier Trust Company
Nevada
$23K +$22.4K +943 New
SC
611
StellarOne Corp
Virginia
$22K +$21.7K +916 New
CGT
612
Capital Guardian Trust
California
$21K +$20.3K +858 New
RFS
613
Rockefeller Financial Services
New York
$20K +$19.2K +810 New
BTS
614
BB&T Securities
Virginia
$17.1K +$1.66M +70,163 New
ZTNA
615
Zions Trust National Association
Utah
$17K +$16.3K +688 New
NES
616
New England Securities
New York
$17K +$17K +715 New
TF
617
Tompkins Financial
New York
$13K +$12.7K +536 New
CTC
618
Central Trust Company
Missouri
$12K +$12K +506 New
FFC
619
First Financial Corp
Indiana
$11K +$11.1K +470 New
CFA
620
Carroll Financial Associates
North Carolina
$10K +$9.79K +413 New
FMT
621
First Mercantile Trust
Tennessee
$10K +$10.1K +425 New
LM
622
Lincluden Management
Ontario, Canada
$9.19K +$9.21M +388,537 New
EU
623
Emory University
Georgia
$9K +$8.3K +350 New
ECAM
624
East Coast Asset Management
Massachusetts
$9K +$8.85K +373 New
TWA
625
TCI Wealth Advisors
Arizona
$8K +$7.87K +332 New

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.