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Morgan Stanley
MS

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.89B)

1.43% more ownership

Funds ownership: 77.41% → 78.84% (+1.4%)

0% more funds holding

Funds holding: 730 → 733 (+3)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

13% less funds holding in top 10

Funds holding in top 10: 30 → 26 (-4)

46% less call options, than puts

Call options by funds: $457M | Put options by funds: $847M

Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.07%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$681M
2
JP Morgan Chase
JP Morgan Chase
New York
+$256M
3
Norges Bank
Norges Bank
Norway
+$213M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
5
CGM
Capital Growth Management
Massachusetts
+$101M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
3
FAM
Fred Alger Management
New York
-$75.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$66.1M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$65.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
626
Ballentine Partners
Massachusetts
$203K +$193K +6,268 New
HFS
627
HL Financial Services
Kentucky
$202K -$427K -13,837 -69%
CNAM
628
Campbell Newman Asset Management
Wisconsin
$202K +$193K +6,244 New
SPC
629
Stewart & Patten Company
California
$201K -$43.2K -1,400 -18%
KFC
630
Klingenstein Fields & Co
New York
$201K +$192K +6,221 New
HCM
631
Highlander Capital Management
New Jersey
$200K – – –
SAMC
632
Shinko Asset Management Company
Japan
$192K – – –
FAM
633
Formidable Asset Management
Ohio
$189K – – –
BAM
634
Brave Asset Management
New Jersey
$186K – – –
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$175K -$6.17K -200 -4%
RNS
636
Robert N. Shapiro
$172K – – –
EWM
637
Evercore Wealth Management
New York
$169K +$13.7K +444 +9%
HCC
638
Hirtle Callaghan & Co
Pennsylvania
$155K +$148K +4,800 New
SSG
639
Summit Securities Group
New York
$155K +$148K +4,800 New
SF
640
Synovus Financial
Georgia
$148K +$31 +1 +0%
Envestnet Asset Management
641
Envestnet Asset Management
Illinois
$146K -$60.3K -1,956 -30%
MCM
642
Manchester Capital Management
Vermont
$145K -$20K -650 -13%
First Manhattan
643
First Manhattan
New York
$137K -$340K -11,040 -72%
DBT
644
Dubuque Bank & Trust
Iowa
$135K +$129K +4,177 New
RIA
645
Regal Investment Advisors
Michigan
$117K – – –
CFS
646
Community Financial System
New York
$113K – – –
WA
647
WFG Advisors
Texas
$112K +$123 +4 +0.1%
AIM
648
Acuity Investment Management
Ontario, Canada
$110K – – –
ECM
649
Estabrook Capital Management
New York
$109K -$40.1K -1,300 -28%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
24 25
26
27 28

MS Hedge Fund Activity: Q2 2014 in Review

733 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2014, worth a combined $50.2B — up 6.1% from $47.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MS positions and 53 closed out — a net gain of 8 holders — while 267 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $681M. The largest seller was Fidelity Investments, cutting an estimated $330M.

  • 733 institutional investors held Morgan Stanley (MS) as of Q2 2014, up from 730 in Q1 2014.
  • Funds reported $50.2B of Morgan Stanley stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 61 funds opened new Morgan Stanley positions in Q2 2014 and 53 closed out, a net change of +8 holders.
  • The largest Morgan Stanley buyer in Q2 2014 was T. Rowe Price Associates, an estimated $681M added.
  • The largest Morgan Stanley seller in Q2 2014 was Fidelity Investments, an estimated $330M sold.

Based on aggregated 13F filings for Q2 2014.