Morgan Stanley
803 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2015 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 334 increasing their positions, 260 reducing their positions, and 80 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 260
0.19% more ownership
Funds ownership: 79.59% → 79.78% (+0.19%)
1% less funds holding
Funds holding: 810 → 803 (-7)
1% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 80
16% less capital invested
Capital invested by funds: $60.4B → $50.7B (-$9.69B)
36% less funds holding in top 10
Funds holding in top 10: 28 → 18 (-10)
63% less call options, than puts
Call options by funds: $472M | Put options by funds: $1.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$199M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$118M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$115M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$87.9M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$80.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$381M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$207M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$144M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$142M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$134M |
MS Hedge Fund Activity: Q3 2015 in Review
803 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2015, worth a combined $50.7B — down 16% from $60.4B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of MS and 79 opened new positions — a net loss of 1 holder — while 260 trimmed existing stakes and 334 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $199M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $381M sold.
- 803 institutional investors held Morgan Stanley (MS) as of Q3 2015, down from 810 in Q2 2015.
- Funds reported $50.7B of Morgan Stanley stock for Q3 2015, down 16% quarter-over-quarter.
- 79 funds opened new Morgan Stanley positions in Q3 2015 and 80 closed out, a net change of -1 holder.
- The largest Morgan Stanley buyer in Q3 2015 was T. Rowe Price Associates, an estimated $199M added.
- The largest Morgan Stanley seller in Q3 2015 was Carmignac Gestion, an estimated $381M sold.
Based on aggregated 13F filings for Q3 2015.