Morgan Stanley
788 hedge funds and large institutions have $55.7B invested in Morgan Stanley in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 275 increasing their positions, 324 reducing their positions, and 65 closing their positions.
14% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 65
0% less funds holding
Funds holding: 790 → 788 (-2)
3.47% less ownership
Funds ownership: 83.77% → 80.31% (-3.5%)
14% less capital invested
Capital invested by funds: $64.8B → $55.7B (-$9.1B)
15% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 324
47% less funds holding in top 10
Funds holding in top 10: 34 → 18 (-16)
70% less call options, than puts
Call options by funds: $347M | Put options by funds: $1.14B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$343M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$311M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$304M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.2M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
-$1.89B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 3 |
State Street
Boston,
Massachusetts
|
-$204M |
| 4 |
Jennison Associates
New York
|
-$202M |
| 5 |
Goldman Sachs
New York
|
-$150M |
MS Hedge Fund Activity: Q1 2015 in Review
788 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2015, worth a combined $55.7B — down 14% from $64.8B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new MS positions and 65 closed out — a net gain of 9 holders — while 275 added to existing stakes and 324 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $343M. The largest seller was Securian Asset Management, cutting an estimated $1.89B.
- 788 institutional investors held Morgan Stanley (MS) as of Q1 2015, down from 790 in Q4 2014.
- Funds reported $55.7B of Morgan Stanley stock for Q1 2015, down 14% quarter-over-quarter.
- 74 funds opened new Morgan Stanley positions in Q1 2015 and 65 closed out, a net change of +9 holders.
- The largest Morgan Stanley buyer in Q1 2015 was JP Morgan Chase, an estimated $343M added.
- The largest Morgan Stanley seller in Q1 2015 was Securian Asset Management, an estimated $1.89B sold.
Based on aggregated 13F filings for Q1 2015.