Morgan Stanley
811 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2015 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 278 increasing their positions, 309 reducing their positions, and 48 closing their positions.
73% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 48
56% more funds holding in top 10
Funds holding in top 10: 18 → 28 (+10)
8% more capital invested
Capital invested by funds: $55.7B → $60.4B (+$4.66B)
3% more funds holding
Funds holding: 789 → 811 (+22)
0.72% less ownership
Funds ownership: 80.31% → 79.59% (-0.72%)
10% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 309
56% less call options, than puts
Call options by funds: $552M | Put options by funds: $1.25B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$382M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$173M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$89.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$73.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$71.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$246M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$158M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$99.1M |
| 4 |
State Street
Boston,
Massachusetts
|
-$85.1M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$80.7M |
MS Hedge Fund Activity: Q2 2015 in Review
811 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2015, worth a combined $60.4B — up 8.4% from $55.7B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new MS positions and 48 closed out — a net gain of 35 holders — while 278 added to existing stakes and 309 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $382M. The largest seller was Eagle Capital Management (New York), cutting an estimated $246M.
- 811 institutional investors held Morgan Stanley (MS) as of Q2 2015, up from 789 in Q1 2015.
- Funds reported $60.4B of Morgan Stanley stock for Q2 2015, up 8.4% quarter-over-quarter.
- 83 funds opened new Morgan Stanley positions in Q2 2015 and 48 closed out, a net change of +35 holders.
- The largest Morgan Stanley buyer in Q2 2015 was T. Rowe Price Associates, an estimated $382M added.
- The largest Morgan Stanley seller in Q2 2015 was Eagle Capital Management (New York), an estimated $246M sold.
Based on aggregated 13F filings for Q2 2015.