Morgan Stanley
890 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2016 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 57 closing their positions.
211% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 57
125% more funds holding in top 10
Funds holding in top 10: 16 → 36 (+20)
34% more capital invested
Capital invested by funds: $50.7B → $67.8B (+$17.1B)
14% more funds holding
Funds holding: 783 → 890 (+107)
2.28% more ownership
Funds ownership: 83.39% → 85.67% (+2.3%)
12% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 309
41% less call options, than puts
Call options by funds: $1.55B | Put options by funds: $2.63B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$453M |
| 2 |
State Street
Boston,
Massachusetts
|
+$246M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$232M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$150M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$567M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$513M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$513M |
| 4 |
JP Morgan Chase
New York
|
-$159M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$124M |
MS Hedge Fund Activity: Q4 2016 in Review
890 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2016, worth a combined $67.8B — up 34% from $50.7B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new MS positions and 57 closed out — a net gain of 120 holders — while 271 added to existing stakes and 309 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $453M. The largest seller was ValueAct Holdings, cutting an estimated $567M.
- 890 institutional investors held Morgan Stanley (MS) as of Q4 2016, up from 783 in Q3 2016.
- Funds reported $67.8B of Morgan Stanley stock for Q4 2016, up 34% quarter-over-quarter.
- 177 funds opened new Morgan Stanley positions in Q4 2016 and 57 closed out, a net change of +120 holders.
- The largest Morgan Stanley buyer in Q4 2016 was Fidelity Investments, an estimated $453M added.
- The largest Morgan Stanley seller in Q4 2016 was ValueAct Holdings, an estimated $567M sold.
Based on aggregated 13F filings for Q4 2016.