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Morgan Stanley

1,033 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 363 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

0% less funds holding

Funds holding: 1,0381,033 (-5)

0.92% less ownership

Funds ownership: 85.31%84.39% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 382

15% less capital invested

Capital invested by funds: $82.4B → $70.5B (-$12B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

43% less call options, than puts

Call options by funds: $998M | Put options by funds: $1.74B

Holders
1,033
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.65%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
363
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$153M +$1.62M +31,038 +1%
WRF
52
Waddell & Reed Financial
Kansas
$150M -$39.2M -750,013 -19%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$149M +$2.93M +56,157 +2%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$138M +$11.7M +223,227 +8%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$136M -$40.1M -768,035 -21%
Capital World Investors
56
Capital World Investors
California
$133M +$55.7M +1,066,915 +61%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$131M +$363K +6,954 +0.3%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$131M +$38.5M +736,806 +36%
Boston Partners
59
Boston Partners
Massachusetts
$126M +$28.5M +545,059 +26%
EVM
60
Eaton Vance Management
Massachusetts
$125M -$134M -2,562,231 -49%
ECU
61
Egerton Capital (UK)
United Kingdom
$125M -$26.5M -508,031 -16%
Principal Financial Group
62
Principal Financial Group
Iowa
$121M +$30.4M +580,952 +30%
FI
63
Focused Investors
California
$120M +$951K +18,200 +0.7%
CGM
64
Capital Growth Management
Massachusetts
$119M -$11M -210,000 -8%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$113M +$1.57M +30,140 +1%
UBS Group
66
UBS Group
Switzerland
$112M -$16M -306,803 -12%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$112M -$3.71M -70,976 -3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$110M -$2.21M -42,253 -2%
CS
69
Credit Suisse
Switzerland
$108M -$25M -478,326 -17%
Prudential Financial
70
Prudential Financial
New Jersey
$108M -$23.7M -453,490 -17%
Franklin Resources
71
Franklin Resources
California
$105M +$11.8M +225,833 +11%
Asset Management One
72
Asset Management One
Japan
$105M -$2.7M -51,587 -2%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$105M -$2.25M -43,048 -2%
KP
74
Kiltearn Partners
United Kingdom
$102M -$9.37M -179,400 -8%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$101M -$2.67M -51,014 -2%

MS Hedge Fund Activity: Q2 2018 in Review

1,033 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2018, worth a combined $70.5B — down 15% from $82.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MS positions and 101 closed out — a net gain of 1 holder — while 363 added to existing stakes and 382 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 1,033 institutional investors held Morgan Stanley (MS) as of Q2 2018, down from 1,038 in Q1 2018.
  • Funds reported $70.5B of Morgan Stanley stock for Q2 2018, down 15% quarter-over-quarter.
  • 102 funds opened new Morgan Stanley positions in Q2 2018 and 101 closed out, a net change of +1 holder.
  • The largest Morgan Stanley buyer in Q2 2018 was Renaissance Technologies, an estimated $190M added.
  • The largest Morgan Stanley seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.