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Morgan Stanley
MS

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.89B)

1.43% more ownership

Funds ownership: 77.41% → 78.84% (+1.4%)

0% more funds holding

Funds holding: 730 → 733 (+3)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

13% less funds holding in top 10

Funds holding in top 10: 30 → 26 (-4)

46% less call options, than puts

Call options by funds: $457M | Put options by funds: $847M

Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.07%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$681M
2
JP Morgan Chase
JP Morgan Chase
New York
+$256M
3
Norges Bank
Norges Bank
Norway
+$213M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
5
CGM
Capital Growth Management
Massachusetts
+$101M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
3
FAM
Fred Alger Management
New York
-$75.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$66.1M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$65.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
726
Hoxton Financial
West Virginia
$4K – – –
SFSIG
727
San Francisco Sentry Investment Group
California
$4K – – –
TDC
728
Thompson Davis & Co
Virginia
$4K +$3.85K +125 New
SSB
729
Sandy Spring Bank
Maryland
$3K – – –
TSW
730
Thompson Siegel & Walmsley
Virginia
$3K – – –
CAW
731
Cornerstone Advisors (Washington)
Washington
$3K +$1.6K +52 +179%
CG
732
Colony Group
Massachusetts
$3K +$3.08K +100 New
FMII
733
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
TFO
734
Tarbox Family Office
California
$1K – – –
KKRC
735
Kohlberg Kravis Roberts & Co
New York
– -$17.8M -570,600 Closed
Millennium Management
736
Millennium Management
New York
– -$17.5M -561,876 Closed
BPM
737
Bronson Point Management
Connecticut
– -$14.8M -475,000 Closed
KWILP
738
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$13.5M -433,341 Closed
WC
739
Wexford Capital
Florida
– -$11.6M -373,588 Closed
SCA
740
SAC Capital Advisors
Connecticut
– -$10.4M -334,489 Closed
ZAM
741
Zenit Asset Management
Sweden
– -$10M -320,000 Closed
SM
742
SLS Management
New York
– -$9.37M -300,500 Closed
EC
743
EJF Capital
Virginia
– -$9.35M -300,000 Closed
AIM
744
Assured Investment Management
New York
– -$7.01M -225,000 Closed
SCM
745
Stevens Capital Management
Pennsylvania
– -$6.25M -200,670 Closed
SAMNY
746
Samsung Asset Management (New York)
New York
– -$4.44M -142,490 Closed
Connor, Clark & Lunn Investment Management (CC&L)
747
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.69M -107,100 Closed
DCM
748
Driehaus Capital Management
Illinois
– -$3.2M -102,678 Closed
WMSA
749
Weiss Multi-Strategy Advisers
New York
– -$3.12M -100,000 Closed
BCM
750
Bluefin Capital Management
New York
– -$3M -95,000 Closed
28 29
30
31 32

MS Hedge Fund Activity: Q2 2014 in Review

733 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2014, worth a combined $50.2B — up 6.1% from $47.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MS positions and 53 closed out — a net gain of 8 holders — while 267 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $681M. The largest seller was Fidelity Investments, cutting an estimated $330M.

  • 733 institutional investors held Morgan Stanley (MS) as of Q2 2014, up from 730 in Q1 2014.
  • Funds reported $50.2B of Morgan Stanley stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 61 funds opened new Morgan Stanley positions in Q2 2014 and 53 closed out, a net change of +8 holders.
  • The largest Morgan Stanley buyer in Q2 2014 was T. Rowe Price Associates, an estimated $681M added.
  • The largest Morgan Stanley seller in Q2 2014 was Fidelity Investments, an estimated $330M sold.

Based on aggregated 13F filings for Q2 2014.