Morgan Stanley
1,044 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 338 increasing their positions, 353 reducing their positions, and 46 closing their positions.
283% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 46
13% more funds holding
Funds holding: 922 → 1,044 (+122)
8% more capital invested
Capital invested by funds: $75.1B → $80.9B (+$5.85B)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
0.47% more ownership
Funds ownership: 84.88% → 85.36% (+0.47%)
4% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 353
74% less call options, than puts
Call options by funds: $695M | Put options by funds: $2.67B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$186M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$176M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$175M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$97.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$84.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$582M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$163M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$147M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$123M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$117M |
MS Hedge Fund Activity: Q4 2017 in Review
1,044 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2017, worth a combined $80.9B — up 7.8% from $75.1B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new MS positions and 46 closed out — a net gain of 130 holders — while 338 added to existing stakes and 353 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $582M.
- 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2017, up from 922 in Q3 2017.
- Funds reported $80.9B of Morgan Stanley stock for Q4 2017, up 7.8% quarter-over-quarter.
- 176 funds opened new Morgan Stanley positions in Q4 2017 and 46 closed out, a net change of +130 holders.
- The largest Morgan Stanley buyer in Q4 2017 was Fidelity Investments, an estimated $186M added.
- The largest Morgan Stanley seller in Q4 2017 was T. Rowe Price Associates, an estimated $582M sold.
Based on aggregated 13F filings for Q4 2017.