Morgan Stanley
1,039 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 362 increasing their positions, 410 reducing their positions, and 98 closing their positions.
5% more capital invested
Capital invested by funds: $57.3B → $60.4B (+$3.08B)
5% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 98
0% less funds holding
Funds holding: 1,044 → 1,039 (-5)
0.78% less ownership
Funds ownership: 84.53% → 83.76% (-0.78%)
12% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 410
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
47% less call options, than puts
Call options by funds: $995M | Put options by funds: $1.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$400M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$239M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$216M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$139M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$93.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$600M |
| 2 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$312M |
| 3 |
BlackRock
New York
|
-$251M |
| 4 |
State Street
Boston,
Massachusetts
|
-$221M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$146M |
MS Hedge Fund Activity: Q1 2019 in Review
1,039 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2019, worth a combined $60.4B — up 5.4% from $57.3B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new MS positions and 98 closed out — a net gain of 5 holders — while 362 added to existing stakes and 410 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $400M. The largest seller was T. Rowe Price Associates, cutting an estimated $600M.
- 1,039 institutional investors held Morgan Stanley (MS) as of Q1 2019, down from 1,044 in Q4 2018.
- Funds reported $60.4B of Morgan Stanley stock for Q1 2019, up 5.4% quarter-over-quarter.
- 103 funds opened new Morgan Stanley positions in Q1 2019 and 98 closed out, a net change of +5 holders.
- The largest Morgan Stanley buyer in Q1 2019 was Royal Bank of Canada, an estimated $400M added.
- The largest Morgan Stanley seller in Q1 2019 was T. Rowe Price Associates, an estimated $600M sold.
Based on aggregated 13F filings for Q1 2019.