Morgan Stanley
736 hedge funds and large institutions have $47.4B invested in Morgan Stanley in 2013 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 45 closing their positions.
131% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 45
24% more funds holding in top 10
Funds holding in top 10: 29 → 36 (+7)
9% more capital invested
Capital invested by funds: $43.5B → $47.4B (+$3.88B)
7% more funds holding
Funds holding: 685 → 736 (+51)
0.08% less ownership
Funds ownership: 78.01% → 77.93% (-0.08%)
12% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 274
51% less call options, than puts
Call options by funds: $744M | Put options by funds: $1.52B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$342M |
| 2 |
Goldman Sachs
New York
|
+$90.3M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$83.6M |
| 4 |
CCI
Columbus Circle Investors
|
+$74.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$401M |
| 2 |
SC
Sculptor Capital
New York
|
-$200M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$173M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$124M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$85.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
776
Victory Capital Management
San Antonio,
Texas
| – | -$29K | -1,103 | Closed |
|
|
FANJ
777
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$8K | -325 | Closed |
|
|
WRM
778
Westport Resources Management
Westport,
Connecticut
| – | -$7K | -248 | Closed |
|
|
ECM
779
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$4K | -150 | Closed |
|
|
WF
780
WealthTrust Fairport
Cleveland,
Ohio
| – | -$2K | -89 | Closed |
|
|
ECM
781
ETrade Capital Management
Arlington,
Virginia
| – | -$1K | -31 | Closed |
|
MS Hedge Fund Activity: Q4 2013 in Review
736 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2013, worth a combined $47.4B — up 8.9% from $43.5B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new MS positions and 45 closed out — a net gain of 59 holders — while 242 added to existing stakes and 274 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $342M. The largest seller was Jennison Associates, cutting an estimated $401M.
- 736 institutional investors held Morgan Stanley (MS) as of Q4 2013, up from 685 in Q3 2013.
- Funds reported $47.4B of Morgan Stanley stock for Q4 2013, up 8.9% quarter-over-quarter.
- 104 funds opened new Morgan Stanley positions in Q4 2013 and 45 closed out, a net change of +59 holders.
- The largest Morgan Stanley buyer in Q4 2013 was Fidelity Investments, an estimated $342M added.
- The largest Morgan Stanley seller in Q4 2013 was Jennison Associates, an estimated $401M sold.
Based on aggregated 13F filings for Q4 2013.