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Morgan Stanley
MS

783 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 242 increasing their positions, 306 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

21% more capital invested

Capital invested by funds: $41.7B → $50.7B (+$8.95B)

5% more funds holding

Funds holding: 745 → 783 (+38)

0.37% more ownership

Funds ownership: 83.02% → 83.39% (+0.37%)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

21% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 306

34% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.65B

Holders
783
Holders Change
+38
Holders Change %
+5.1%
% of All Funds
20.89%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
90
Increased
242
Reduced
306
Closed
45
Calls
$1.09B
Puts
$1.65B
Net Calls
-$555M
Net Calls Change
+$108M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$162M
2
NI
Numeric Investors
Massachusetts
+$117M
3
VH
ValueAct Holdings
California
+$116M
4
TCIM
TIAA CREF Investment Management
New York
+$83.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.1M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$389M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$204M
3
JP Morgan Chase
JP Morgan Chase
New York
-$182M
4
CGI
CI Global Investments
California
-$160M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
801
Quotient Investors
New York
– -$457K -17,600 Closed
BA
802
Birinyi Associates
Connecticut
– -$422K -16,250 Closed
CG
803
Cutler Group
California
– -$459K -15,386 Closed
AT
804
Arden Trust
Delaware
– -$358 -13,771 Closed
IA
805
Icon Advisers
Colorado
– -$356K -13,700 Closed
JSAM
806
J. Safra Asset Management
New York
– -$355K -13,654 Closed
Northwestern Mutual Wealth Management
807
Northwestern Mutual Wealth Management
Wisconsin
– -$280K -10,804 Closed
EA
808
Euclid Advisors
Connecticut
– -$270K -10,380 Closed
AIA
809
Affinity Investment Advisors
California
– -$255K -9,830 Closed
IAM
810
Impax Asset Management
New Hampshire
– -$252K -9,703 Closed
PAIA
811
Park Avenue Institutional Advisers
New York
– -$250K -9,633 Closed
CSS
812
Cubist Systematic Strategies
Connecticut
– -$237K -9,118 Closed
ZDA
813
Zweig-DiMenna Associates
New York
– -$231K -8,900 Closed
SI
814
SII Investments
Wisconsin
– -$228K -8,772 Closed
VIA
815
Vident Investment Advisory
Georgia
– -$225K -8,671 Closed
Handelsbanken Fonder
816
Handelsbanken Fonder
Sweden
– -$205K -7,872 Closed
PCM
817
Prelude Capital Management
New York
– -$103K -3,956 Closed
SSB
818
Sandy Spring Bank
Maryland
– -$90K -3,475 Closed
AWM
819
Avior Wealth Management
Nebraska
– -$83K -3,200 Closed
FQ
820
First Quadrant
California
– -$49K -1,900 Closed
JAM
821
Jolley Asset Management
North Carolina
– -$24K -925 Closed
RFS
822
Rockefeller Financial Services
New York
– -$7K -275 Closed
AP
823
Advisors Preferred
Maryland
– -$4K -171 Closed
WEC
824
Winslow Evans & Crocker
Massachusetts
– -$4.16K -160 Closed
FWM
825
Focused Wealth Management
New York
– -$3K -100 Closed
30 31 32
33
34

MS Hedge Fund Activity: Q3 2016 in Review

783 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2016, worth a combined $50.7B — up 21% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MS positions and 45 closed out — a net gain of 45 holders — while 242 added to existing stakes and 306 trimmed.

The largest buyer was Bank of America, adding an estimated $162M. The largest seller was Jennison Associates, cutting an estimated $389M.

  • 783 institutional investors held Morgan Stanley (MS) as of Q3 2016, up from 745 in Q2 2016.
  • Funds reported $50.7B of Morgan Stanley stock for Q3 2016, up 21% quarter-over-quarter.
  • 90 funds opened new Morgan Stanley positions in Q3 2016 and 45 closed out, a net change of +45 holders.
  • The largest Morgan Stanley buyer in Q3 2016 was Bank of America, an estimated $162M added.
  • The largest Morgan Stanley seller in Q3 2016 was Jennison Associates, an estimated $389M sold.

Based on aggregated 13F filings for Q3 2016.