Morgan Stanley
919 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 337 increasing their positions, 344 reducing their positions, and 73 closing their positions.
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
4% more capital invested
Capital invested by funds: $67.8B → $70.2B (+$2.38B)
3% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 73
0.44% more ownership
Funds ownership: 84.8% → 85.24% (+0.44%)
0% less funds holding
Funds holding: 921 → 919 (-2)
2% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 344
55% less call options, than puts
Call options by funds: $1.01B | Put options by funds: $2.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$440M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$406M |
| 3 |
Lazard Asset Management
New York
|
+$204M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$199M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$298M |
| 2 |
State Street
Boston,
Massachusetts
|
-$239M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$174M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
MS Hedge Fund Activity: Q2 2017 in Review
919 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2017, worth a combined $70.2B — up 3.5% from $67.8B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new MS positions and 73 closed out — a net gain of 2 holders — while 337 added to existing stakes and 344 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $440M. The largest seller was Eagle Capital Management (New York), cutting an estimated $298M.
- 919 institutional investors held Morgan Stanley (MS) as of Q2 2017, down from 921 in Q1 2017.
- Funds reported $70.2B of Morgan Stanley stock for Q2 2017, up 3.5% quarter-over-quarter.
- 75 funds opened new Morgan Stanley positions in Q2 2017 and 73 closed out, a net change of +2 holders.
- The largest Morgan Stanley buyer in Q2 2017 was T. Rowe Price Associates, an estimated $440M added.
- The largest Morgan Stanley seller in Q2 2017 was Eagle Capital Management (New York), an estimated $298M sold.
Based on aggregated 13F filings for Q2 2017.