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Morgan Stanley
MS

922 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 346 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 27 → 33 (+6)

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

7% more capital invested

Capital invested by funds: $70.2B → $75.1B (+$4.91B)

0% more funds holding

Funds holding: 919 → 922 (+3)

0.36% less ownership

Funds ownership: 85.24% → 84.88% (-0.36%)

5% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 346

61% less call options, than puts

Call options by funds: $900M | Put options by funds: $2.28B

Holders
922
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
22.99%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
346
Closed
67
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$181M
2
MCM
Moore Capital Management
New York
+$99.9M
3
NI
Numeric Investors
Massachusetts
+$98.8M
4
Bank of America
Bank of America
North Carolina
+$87.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$84.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$278M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$164M
4
State Street
State Street
Massachusetts
-$121M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$95.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
826
Bartlett & Co
Ohio
$45K – – –
SNT
827
Security National Trust
West Virginia
$45K – – –
BWA
828
Burt Wealth Advisors
Maryland
$43K – – –
CCM
829
Cribstone Capital Management
Maine
$43K – – –
GBT
830
Grove Bank & Trust
Florida
$42K – – –
PCP
831
Proficio Capital Partners
Massachusetts
$41K -$46 -1 -0.1%
RWA
832
Ropes Wealth Advisors
Massachusetts
$41K – – –
NSIM
833
North Star Investment Management
Illinois
$40K – – –
SGAM
834
Smith Group Asset Management
Texas
$39K -$22.7K -490 -38%
EFSCE
835
Enterprise Financial Services Corp (EFSC)
Missouri
$39K – – –
PCC
836
Park Circle Company
Maryland
$39K – – –
WPA
837
West Paces Advisors
Georgia
$38.6K – – –
CGT
838
Capital Guardian Trust
California
$38K +$36.9K +796 New
MRCM
839
M&R Capital Management
New Jersey
$37K – – –
AWM
840
AllSquare Wealth Management
New York
$36K – – –
TFO
841
Tarbox Family Office
California
$35K +$3.2K +69 +10%
GAM
842
Gemmer Asset Management
California
$34K – – –
DBT
843
Dubuque Bank & Trust
Iowa
$33K -$49.1K -1,058 -60%
LWM
844
Lenox Wealth Management
Ohio
$33K +$3.66K +79 +13%
FMA
845
FNY Managed Accounts
New York
$33K +$32.1K +692 New
ACM
846
Armbruster Capital Management
New York
$30K – – –
AC
847
Alexandria Capital
Virginia
$29K +$93 +2 +0.3%
HCM
848
Horrell Capital Management
Arkansas
$28K – – –
SWA
849
Sutton Wealth Advisors
Florida
$27.3K – – –
WA
850
Winfield Associates
Ohio
$27K – – –
32 33
34
35 36

MS Hedge Fund Activity: Q3 2017 in Review

922 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2017, worth a combined $75.1B — up 7% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new MS positions and 67 closed out — a net gain of 12 holders — while 328 added to existing stakes and 346 trimmed.

The largest buyer was BlackRock, adding an estimated $181M. The largest seller was Fidelity Investments, cutting an estimated $278M.

  • 922 institutional investors held Morgan Stanley (MS) as of Q3 2017, up from 919 in Q2 2017.
  • Funds reported $75.1B of Morgan Stanley stock for Q3 2017, up 7% quarter-over-quarter.
  • 79 funds opened new Morgan Stanley positions in Q3 2017 and 67 closed out, a net change of +12 holders.
  • The largest Morgan Stanley buyer in Q3 2017 was BlackRock, an estimated $181M added.
  • The largest Morgan Stanley seller in Q3 2017 was Fidelity Investments, an estimated $278M sold.

Based on aggregated 13F filings for Q3 2017.