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Morgan Stanley
MS

1,044 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 338 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 46

13% more funds holding

Funds holding: 922 → 1,044 (+122)

8% more capital invested

Capital invested by funds: $75.1B → $80.9B (+$5.85B)

6% more funds holding in top 10

Funds holding in top 10: 33 → 35 (+2)

0.47% more ownership

Funds ownership: 84.88% → 85.36% (+0.47%)

4% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 353

74% less call options, than puts

Call options by funds: $695M | Put options by funds: $2.67B

Holders
1,044
Holders Change
+122
Holders Change %
+13.23%
% of All Funds
23.68%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
338
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$186M
2
Citadel Advisors
Citadel Advisors
Florida
+$176M
3
AAMU
Amundi Asset Management US
Massachusetts
+$175M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$97.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$84.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$582M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
3
Bank of America
Bank of America
North Carolina
-$147M
4
Credit Agricole
Credit Agricole
France
-$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
826
Ritholtz Wealth Management
New York
$226K +$217K +4,298 New
NCM
827
Noesis Capital Mangement
Florida
$223K +$215K +4,259 New
EWG
828
Executive Wealth Group
Washington
$221K +$213K +4,216 New
GIA
829
GHP Investment Advisors
Colorado
$221K +$51 +1 +0%
VWA
830
V Wealth Advisors
Kansas
$221K +$205K +4,056 New
NIM
831
NuWave Investment Management
New Jersey
$221K +$212K +4,197 New
AWM
832
AE Wealth Management
Kansas
$221K +$213K +4,210 New
WSFS
833
Wilmington Savings Fund Society
Delaware
$217K +$209K +4,131 New
BAM
834
Brave Asset Management
New Jersey
$215K +$207K +4,100 New
BMO
835
Beck Mack & Oliver
New York
$215K +$208K +4,105 New
GP
836
Girard Partners
Pennsylvania
$214K +$207K +4,084 New
PL
837
Parkwood LLC
Ohio
$212K +$204K +4,036 New
GIA
838
Granite Investment Advisors
New Hampshire
$211K +$204K +4,029 New
MOS
839
MGO One Seven
Ohio
$211K +$204K +4,029 New
SFG
840
Sather Financial Group
Texas
$210K -$25.3K -500 -11%
HA
841
Harbor Advisors
Florida
$210K +$202K +4,000 New
QOP
842
Quinn Opportunity Partners
Virginia
$210K +$202K +4,000 New
RCC
843
Red Cedar Capital
Nebraska
$210K +$202K +4,000 New
SMFS
844
Squar Milner Financial Services
California
$209K +$184K +3,635 New
ST
845
Smithfield Trust
Pennsylvania
$208K -$6.22K -123 -3%
VCWA
846
Vanguard Capital Wealth Advisors
Colorado
$207K +$200K +3,948 New
HCM
847
Hodges Capital Management
Texas
$206K -$378K -7,470 -66%
SC
848
SRB Corp
Massachusetts
$206K – – –
GLA
849
Great Lakes Advisors
Illinois
$206K +$198K +3,921 New
AIA
850
Allegis Investment Advisors
Idaho
$206K +$198K +3,923 New
32 33
34
35 36

MS Hedge Fund Activity: Q4 2017 in Review

1,044 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2017, worth a combined $80.9B — up 7.8% from $75.1B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new MS positions and 46 closed out — a net gain of 130 holders — while 338 added to existing stakes and 353 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $582M.

  • 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2017, up from 922 in Q3 2017.
  • Funds reported $80.9B of Morgan Stanley stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 176 funds opened new Morgan Stanley positions in Q4 2017 and 46 closed out, a net change of +130 holders.
  • The largest Morgan Stanley buyer in Q4 2017 was Fidelity Investments, an estimated $186M added.
  • The largest Morgan Stanley seller in Q4 2017 was T. Rowe Price Associates, an estimated $582M sold.

Based on aggregated 13F filings for Q4 2017.