Morgan Stanley
921 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 319 increasing their positions, 335 reducing their positions, and 78 closing their positions.
54% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 78
3% more funds holding
Funds holding: 890 → 921 (+31)
0% more capital invested
Capital invested by funds: $67.8B → $67.8B (+$40.9M)
0.86% less ownership
Funds ownership: 85.67% → 84.8% (-0.86%)
5% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 335
28% less funds holding in top 10
Funds holding in top 10: 36 → 26 (-10)
45% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.91B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.33B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$297M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$223M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$194M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$658M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$400M |
| 3 |
State Street
Boston,
Massachusetts
|
-$162M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$154M |
| 5 |
Millennium Management
New York
|
-$109M |
MS Hedge Fund Activity: Q1 2017 in Review
921 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2017, worth a combined $67.8B — up 0.06% from $67.8B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new MS positions and 78 closed out — a net gain of 42 holders — while 319 added to existing stakes and 335 trimmed.
The largest buyer was BlackRock, adding an estimated $4.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $658M.
- 921 institutional investors held Morgan Stanley (MS) as of Q1 2017, up from 890 in Q4 2016.
- Funds reported $67.8B of Morgan Stanley stock for Q1 2017, up 0.06% quarter-over-quarter.
- 120 funds opened new Morgan Stanley positions in Q1 2017 and 78 closed out, a net change of +42 holders.
- The largest Morgan Stanley buyer in Q1 2017 was BlackRock, an estimated $4.33B added.
- The largest Morgan Stanley seller in Q1 2017 was T. Rowe Price Associates, an estimated $658M sold.
Based on aggregated 13F filings for Q1 2017.