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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
921
Holders Change
+31
Holders Change %
+3.48%
% of All Funds
22.93%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
319
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$297M
3
EIP
Epoch Investment Partners
New York
+$223M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$194M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$192M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
2
VH
ValueAct Holdings
California
-$400M
3
State Street
State Street
Massachusetts
-$162M
4
Ameriprise
Ameriprise
Minnesota
-$154M
5
Millennium Management
Millennium Management
New York
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAF
901
Andra AP-fonden
Sweden
$4.95K +$177K +4,000 +4%
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.46K +$4.62K +104 New
TRCT
903
Tower Research Capital (TRC)
New York
$4K -$2.27M -51,049 -100%
CPA
904
Clear Perspective Advisors
Illinois
$4K – – –
LWA
905
Lowe Wealth Advisors
Maryland
$4K – – –
FMA
906
FNY Managed Accounts
New York
$4K +$4.88K +110 New
SAM
907
Shamrock Asset Management
Texas
$3K +$3.55K +80 New
CCMW
908
Cypress Capital Management (Wyoming)
Wyoming
$2.57K – – –
CFD
909
Creative Financial Designs
Indiana
$2K – – –
CFN
910
Cordasco Financial Network
Florida
$2K +$2.09K +47 New
Walleye Trading
911
Walleye Trading
New York
$1.34K +$1.39M +31,380 New
NR
912
Newfound Research
Massachusetts
$1K -$89 -2 -7%
CWM
913
Cranbrook Wealth Management
Michigan
$1K – – –
CPA
914
Cowen Prime Advisors
New York
$1K +$799 +18 New
PFO
915
Pathstone Family Office
New Jersey
$1K +$1.02K +23 New
PB
916
Pinnacle Bancorp
Nebraska
$1K +$1.46K +33 New
SLF
917
Sun Life Financial
Ontario, Canada
$768 – – –
SM
918
Sciencast Management
New Jersey
$298 -$190K -4,282 -38%
PC
919
PointState Capital
New York
– -$82.2M -1,946,300 Closed
SCM
920
Suvretta Capital Management
New York
– -$80.3M -1,900,900 Closed
N
921
Natixis
France
– -$74.6M -1,764,609 Closed
HCM
922
Hoplite Capital Management
New York
– -$61.5M -1,456,407 Closed
H
923
Hexavest
Quebec, Canada
– -$52.6M -1,245,720 Closed
ECM
924
Element Capital Management
New York
– -$23.7M -560,069 Closed
SCM
925
Springhouse Capital Management
Connecticut
– -$22.6M -535,333 Closed
35 36
37
38 39

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.