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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
919
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.91%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
337
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$440M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$406M
3
Lazard Asset Management
Lazard Asset Management
New York
+$204M
4
EIP
Epoch Investment Partners
New York
+$199M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$148M

Top Sellers

Rank Fund Capital Flow
1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$298M
2
State Street
State Street
Massachusetts
-$239M
3
PI
Putnam Investments
Massachusetts
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$156M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
926
Ratan Capital Management
Florida
– -$6.43M -150,000 Closed
IP
927
Interval Partners
New York
– -$6.18M -143,223 Closed
GCM
928
Grisanti Capital Management
New York
– -$5.22M -121,800 Closed
GCM
929
Graham Capital Management
Connecticut
– -$4.09M -95,400 Closed
UFF
930
USA Financial Formulas
Michigan
– -$3.6M -83,947 Closed
Simplex Trading
931
Simplex Trading
Illinois
– -$3.28M -75,966 Closed
BA
932
Bridgewater Associates
Connecticut
– -$2.99M -69,834 Closed
CI Investments Inc
933
CI Investments Inc
Ontario, Canada
– -$2.96M -69,210 Closed
BCM
934
Beck Capital Management
Texas
– -$2.84M -66,310 Closed
EGM
935
Engineers Gate Manager
New York
– -$2.23M -52,100 Closed
GA
936
Geneva Advisors
Illinois
– -$2.04M -47,702 Closed
AC
937
Axon Capital
New York
– -$2.03M -47,400 Closed
JIM
938
Jupiter Investment Management
United Kingdom
– -$1.84M -43,051 Closed
TI
939
Trexquant Investment
Connecticut
– -$1.68M -39,206 Closed
CAM
940
Chesapeake Asset Management
New York
– -$1.6M -37,272 Closed
Mariner
941
Mariner
Kansas
– -$1.54M -35,841 Closed
Twin Tree Management
942
Twin Tree Management
Texas
– -$1.41M -32,720 Closed
QOP
943
Quinn Opportunity Partners
Virginia
– -$1.34M -31,395 Closed
Walleye Trading
944
Walleye Trading
New York
– -$1.35M -31,380 Closed
Wealth Enhancement Advisory Services
945
Wealth Enhancement Advisory Services
Minnesota
– -$1.25M -29,602 Closed
GIM
946
Guild Investment Management
California
– -$1.21M -28,190 Closed
HT
947
HAP Trading
New York
– -$1.13M -26,238 Closed
TW
948
Transform Wealth
Colorado
– -$1M -23,430 Closed
CWM
949
Concert Wealth Management
California
– -$857K -20,439 Closed
MIH
950
Madison Investment Holdings
Wisconsin
– -$763K -17,800 Closed
36 37
38
39 40

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.