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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
PG
926
PEAK6 Group
Illinois
– -$7.18M -154,721 Closed
SEC
927
Seven Eight Capital
New York
– -$4.99M -112,001 Closed
LCM
928
Laurion Capital Management
New York
– -$5.07M -109,300 Closed
JCP
929
Jabre Capital Partners
Switzerland
– -$4.46M -100,000 Closed
MAM
930
Meeder Asset Management
Ohio
– -$4.43M -99,315 Closed
FG
931
FSI Group
Ohio
– -$3.48M -78,000 Closed
D.E. Shaw & Co
932
D.E. Shaw & Co
New York
– -$3.39M -73,120 Closed
LSA
933
L & S Advisors
California
– -$3.09M -69,258 Closed
SSA
934
Schonfeld Strategic Advisors
New York
– -$3.02M -67,741 Closed
BPM
935
Bowling Portfolio Management
Ohio
– -$2.54M -57,053 Closed
LOAMU
936
Lombard Odier Asset Management (USA)
New York
– -$1.93M -43,207 Closed
KJHP
937
K.J. Harrison & Partners
Ontario, Canada
– -$1.88M -42,200 Closed
Alyeska Investment Group
938
Alyeska Investment Group
Illinois
– -$1.56M -34,982 Closed
ACM
939
Avalon Capital Management
California
– -$1.47M -33,036 Closed
ST
940
Sentinel Trust
Texas
– -$1.41M -31,715 Closed
OAC
941
OMERS Administration Corp
Ontario, Canada
– -$1.33M -29,900 Closed
TA
942
Tiedemann Advisors
New York
– -$1.31M -29,311 Closed
NERM
943
New England Research & Management
Illinois
– -$1.13M -25,414 Closed
Voloridge Investment Management
944
Voloridge Investment Management
Florida
– -$1.13M -25,242 Closed
TSS
945
Two Sigma Securities
New York
– -$1.11M -24,965 Closed
AIM
946
Assured Investment Management
New York
– -$831K -18,638 Closed
FP
947
FDO Partners
Massachusetts
– -$788K -17,689 Closed
HHC
948
Hutchin Hill Capital
New York
– -$784K -17,600 Closed
WMSA
949
Weiss Multi-Strategy Advisers
New York
– -$716K -16,062 Closed
DTL
950
Dynamic Technology Lab
Singapore
– -$714K -16,038 Closed
36 37
38
39 40

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.