Morgan Stanley
783 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 242 increasing their positions, 306 reducing their positions, and 45 closing their positions.
100% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 45
21% more capital invested
Capital invested by funds: $41.7B → $50.7B (+$8.95B)
5% more funds holding
Funds holding: 745 → 783 (+38)
0.37% more ownership
Funds ownership: 83.02% → 83.39% (+0.37%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
21% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 306
34% less call options, than puts
Call options by funds: $1.09B | Put options by funds: $1.65B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$162M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$117M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
+$116M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$83.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$389M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$204M |
| 3 |
JP Morgan Chase
New York
|
-$182M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$160M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$108M |
MS Hedge Fund Activity: Q3 2016 in Review
783 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2016, worth a combined $50.7B — up 21% from $41.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new MS positions and 45 closed out — a net gain of 45 holders — while 242 added to existing stakes and 306 trimmed.
The largest buyer was Bank of America, adding an estimated $162M. The largest seller was Jennison Associates, cutting an estimated $389M.
- 783 institutional investors held Morgan Stanley (MS) as of Q3 2016, up from 745 in Q2 2016.
- Funds reported $50.7B of Morgan Stanley stock for Q3 2016, up 21% quarter-over-quarter.
- 90 funds opened new Morgan Stanley positions in Q3 2016 and 45 closed out, a net change of +45 holders.
- The largest Morgan Stanley buyer in Q3 2016 was Bank of America, an estimated $162M added.
- The largest Morgan Stanley seller in Q3 2016 was Jennison Associates, an estimated $389M sold.
Based on aggregated 13F filings for Q3 2016.