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Morgan Stanley

1,033 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 363 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

0% less funds holding

Funds holding: 1,0381,033 (-5)

0.92% less ownership

Funds ownership: 85.31%84.39% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 382

15% less capital invested

Capital invested by funds: $82.4B → $70.5B (-$12B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

43% less call options, than puts

Call options by funds: $998M | Put options by funds: $1.74B

Holders
1,033
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.65%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
363
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$97.9M +$14.3M +272,976 +15%
FAM
77
Fred Alger Management
New York
$97.2M -$44.2M -845,392 -29%
Fisher Asset Management
78
Fisher Asset Management
Washington
$95.4M -$2.81M -53,842 -3%
Barclays
79
Barclays
United Kingdom
$91.9M -$51.6M -986,829 -34%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$91.6M -$44.5M -851,300 -31%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$86.7M -$1.35M -25,818 -1%
Two Sigma Investments
82
Two Sigma Investments
New York
$84.4M +$91M +1,740,833 +4,295%
OTPPB
83
Ontario Teachers' Pension Plan Board
Ontario, Canada
$83.8M +$23.8M +455,117 +35%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$83.3M -$2.95M -56,400 -3%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$83.2M +$88.4M +1,691,441 +2,628%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$82.3M -$9.64M -184,576 -10%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$77.4M +$85.3M +1,633,107 New
N
88
Natixis
France
$74.6M +$74.7M +1,428,824 +978%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$74.3M -$8.1M -155,075 -9%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$73.5M -$5.23M -100,000 -6%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$72.8M -$994K -19,015 -1%
PI
92
Putnam Investments
Massachusetts
$71.4M +$30M +573,587 +61%
USAA
93
United Services Automobile Association
Texas
$68.9M +$29.3K +561 +0%
WHG
94
Westwood Holdings Group
Texas
$68.1M -$2.88M -55,117 -4%
CA
95
Commerzbank Aktiengesellschaft
Germany
$67.1M +$393K +7,528 +0.5%
ASC
96
Atalanta Sosnoff Capital
New York
$64.4M -$902K -17,259 -1%
MWA
97
Marshall Wace Asia
Hong Kong
$63.4M -$4.96M -94,878 -7%
BCM
98
Bridgeway Capital Management
Texas
$63.2M +$69.7M +1,333,400 New
Canada Life
99
Canada Life
Manitoba, Canada
$62.5M -$499K -9,555 -0.7%
Calamos Advisors
100
Calamos Advisors
Illinois
$60.2M +$11.6M +221,443 +21%

MS Hedge Fund Activity: Q2 2018 in Review

1,033 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2018, worth a combined $70.5B — down 15% from $82.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MS positions and 101 closed out — a net gain of 1 holder — while 363 added to existing stakes and 382 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 1,033 institutional investors held Morgan Stanley (MS) as of Q2 2018, down from 1,038 in Q1 2018.
  • Funds reported $70.5B of Morgan Stanley stock for Q2 2018, down 15% quarter-over-quarter.
  • 102 funds opened new Morgan Stanley positions in Q2 2018 and 101 closed out, a net change of +1 holder.
  • The largest Morgan Stanley buyer in Q2 2018 was Renaissance Technologies, an estimated $190M added.
  • The largest Morgan Stanley seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.