We are live on ! Find out more
MS icon

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
FC
976
Ferris Capital
Massachusetts
– -$84K -1,880 Closed
AIM
977
Acrospire Investment Management
Illinois
– -$62K -1,400 Closed
WEC
978
Winslow Evans & Crocker
Massachusetts
– -$54.6K -1,275 Closed
SIAS
979
Shine Investment Advisory Services
Colorado
– -$43K -963 Closed
PFO
980
Pathstone Family Office
New Jersey
– -$36K -810 Closed
MBT
981
Monroe Bank & Trust
Michigan
– -$32K -712 Closed
PFPT
982
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$22K -500 Closed
GI
983
Gradient Investments
Minnesota
– -$19K -437 Closed
SCM
984
Segantii Capital Management
Hong Kong
– -$9K -200 Closed
NCM
985
Nelson Capital Management
California
– -$5K -180 Closed
MLFP
986
MPS Loria Financial Planners
Illinois
– -$7K -143 Closed
SAM
987
Shamrock Asset Management
Texas
– -$4K -80 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.