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Morgan Stanley
MS

1,035 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 373 increasing their positions, 394 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 81

0.65% more ownership

Funds ownership: 84.39% → 85.04% (+0.65%)

0% more funds holding

Funds holding: 1,033 → 1,035 (+2)

2% less capital invested

Capital invested by funds: $70.5B → $68.9B (-$1.58B)

5% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 394

29% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.87B

33% less funds holding in top 10

Funds holding in top 10: 24 → 16 (-8)

Holders
1,035
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.66%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
373
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$798M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$277M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$244M
4
JP Morgan Chase
JP Morgan Chase
New York
+$132M
5
VH
ValueAct Holdings
California
+$103M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$641M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$527M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$310M
4
AL
AJO LP
Pennsylvania
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1101
Price Wealth
Texas
– -$14K -294 Closed
CIM
1102
Contravisory Investment Management
Massachusetts
– -$14K -288 Closed
JAM
1103
Jolley Asset Management
North Carolina
– -$12K -250 Closed
TAM
1104
Trust Asset Management
Texas
– -$11K -230 Closed
AIS
1105
Accurate Investment Solutions
Pennsylvania
– -$10K -210 Closed
HS
1106
Horan Securities
United States
– -$10K -200 Closed
MCA
1107
Mercer Capital Advisers
New Jersey
– -$9K -200 Closed
BCA
1108
Bay Colony Advisors
Massachusetts
– -$5K -100 Closed
CPA
1109
Clear Perspective Advisors
Illinois
– -$5K -100 Closed
CFC
1110
Coyle Financial Counsel
Illinois
– -$4K -84 Closed
IAS
1111
IMA Advisory Services
Colorado
– -$4K -76 Closed
SWP
1112
Strategic Wealth Partners
Ohio
– -$2K -51 Closed
BCP
1113
Blackhawk Capital Partners
Wisconsin
– -$2K -35 Closed
LWA
1114
Lenox Wealth Advisors
New York
– -$1K -27 Closed
41 42 43 44
45

MS Hedge Fund Activity: Q3 2018 in Review

1,035 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2018, worth a combined $68.9B — down 2.2% from $70.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MS positions and 81 closed out — a net gain of 10 holders — while 373 added to existing stakes and 394 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $798M. The largest seller was Fidelity Investments, cutting an estimated $641M.

  • 1,035 institutional investors held Morgan Stanley (MS) as of Q3 2018, up from 1,033 in Q2 2018.
  • Funds reported $68.9B of Morgan Stanley stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 91 funds opened new Morgan Stanley positions in Q3 2018 and 81 closed out, a net change of +10 holders.
  • The largest Morgan Stanley buyer in Q3 2018 was Citadel Advisors, an estimated $798M added.
  • The largest Morgan Stanley seller in Q3 2018 was Fidelity Investments, an estimated $641M sold.

Based on aggregated 13F filings for Q3 2018.