Morgan Stanley
1,143 hedge funds and large institutions have $67.9B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 434 increasing their positions, 401 reducing their positions, and 85 closing their positions.
56% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 85
4% more funds holding
Funds holding: 1,102 → 1,143 (+41)
8% more repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 401
0.77% less ownership
Funds ownership: 90.06% → 89.29% (-0.77%)
1% less capital invested
Capital invested by funds: $68.5B → $67.9B (-$654M)
8% less funds holding in top 10
Funds holding in top 10: 36 → 33 (-3)
23% less call options, than puts
Call options by funds: $1.47B | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$228M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$184M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$95.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$90.4M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$88.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$571M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$369M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
-$139M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$138M |
| 5 |
BlackRock
New York
|
-$124M |
MS Hedge Fund Activity: Q3 2020 in Review
1,143 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2020, worth a combined $67.9B — down 0.95% from $68.5B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new MS positions and 85 closed out — a net gain of 48 holders — while 434 added to existing stakes and 401 trimmed.
The largest buyer was Barclays, adding an estimated $228M. The largest seller was Goldman Sachs, cutting an estimated $571M.
- 1,143 institutional investors held Morgan Stanley (MS) as of Q3 2020, up from 1,102 in Q2 2020.
- Funds reported $67.9B of Morgan Stanley stock for Q3 2020, down 0.95% quarter-over-quarter.
- 133 funds opened new Morgan Stanley positions in Q3 2020 and 85 closed out, a net change of +48 holders.
- The largest Morgan Stanley buyer in Q3 2020 was Barclays, an estimated $228M added.
- The largest Morgan Stanley seller in Q3 2020 was Goldman Sachs, an estimated $571M sold.
Based on aggregated 13F filings for Q3 2020.