Morgan Stanley
1,044 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 416 reducing their positions, and 137 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
12% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 137
1% more funds holding
Funds holding: 1,035 → 1,044 (+9)
0.51% less ownership
Funds ownership: 85.04% → 84.53% (-0.51%)
17% less capital invested
Capital invested by funds: $68.9B → $57.3B (-$11.6B)
24% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 416
45% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$236M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$228M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$210M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$164M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$518M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$370M |
| 3 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$311M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$310M |
| 5 |
JP Morgan Chase
New York
|
-$256M |
MS Hedge Fund Activity: Q4 2018 in Review
1,044 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2018, worth a combined $57.3B — down 17% from $68.9B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new MS positions and 137 closed out — a net gain of 16 holders — while 315 added to existing stakes and 416 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $236M. The largest seller was Citadel Advisors, cutting an estimated $518M.
- 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2018, up from 1,035 in Q3 2018.
- Funds reported $57.3B of Morgan Stanley stock for Q4 2018, down 17% quarter-over-quarter.
- 153 funds opened new Morgan Stanley positions in Q4 2018 and 137 closed out, a net change of +16 holders.
- The largest Morgan Stanley buyer in Q4 2018 was ValueAct Holdings, an estimated $236M added.
- The largest Morgan Stanley seller in Q4 2018 was Citadel Advisors, an estimated $518M sold.
Based on aggregated 13F filings for Q4 2018.