Morgan Stanley
1,366 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 601 increasing their positions, 320 reducing their positions, and 81 closing their positions.
290% more first-time investments, than exits
New positions opened: 316 | Existing positions closed: 81
88% more repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 320
70% more funds holding in top 10
Funds holding in top 10: 33 → 56 (+23)
61% more capital invested
Capital invested by funds: $67.9B → $110B (+$41.7B)
19% more funds holding
Funds holding: 1,144 → 1,366 (+222)
1.81% less ownership
Funds ownership: 89.29% → 87.48% (-1.8%)
21% less call options, than puts
Call options by funds: $2.55B | Put options by funds: $3.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.32B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.06B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.06B |
| 4 |
BlackRock
New York
|
+$972M |
| 5 |
Primecap Management
Pasadena,
California
|
+$693M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$332M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$185M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$108M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.5M |
| 5 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
-$85.9M |
MS Hedge Fund Activity: Q4 2020 in Review
1,366 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2020, worth a combined $110B — up 61% from $67.9B a quarter earlier.
Buyers outnumbered sellers: 316 funds opened new MS positions and 81 closed out — a net gain of 235 holders — while 601 added to existing stakes and 320 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was Citadel Advisors, cutting an estimated $332M.
- 1,366 institutional investors held Morgan Stanley (MS) as of Q4 2020, up from 1,144 in Q3 2020.
- Funds reported $110B of Morgan Stanley stock for Q4 2020, up 61% quarter-over-quarter.
- 316 funds opened new Morgan Stanley positions in Q4 2020 and 81 closed out, a net change of +235 holders.
- The largest Morgan Stanley buyer in Q4 2020 was Wellington Management Group, an estimated $1.32B added.
- The largest Morgan Stanley seller in Q4 2020 was Citadel Advisors, an estimated $332M sold.
Based on aggregated 13F filings for Q4 2020.