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Morgan Stanley
MS

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.48% more ownership

Funds ownership: 0% → 78.48% (+78%)

48% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.51B

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
N
101
Nuveen
North Carolina
$36.1M +$35M +1,477,099 New
SOMRS
102
State of Michigan Retirement System
Michigan
$35.5M +$34.5M +1,454,255 New
Aviva
103
Aviva
United Kingdom
$34.6M +$33.6M +1,418,317 New
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4M +$33.4M +1,408,474 New
Nomura Holdings
105
Nomura Holdings
Japan
$34.2M +$33M +1,392,633 New
CHCM
106
Columbus Hill Capital Management
New Jersey
$33.3M +$32.3M +1,363,873 New
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$32.1M +$31.1M +1,312,032 New
Caisse de Depot et Placement du Quebec (CDPQ)
108
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.1M +$31.1M +1,311,945 New
USAA
109
United Services Automobile Association
Texas
$30.7M +$29.8M +1,257,771 New
Neuberger Berman Group
110
Neuberger Berman Group
New York
$30.7M +$29.8M +1,256,723 New
BPM
111
Bronson Point Management
Connecticut
$28.8M +$28M +1,178,700 New
STC
112
SEI Trust Company
Pennsylvania
$28.7M +$27.9M +1,176,300 New
SO
113
STRS Ohio
Ohio
$27.8M +$27M +1,136,408 New
CCM
114
Cornerstone Capital Management
Minnesota
$27.3M +$26.5M +1,116,773 New
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.9M +$26.1M +1,102,285 New
SAM
116
Sentinel Asset Management
Vermont
$25.8M +$25.1M +1,056,500 New
TD Asset Management
117
TD Asset Management
Ontario, Canada
$25.7M +$24.9M +1,050,877 New
NFA
118
Nationwide Fund Advisors
Ohio
$25.5M +$24.8M +1,044,768 New
WM
119
WS Management
Florida
$25M +$24.2M +1,021,500 New
DL
120
Delta Lloyd
Netherlands
$24.7M +$23.9M +1,009,319 New
BGIM
121
Brandywine Global Investment Management
Pennsylvania
$24.3M +$23.6M +994,428 New
BCM
122
Becker Capital Management
Oregon
$23.7M +$23M +968,655 New
IAM
123
Impax Asset Management
New Hampshire
$23.6M +$22.9M +965,284 New
ACI
124
AMP Capital Investors
Australia
$23.6M +$22.3M +941,008 New
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$23.5M +$22.8M +962,895 New
3 4
5
6 7

MS Hedge Fund Activity: Q2 2013 in Review

647 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2013, worth a combined $37.5B.

Buyers outnumbered sellers: 647 funds opened new MS positions and 0 closed out — a net gain of 647 holders — while 0 added to existing stakes and 0 trimmed.

  • 647 institutional investors held Morgan Stanley (MS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $37.5B of Morgan Stanley stock for Q2 2013.
  • 647 funds opened new Morgan Stanley positions in Q2 2013 and 0 closed out, a net change of +647 holders.

Based on aggregated 13F filings for Q2 2013.