Morgan Stanley
1,032 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 358 increasing their positions, 383 reducing their positions, and 179 closing their positions.
6.78% more ownership
Funds ownership: 83.75% → 90.53% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
7% less repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 383
6% less funds holding
Funds holding: 1,093 → 1,032 (-61)
27% less first-time investments, than exits
New positions opened: 131 | Existing positions closed: 179
32% less capital invested
Capital invested by funds: $69.3B → $47.1B (-$22.2B)
56% less call options, than puts
Call options by funds: $651M | Put options by funds: $1.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$396M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$258M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$211M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$180M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$327M |
| 2 |
BlackRock
New York
|
-$320M |
| 3 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$258M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$134M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$86.8M |
MS Hedge Fund Activity: Q1 2020 in Review
1,032 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2020, worth a combined $47.1B — down 32% from $69.3B a quarter earlier.
Sellers outnumbered buyers: 179 funds closed out of MS and 131 opened new positions — a net loss of 48 holders — while 383 trimmed existing stakes and 358 added.
The largest buyer was JP Morgan Chase, adding an estimated $396M. The largest seller was State Street, cutting an estimated $327M.
- 1,032 institutional investors held Morgan Stanley (MS) as of Q1 2020, down from 1,093 in Q4 2019.
- Funds reported $47.1B of Morgan Stanley stock for Q1 2020, down 32% quarter-over-quarter.
- 131 funds opened new Morgan Stanley positions in Q1 2020 and 179 closed out, a net change of -48 holders.
- The largest Morgan Stanley buyer in Q1 2020 was JP Morgan Chase, an estimated $396M added.
- The largest Morgan Stanley seller in Q1 2020 was State Street, an estimated $327M sold.
Based on aggregated 13F filings for Q1 2020.