Morgan Stanley
1,019 hedge funds and large institutions have $62.1B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 404 reducing their positions, and 89 closing their positions.
3% more capital invested
Capital invested by funds: $60.4B → $62.1B (+$1.67B)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0.38% less ownership
Funds ownership: 83.76% → 83.38% (-0.38%)
8% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 89
2% less funds holding
Funds holding: 1,039 → 1,019 (-20)
12% less repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 404
51% less call options, than puts
Call options by funds: $912M | Put options by funds: $1.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$702M |
| 2 |
D.E. Shaw & Co
New York
|
+$165M |
| 3 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$158M |
| 4 |
EC
Eminence Capital
New York
|
+$144M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$347M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$332M |
| 3 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$313M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$216M |
| 5 |
State Street
Boston,
Massachusetts
|
-$180M |
MS Hedge Fund Activity: Q2 2019 in Review
1,019 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2019, worth a combined $62.1B — up 2.8% from $60.4B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of MS and 82 opened new positions — a net loss of 7 holders — while 404 trimmed existing stakes and 356 added.
The largest buyer was Nuveen, adding an estimated $702M. The largest seller was Fidelity Investments, cutting an estimated $347M.
- 1,019 institutional investors held Morgan Stanley (MS) as of Q2 2019, down from 1,039 in Q1 2019.
- Funds reported $62.1B of Morgan Stanley stock for Q2 2019, up 2.8% quarter-over-quarter.
- 82 funds opened new Morgan Stanley positions in Q2 2019 and 89 closed out, a net change of -7 holders.
- The largest Morgan Stanley buyer in Q2 2019 was Nuveen, an estimated $702M added.
- The largest Morgan Stanley seller in Q2 2019 was Fidelity Investments, an estimated $347M sold.
Based on aggregated 13F filings for Q2 2019.