Morgan Stanley
922 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 346 reducing their positions, and 67 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 27 → 33 (+6)
18% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 67
7% more capital invested
Capital invested by funds: $70.2B → $75.1B (+$4.91B)
0% more funds holding
Funds holding: 919 → 922 (+3)
0.36% less ownership
Funds ownership: 85.24% → 84.88% (-0.36%)
5% less repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 346
61% less call options, than puts
Call options by funds: $900M | Put options by funds: $2.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$181M |
| 2 |
MCM
Moore Capital Management
New York
|
+$99.9M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$98.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$87.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$84.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$278M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$182M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$164M |
| 4 |
State Street
Boston,
Massachusetts
|
-$121M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$95.6M |
MS Hedge Fund Activity: Q3 2017 in Review
922 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2017, worth a combined $75.1B — up 7% from $70.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new MS positions and 67 closed out — a net gain of 12 holders — while 328 added to existing stakes and 346 trimmed.
The largest buyer was BlackRock, adding an estimated $181M. The largest seller was Fidelity Investments, cutting an estimated $278M.
- 922 institutional investors held Morgan Stanley (MS) as of Q3 2017, up from 919 in Q2 2017.
- Funds reported $75.1B of Morgan Stanley stock for Q3 2017, up 7% quarter-over-quarter.
- 79 funds opened new Morgan Stanley positions in Q3 2017 and 67 closed out, a net change of +12 holders.
- The largest Morgan Stanley buyer in Q3 2017 was BlackRock, an estimated $181M added.
- The largest Morgan Stanley seller in Q3 2017 was Fidelity Investments, an estimated $278M sold.
Based on aggregated 13F filings for Q3 2017.