Morgan Stanley
1,038 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 427 reducing their positions, and 98 closing their positions.
4% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 98
2% more capital invested
Capital invested by funds: $80.9B → $82.4B (+$1.48B)
0.05% less ownership
Funds ownership: 85.36% → 85.31% (-0.05%)
1% less funds holding
Funds holding: 1,044 → 1,038 (-6)
3% less funds holding in top 10
Funds holding in top 10: 35 → 34 (-1)
22% less repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 427
66% less call options, than puts
Call options by funds: $596M | Put options by funds: $1.77B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$176M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$160M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$145M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$144M |
| 5 |
Bank of New York Mellon
New York
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$788M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$193M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$169M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$168M |
| 5 |
JP Morgan Chase
New York
|
-$81.7M |
MS Hedge Fund Activity: Q1 2018 in Review
1,038 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2018, worth a combined $82.4B — up 1.8% from $80.9B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MS positions and 98 closed out — a net gain of 4 holders — while 334 added to existing stakes and 427 trimmed.
The largest buyer was UBS AM, adding an estimated $176M. The largest seller was State Street, cutting an estimated $788M.
- 1,038 institutional investors held Morgan Stanley (MS) as of Q1 2018, down from 1,044 in Q4 2017.
- Funds reported $82.4B of Morgan Stanley stock for Q1 2018, up 1.8% quarter-over-quarter.
- 102 funds opened new Morgan Stanley positions in Q1 2018 and 98 closed out, a net change of +4 holders.
- The largest Morgan Stanley buyer in Q1 2018 was UBS AM, an estimated $176M added.
- The largest Morgan Stanley seller in Q1 2018 was State Street, an estimated $788M sold.
Based on aggregated 13F filings for Q1 2018.