Morgan Stanley
1,014 hedge funds and large institutions have $58.7B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 392 reducing their positions, and 90 closing their positions.
0.05% more ownership
Funds ownership: 83.38% → 83.42% (+0.05%)
0% less funds holding
Funds holding: 1,019 → 1,014 (-5)
1% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 90
10% less repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 392
5% less capital invested
Capital invested by funds: $62.1B → $58.7B (-$3.4B)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
47% less call options, than puts
Call options by funds: $1.09B | Put options by funds: $2.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$203M |
| 2 |
VRM
Vectors Research Management
New York
|
+$153M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$126M |
| 4 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
+$115M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$97.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$789M |
| 2 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$405M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$208M |
| 4 |
VH
ValueAct Holdings
San Francisco,
California
|
-$170M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$133M |
MS Hedge Fund Activity: Q3 2019 in Review
1,014 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2019, worth a combined $58.7B — down 5.5% from $62.1B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of MS and 89 opened new positions — a net loss of 1 holder — while 392 trimmed existing stakes and 354 added.
The largest buyer was BlackRock, adding an estimated $203M. The largest seller was T. Rowe Price Associates, cutting an estimated $789M.
- 1,014 institutional investors held Morgan Stanley (MS) as of Q3 2019, down from 1,019 in Q2 2019.
- Funds reported $58.7B of Morgan Stanley stock for Q3 2019, down 5.5% quarter-over-quarter.
- 89 funds opened new Morgan Stanley positions in Q3 2019 and 90 closed out, a net change of -1 holder.
- The largest Morgan Stanley buyer in Q3 2019 was BlackRock, an estimated $203M added.
- The largest Morgan Stanley seller in Q3 2019 was T. Rowe Price Associates, an estimated $789M sold.
Based on aggregated 13F filings for Q3 2019.