Morgan Stanley
766 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 273
0.63% more ownership
Funds ownership: 79.77% → 80.4% (+0.63%)
6% less funds holding
Funds holding: 815 → 766 (-49)
24% less capital invested
Capital invested by funds: $50.9B → $38.9B (-$12B)
35% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 110
42% less funds holding in top 10
Funds holding in top 10: 24 → 14 (-10)
47% less call options, than puts
Call options by funds: $583M | Put options by funds: $1.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$535M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$313M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$203M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$188M |
| 5 |
Goldman Sachs
New York
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$276M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$153M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$149M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$137M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
MS Hedge Fund Activity: Q1 2016 in Review
766 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2016, worth a combined $38.9B — down 24% from $50.9B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of MS and 72 opened new positions — a net loss of 38 holders — while 273 trimmed existing stakes and 326 added.
The largest buyer was State Street, adding an estimated $535M. The largest seller was TIAA CREF Investment Management, cutting an estimated $276M.
- 766 institutional investors held Morgan Stanley (MS) as of Q1 2016, down from 815 in Q4 2015.
- Funds reported $38.9B of Morgan Stanley stock for Q1 2016, down 24% quarter-over-quarter.
- 72 funds opened new Morgan Stanley positions in Q1 2016 and 110 closed out, a net change of -38 holders.
- The largest Morgan Stanley buyer in Q1 2016 was State Street, an estimated $535M added.
- The largest Morgan Stanley seller in Q1 2016 was TIAA CREF Investment Management, an estimated $276M sold.
Based on aggregated 13F filings for Q1 2016.