We are live on ! Find out more
MS icon

Morgan Stanley
MS

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.48% more ownership

Funds ownership: 0% → 78.48% (+78%)

48% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.51B

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$10.6B +$10.2B +432,017,152 New
State Street
2
State Street
Massachusetts
$3.43B +$3.33B +140,505,345 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.52B +$1.48B +62,396,267 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.27B +$1.23B +51,842,553 New
Franklin Resources
5
Franklin Resources
California
$1.23B +$1.2B +50,542,825 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.03B +$997M +42,044,371 New
BIT
7
BlackRock Institutional Trust
California
$922M +$895M +37,738,459 New
JP Morgan Chase
8
JP Morgan Chase
New York
$835M +$811M +34,197,319 New
Jennison Associates
9
Jennison Associates
New York
$820M +$796M +33,560,304 New
Invesco
10
Invesco
Georgia
$797M +$774M +32,641,513 New
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$723M +$702M +29,607,974 New
Capital World Investors
12
Capital World Investors
California
$510M +$495M +20,890,000 New
Northern Trust
13
Northern Trust
Illinois
$471M +$458M +19,297,167 New
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$452M +$438M +18,487,320 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$437M +$424M +17,873,086 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$394M +$382M +16,111,845 New
Pzena Investment Management
17
Pzena Investment Management
New York
$324M +$315M +13,271,340 New
BFA
18
BlackRock Fund Advisors
California
$323M +$314M +13,230,535 New
EVM
19
Eaton Vance Management
Massachusetts
$307M +$298M +12,553,316 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$294M +$286M +12,050,056 New
Ameriprise
21
Ameriprise
Minnesota
$289M +$281M +11,843,201 New
CGM
22
Capital Growth Management
Massachusetts
$268M +$260M +10,950,000 New
UBS AM
23
UBS AM
Illinois
$241M +$234M +9,867,542 New
BG
24
BlackRock Group
United Kingdom
$239M +$232M +9,778,387 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$234M +$227M +9,570,187 New
1
2 3 4 5

MS Hedge Fund Activity: Q2 2013 in Review

647 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2013, worth a combined $37.5B.

Buyers outnumbered sellers: 647 funds opened new MS positions and 0 closed out — a net gain of 647 holders — while 0 added to existing stakes and 0 trimmed.

  • 647 institutional investors held Morgan Stanley (MS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $37.5B of Morgan Stanley stock for Q2 2013.
  • 647 funds opened new Morgan Stanley positions in Q2 2013 and 0 closed out, a net change of +647 holders.

Based on aggregated 13F filings for Q2 2013.