Morgan Stanley
737 hedge funds and large institutions have $47.7B invested in Morgan Stanley in 2013 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 275 reducing their positions, and 45 closing their positions.
133% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 45
24% more funds holding in top 10
Funds holding in top 10: 29 → 36 (+7)
16% more capital invested
Capital invested by funds: $41.3B → $47.7B (+$6.41B)
8% more funds holding
Funds holding: 685 → 737 (+52)
0.29% less ownership
Funds ownership: 78.22% → 77.94% (-0.29%)
12% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 275
51% less call options, than puts
Call options by funds: $744M | Put options by funds: $1.52B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$342M |
| 2 |
Goldman Sachs
New York
|
+$90.3M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$83.6M |
| 4 |
CCI
Columbus Circle Investors
|
+$74.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$401M |
| 2 |
SC
Sculptor Capital
New York
|
-$200M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$173M |
| 4 |
O
OppenheimerFunds
New York
|
-$127M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$124M |
MS Hedge Fund Activity: Q4 2013 in Review
737 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2013, worth a combined $47.7B — up 16% from $41.3B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new MS positions and 45 closed out — a net gain of 60 holders — while 241 added to existing stakes and 275 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $342M. The largest seller was Jennison Associates, cutting an estimated $401M.
- 737 institutional investors held Morgan Stanley (MS) as of Q4 2013, up from 685 in Q3 2013.
- Funds reported $47.7B of Morgan Stanley stock for Q4 2013, up 16% quarter-over-quarter.
- 105 funds opened new Morgan Stanley positions in Q4 2013 and 45 closed out, a net change of +60 holders.
- The largest Morgan Stanley buyer in Q4 2013 was Fidelity Investments, an estimated $342M added.
- The largest Morgan Stanley seller in Q4 2013 was Jennison Associates, an estimated $401M sold.
Based on aggregated 13F filings for Q4 2013.