Morgan Stanley
730 hedge funds and large institutions have $47.7B invested in Morgan Stanley in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 71 closing their positions.
3% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 71
0% less capital invested
Capital invested by funds: $47.7B → $47.7B (-$34.6M)
0.52% less ownership
Funds ownership: 77.94% → 77.41% (-0.52%)
1% less funds holding
Funds holding: 737 → 730 (-7)
2% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 272
17% less funds holding in top 10
Funds holding in top 10: 36 → 30 (-6)
29% less call options, than puts
Call options by funds: $571M | Put options by funds: $799M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$209M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$197M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$156M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$92.2M |
| 5 |
CANY
Caxton Associates (New York)
New York
|
+$86.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$302M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$214M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$152M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$92.7M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$89.2M |
MS Hedge Fund Activity: Q1 2014 in Review
730 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2014, worth a combined $47.7B — down 0.07% from $47.7B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MS positions and 71 closed out — a net gain of 2 holders — while 267 added to existing stakes and 272 trimmed.
The largest buyer was Jennison Associates, adding an estimated $209M. The largest seller was Capital Growth Management, cutting an estimated $302M.
- 730 institutional investors held Morgan Stanley (MS) as of Q1 2014, down from 737 in Q4 2013.
- Funds reported $47.7B of Morgan Stanley stock for Q1 2014, down 0.07% quarter-over-quarter.
- 73 funds opened new Morgan Stanley positions in Q1 2014 and 71 closed out, a net change of +2 holders.
- The largest Morgan Stanley buyer in Q1 2014 was Jennison Associates, an estimated $209M added.
- The largest Morgan Stanley seller in Q1 2014 was Capital Growth Management, an estimated $302M sold.
Based on aggregated 13F filings for Q1 2014.