Morgan Stanley
732 hedge funds and large institutions have $54.5B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 286 increasing their positions, 262 reducing their positions, and 50 closing their positions.
14% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 50
8% more capital invested
Capital invested by funds: $50.2B → $54.5B (+$4.27B)
1.3% more ownership
Funds ownership: 78.84% → 80.15% (+1.3%)
9% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 262
0% less funds holding
Funds holding: 733 → 732 (-1)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
50% less call options, than puts
Call options by funds: $523M | Put options by funds: $1.04B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$337M |
| 2 |
JP Morgan Chase
New York
|
+$200M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$152M |
| 4 |
State Street
Boston,
Massachusetts
|
+$146M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$181M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$165M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$142M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$118M |
| 5 |
Goldman Sachs
New York
|
-$97.2M |
MS Hedge Fund Activity: Q3 2014 in Review
732 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2014, worth a combined $54.5B — up 8.5% from $50.2B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MS positions and 50 closed out — a net gain of 7 holders — while 286 added to existing stakes and 262 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $181M.
- 732 institutional investors held Morgan Stanley (MS) as of Q3 2014, down from 733 in Q2 2014.
- Funds reported $54.5B of Morgan Stanley stock for Q3 2014, up 8.5% quarter-over-quarter.
- 57 funds opened new Morgan Stanley positions in Q3 2014 and 50 closed out, a net change of +7 holders.
- The largest Morgan Stanley buyer in Q3 2014 was T. Rowe Price Associates, an estimated $337M added.
- The largest Morgan Stanley seller in Q3 2014 was Norges Bank, an estimated $181M sold.
Based on aggregated 13F filings for Q3 2014.