Morgan Stanley
815 hedge funds and large institutions have $49.1B invested in Morgan Stanley in 2015 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 327 reducing their positions, and 83 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
23% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 83
1% more funds holding
Funds holding: 804 → 815 (+11)
0% more capital invested
Capital invested by funds: $49B → $49.1B (+$58.2M)
0.07% less ownership
Funds ownership: 79.78% → 79.71% (-0.07%)
23% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 327
60% less call options, than puts
Call options by funds: $622M | Put options by funds: $1.56B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$644M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$143M |
| 3 |
TP
Third Point
New York
|
+$99.7M |
| 4 |
FAM
Fred Alger Management
New York
|
+$63.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$397M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$174M |
| 3 |
CCI
Columbus Circle Investors
|
-$137M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$124M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$94M |
MS Hedge Fund Activity: Q4 2015 in Review
815 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2015, worth a combined $49.1B — up 0.12% from $49B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MS positions and 83 closed out — a net gain of 19 holders — while 253 added to existing stakes and 327 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $644M. The largest seller was Fidelity Investments, cutting an estimated $397M.
- 815 institutional investors held Morgan Stanley (MS) as of Q4 2015, up from 804 in Q3 2015.
- Funds reported $49.1B of Morgan Stanley stock for Q4 2015, up 0.12% quarter-over-quarter.
- 102 funds opened new Morgan Stanley positions in Q4 2015 and 83 closed out, a net change of +19 holders.
- The largest Morgan Stanley buyer in Q4 2015 was T. Rowe Price Associates, an estimated $644M added.
- The largest Morgan Stanley seller in Q4 2015 was Fidelity Investments, an estimated $397M sold.
Based on aggregated 13F filings for Q4 2015.