Morgan Stanley
764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
35% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 110
42% less funds holding in top 10
Funds holding in top 10: 24 → 14 (-10)
47% less call options, than puts
Call options by funds: $583M | Put options by funds: $1.1B
Holders
764
Holding in Top 10
14
Calls
$583M
Puts
$1.1B
Top Buyers
| 1 | +$525M | |
| 2 | +$307M | |
| 3 | +$184M | |
| 4 |
Goldman Sachs
New York
|
+$153M |
| 5 |
JPMorgan Chase & Co
New York
|
+$138M |
Top Sellers
| 1 | -$271M | |
| 2 | -$150M | |
| 3 | -$149M | |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$137M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$134M |