Morgan Stanley
746 hedge funds and large institutions have $41.8B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 264 increasing their positions, 299 reducing their positions, and 84 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
6% more capital invested
Capital invested by funds: $39.2B → $41.8B (+$2.52B)
3.01% more ownership
Funds ownership: 79.98% → 82.99% (+3%)
3% less funds holding
Funds holding: 766 → 746 (-20)
12% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 299
19% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 84
50% less call options, than puts
Call options by funds: $653M | Put options by funds: $1.32B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$994M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$394M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$254M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$141M |
| 5 |
Barclays
London,
United Kingdom
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$342M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$133M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$83.6M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$67.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$54.7M |
MS Hedge Fund Activity: Q2 2016 in Review
746 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2016, worth a combined $41.8B — up 6.4% from $39.2B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of MS and 68 opened new positions — a net loss of 16 holders — while 299 trimmed existing stakes and 264 added.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $994M. The largest seller was JP Morgan Chase, cutting an estimated $342M.
- 746 institutional investors held Morgan Stanley (MS) as of Q2 2016, down from 766 in Q1 2016.
- Funds reported $41.8B of Morgan Stanley stock for Q2 2016, up 6.4% quarter-over-quarter.
- 68 funds opened new Morgan Stanley positions in Q2 2016 and 84 closed out, a net change of -16 holders.
- The largest Morgan Stanley buyer in Q2 2016 was ValueAct Holdings, an estimated $994M added.
- The largest Morgan Stanley seller in Q2 2016 was JP Morgan Chase, an estimated $342M sold.
Based on aggregated 13F filings for Q2 2016.