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Morgan Stanley

1,044 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 338 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 46

13% more funds holding

Funds holding: 9221,044 (+122)

8% more capital invested

Capital invested by funds: $75.1B → $80.9B (+$5.85B)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

0.47% more ownership

Funds ownership: 84.88%85.36% (+0.47%)

4% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 353

74% less call options, than puts

Call options by funds: $695M | Put options by funds: $2.67B

Holders
1,044
Holders Change
+122
Holders Change %
+13.23%
% of All Funds
23.68%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
338
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$22.7B
State Street
2
State Street
Massachusetts
$7.95B +$28M +553,316 +0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.85B -$582M -11,501,092 -9%
BlackRock
4
BlackRock
New York
$5.54B -$26.6M -526,731 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.92B -$14.4M -285,292 -0.3%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.57B +$2.06M +40,774 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.15B +$186M +3,683,659 +10%
Invesco
8
Invesco
Georgia
$1.22B -$76.2M -1,506,919 -6%
Ameriprise
9
Ameriprise
Minnesota
$958M -$57.5M -1,136,788 -6%
VH
10
ValueAct Holdings
California
$942M +$3.79M +75,000 +0.4%
Northern Trust
11
Northern Trust
Illinois
$828M -$23.9M -472,909 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$783M +$10.4M +206,318 +1%
Bank of America
13
Bank of America
North Carolina
$714M -$147M -2,905,156 -18%
Norges Bank
14
Norges Bank
Norway
$698M +$16.3M +322,140 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$663M +$79.4M +1,569,202 +14%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644M +$15.1M +299,060 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$600M -$19.6M -386,654 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$514M +$13.7M +271,669 +3%
EIP
19
Epoch Investment Partners
New York
$490M -$25.7M -508,763 -5%
Pzena Investment Management
20
Pzena Investment Management
New York
$457M -$16.4M -324,847 -4%
WT
21
Wellcome Trust
United Kingdom
$443M
TCIM
22
TIAA CREF Investment Management
New York
$437M -$64.8M -1,282,255 -13%
Goldman Sachs
23
Goldman Sachs
New York
$393M -$50.8M -1,003,782 -12%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$384M -$23.1M -457,628 -6%
Legal & General Group
25
Legal & General Group
United Kingdom
$338M -$18.2M -360,395 -5%

MS Hedge Fund Activity: Q4 2017 in Review

1,044 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2017, worth a combined $80.9B — up 7.8% from $75.1B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new MS positions and 46 closed out — a net gain of 130 holders — while 338 added to existing stakes and 353 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $582M.

  • 1,044 institutional investors held Morgan Stanley (MS) as of Q4 2017, up from 922 in Q3 2017.
  • Funds reported $80.9B of Morgan Stanley stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 176 funds opened new Morgan Stanley positions in Q4 2017 and 46 closed out, a net change of +130 holders.
  • The largest Morgan Stanley buyer in Q4 2017 was Fidelity Investments, an estimated $186M added.
  • The largest Morgan Stanley seller in Q4 2017 was T. Rowe Price Associates, an estimated $582M sold.

Based on aggregated 13F filings for Q4 2017.