Morgan Stanley
1,033 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 363 increasing their positions, 382 reducing their positions, and 101 closing their positions.
1% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 101
0% less funds holding
Funds holding: 1,038 → 1,033 (-5)
0.92% less ownership
Funds ownership: 85.31% → 84.39% (-0.92%)
5% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 382
15% less capital invested
Capital invested by funds: $82.4B → $70.5B (-$12B)
29% less funds holding in top 10
Funds holding in top 10: 34 → 24 (-10)
43% less call options, than puts
Call options by funds: $998M | Put options by funds: $1.74B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$190M |
| 2 |
BlackRock
New York
|
+$171M |
| 3 |
Millennium Management
New York
|
+$164M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$163M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.1B |
| 2 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$330M |
| 3 |
State Street
Boston,
Massachusetts
|
-$255M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$187M |
| 5 |
Lazard Asset Management
New York
|
-$167M |
MS Hedge Fund Activity: Q2 2018 in Review
1,033 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2018, worth a combined $70.5B — down 15% from $82.4B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MS positions and 101 closed out — a net gain of 1 holder — while 363 added to existing stakes and 382 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.
- 1,033 institutional investors held Morgan Stanley (MS) as of Q2 2018, down from 1,038 in Q1 2018.
- Funds reported $70.5B of Morgan Stanley stock for Q2 2018, down 15% quarter-over-quarter.
- 102 funds opened new Morgan Stanley positions in Q2 2018 and 101 closed out, a net change of +1 holder.
- The largest Morgan Stanley buyer in Q2 2018 was Renaissance Technologies, an estimated $190M added.
- The largest Morgan Stanley seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.1B sold.
Based on aggregated 13F filings for Q2 2018.