Morgan Stanley
1,093 hedge funds and large institutions have $69.3B invested in Morgan Stanley in 2019 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 350 increasing their positions, 408 reducing their positions, and 78 closing their positions.
128% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 78
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
18% more capital invested
Capital invested by funds: $58.7B → $69.3B (+$10.6B)
8% more funds holding
Funds holding: 1,014 → 1,093 (+79)
0.33% more ownership
Funds ownership: 83.42% → 83.75% (+0.33%)
14% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 408
47% less call options, than puts
Call options by funds: $1.38B | Put options by funds: $2.61B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$996M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$179M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$119M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$91.3M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$343M |
| 2 |
Mitsubishi UFJ Financial Group
Tokyo,
Japan
|
-$274M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$196M |
| 4 |
VRM
Vectors Research Management
New York
|
-$170M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$166M |
MS Hedge Fund Activity: Q4 2019 in Review
1,093 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2019, worth a combined $69.3B — up 18% from $58.7B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new MS positions and 78 closed out — a net gain of 100 holders — while 350 added to existing stakes and 408 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $996M. The largest seller was ValueAct Holdings, cutting an estimated $343M.
- 1,093 institutional investors held Morgan Stanley (MS) as of Q4 2019, up from 1,014 in Q3 2019.
- Funds reported $69.3B of Morgan Stanley stock for Q4 2019, up 18% quarter-over-quarter.
- 178 funds opened new Morgan Stanley positions in Q4 2019 and 78 closed out, a net change of +100 holders.
- The largest Morgan Stanley buyer in Q4 2019 was T. Rowe Price Associates, an estimated $996M added.
- The largest Morgan Stanley seller in Q4 2019 was ValueAct Holdings, an estimated $343M sold.
Based on aggregated 13F filings for Q4 2019.