MORGAN STANLEY (MS) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY (MS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Viking Global Investors, Matrix Advisors Value Fund, Torray Fund, Hancock Classic Value, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2016Hancock Classic ValueBuy3,165,46512,649,083$316,354
Q1 2016Eagle Capital ManagementSell-188,16316,040,362$401,169
Q1 2016Ariel Appreciation FundBuy42,625200,125$5,005
Q1 2016Matrix Advisors Value FundBuy26,230404,135$10,107
Q4 2015Third PointBuy3,000,0003,000,000$95,430
Q4 2015Renaissance Technologies LLCSell-451,133161,267$5,130
Q4 2015Hancock Classic ValueSell-194,5479,483,618$301,674
Q4 2015Matrix Advisors Value FundSell-180,930377,905$12,021
Q4 2015Eagle Capital ManagementBuy133,51516,228,525$516,229
Q4 2015Ariel Appreciation FundBuy1,835157,500$5,010
Q4 2015Muhlenkamp & CoSell-90320,475$10,194
Q3 2015Eagle Capital ManagementSell-310,56716,095,010$506,993
Q3 2015Hancock Classic ValueSell-187,2029,678,165$304,862
Q3 2015Matrix Advisors Value FundSell-3,133558,835$17,603
Q3 2015Ariel Appreciation FundSell-715155,665$4,903
Q3 2015Muhlenkamp & CoBuy165320,565$10,098
Q2 2015Eagle Capital ManagementSell-6,469,23616,405,577$636,372
Q2 2015Hancock Classic ValueSell-1,188,5199,865,367$382,678
Q2 2015Matrix Advisors Value FundSell-98,955561,968$21,799
Q2 2015Ariel Appreciation FundSell-3,200156,380$6,066
Q2 2015Muhlenkamp & CoBuy310320,400$12,428
Q1 2015Hancock Classic ValueSell-514,68811,053,886$394,513
Q1 2015Eagle Capital ManagementSell-368,59622,874,813$816,402
Q1 2015Matrix Advisors Value FundSell-4,636660,923$23,588
Q1 2015Dodge & Cox Stock FundSell-1,95013,620$486
Q1 2015Ariel Appreciation FundBuy200159,580$5,695
Q1 2015Muhlenkamp & CoBuy120320,090$11,424
Q4 2014Hancock Classic ValueSell-982,14211,568,574$448,861
Q4 2014Eagle Capital ManagementSell-723,94023,243,409$901,844
Q4 2014Matrix Advisors Value FundSell-15,394665,559$25,824

Frequently asked questions about MS activity

  • Which institutional owners are buying MS?

    Institutional owners buying MS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MS activity?

    "Buy" means an investor increased their reported position in MS compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY (MS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MS increasing?

    Institutional interest in MS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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