As Morgan Stanley (MS) Market Valuation Rose, Numeric Investors LLC Has Lowered by $29.32 Million Its Position

April 26, 2018 - By Louis Casey

Morgan Stanley (NYSE:MS) LogoInvestors sentiment increased to 1.1 in Q4 2017. Its up 0.16, from 0.94 in 2017Q3. It improved, as 38 investors sold MS shares while 295 reduced holdings. 111 funds opened positions while 255 raised stakes. 1.51 billion shares or 1.16% less from 1.53 billion shares in 2017Q3 were reported. Sigma Planning Corp invested in 6,969 shares or 0.03% of the stock. Thrivent Fincl For Lutherans holds 0.01% or 56,811 shares. Moreover, Robeco Institutional Asset Mgmt Bv has 0.15% invested in Morgan Stanley (NYSE:MS) for 547,383 shares. Jp Marvel Invest Ltd Liability Com invested 3.38% of its portfolio in Morgan Stanley (NYSE:MS). Moreover, Hudson Valley Investment Advsr Inc Adv has 0.41% invested in Morgan Stanley (NYSE:MS). Moreover, Jane Street Grp Limited Liability Company has 0.01% invested in Morgan Stanley (NYSE:MS) for 66,742 shares. Kcm Inv Advsr Limited Liability invested in 0.19% or 61,732 shares. 1.01 million are held by Todd Asset Ltd Com. Capstone Investment Advsr Ltd holds 0.01% of its portfolio in Morgan Stanley (NYSE:MS) for 5,530 shares. Gamco Et Al holds 0.37% of its portfolio in Morgan Stanley (NYSE:MS) for 1.13 million shares. 2,096 are owned by Covington Mgmt. Nordea Investment Mngmt Ab holds 298,972 shares. Annex Advisory Services Limited Liability Co has 0.22% invested in Morgan Stanley (NYSE:MS) for 21,915 shares. Bedrijfstakpensioenfonds Voor De Media Pno accumulated 246,000 shares or 2.13% of the stock. 93.71M are owned by Vanguard Group.

Numeric Investors Llc decreased its stake in Morgan Stanley (MS) by 10.36% based on its latest 2017Q4 regulatory filing with the SEC. Numeric Investors Llc sold 563,900 shares as the company’s stock rose 0.82% while stock markets declined. The institutional investor held 4.88M shares of the investment bankers and brokers and service company at the end of 2017Q4, valued at $255.94 million, down from 5.44 million at the end of the previous reported quarter. Numeric Investors Llc who had been investing in Morgan Stanley for a number of months, seems to be less bullish one the $92.50B market cap company. The stock increased 0.20% or $0.105 during the last trading session, reaching $52.145. About 10.98M shares traded or 9.63% up from the average. Morgan Stanley (NYSE:MS) has risen 27.83% since April 26, 2017 and is uptrending. It has outperformed by 16.28% the S&P500.

Numeric Investors Llc, which manages about $14.26 billion and $13.74B US Long portfolio, upped its stake in Adobe Sys Inc (NASDAQ:ADBE) by 417,900 shares to 1.19 million shares, valued at $208.88M in 2017Q4, according to the filing. It also increased its holding in Bce Inc (NYSE:BCE) by 94,650 shares in the quarter, for a total of 236,550 shares, and has risen its stake in Select Sector Spdr Tr (XLK).

Morgan Stanley (NYSE:MS) Ratings Coverage

Among 13 analysts covering Morgan Stanley (NYSE:MS), 8 have Buy rating, 1 Sell and 4 Hold. Therefore 62% are positive. Morgan Stanley had 20 analyst reports since December 13, 2017 according to SRatingsIntel. Credit Suisse maintained Morgan Stanley (NYSE:MS) on Thursday, April 19 with “Outperform” rating. The stock of Morgan Stanley (NYSE:MS) earned “Hold” rating by Sandler O’Neill on Friday, January 19. The stock of Morgan Stanley (NYSE:MS) has “Overweight” rating given on Wednesday, January 10 by Atlantic Securities. On Wednesday, December 20 the stock rating was maintained by Wells Fargo with “Hold”. The firm earned “Equal-Weight” rating on Thursday, April 19 by Barclays Capital. The company was maintained on Friday, January 19 by RBC Capital Markets. The stock has “Hold” rating by Societe Generale on Tuesday, January 9. The stock has “Buy” rating by Credit Suisse on Thursday, February 15. The firm earned “Buy” rating on Tuesday, December 12 by Keefe Bruyette & Woods. The stock of Morgan Stanley (NYSE:MS) has “Outperform” rating given on Wednesday, December 13 by Wood.

Morgan Stanley (NYSE:MS) Institutional Positions Chart

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