Morgan Stanley Series A Preferred Stock
MS.PRA
12 hedge funds and large institutions have $13.4M invested in Morgan Stanley Series A Preferred Stock in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $11.5M → $13.4M (+$1.87M)
0.18% more ownership
Funds ownership: 1.29% → 1.47% (+0.18%)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFCM
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
+$882K |
| 2 |
CDH
Charles D. Hyman
|
+$509K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$423K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$406K |
| 5 |
GLRA
Gerald L. Ray & Associates
Dallas,
Texas
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Addison Capital
Conshohocken,
Pennsylvania
|
-$645K |
| 2 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$49.9K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$20K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$9.08K |
MS.PRA Hedge Fund Activity: Q2 2016 in Review
12 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series A Preferred Stock (MS.PRA) for Q2 2016, worth a combined $13.4M — up 16% from $11.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MS.PRA and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Taylor Frigon Capital Management, opening a new position worth an estimated $882K. The largest seller was Addison Capital, exiting entirely with an estimated $645K sold.
- 12 institutional investors held Morgan Stanley Series A Preferred Stock (MS.PRA) as of Q2 2016, down from 13 in Q1 2016.
- Funds reported $13.4M of Morgan Stanley Series A Preferred Stock stock for Q2 2016, up 16% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series A Preferred Stock positions in Q2 2016 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley Series A Preferred Stock buyer in Q2 2016 was Taylor Frigon Capital Management, an estimated $882K added.
- The largest Morgan Stanley Series A Preferred Stock seller in Q2 2016 was Addison Capital, an estimated $645K sold.
Based on aggregated 13F filings for Q2 2016.