Morgan Stanley Series E Preferred Stock
MS.PRE
5 hedge funds and large institutions have $5.88M invested in Morgan Stanley Series E Preferred Stock in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
0.03% less ownership
Funds ownership: 0.64% → 0.61% (-0.03%)
17% less funds holding
Funds holding: 6 → 5 (-1)
20% less capital inflows, than outflows
Capital inflows: $848K | Capital outflows: $1.06M
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mid Continent Capital
Chicago,
Illinois
|
+$532K |
| 2 |
KCM Investment Advisors
Greenbrae,
California
|
+$242K |
| 3 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$57.6K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shikiar Asset Management
New York
|
-$552K |
| 2 |
Hollencrest Capital Management
Newport Beach,
California
|
-$513K |
MS.PRE Hedge Fund Activity: Q2 2014 in Review
5 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q2 2014, worth a combined $5.88M — up 0.63% from $5.85M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MS.PRE and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Mid Continent Capital, adding an estimated $532K. The largest seller was Shikiar Asset Management, exiting entirely with an estimated $552K sold.
- 5 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q2 2014, down from 6 in Q1 2014.
- Funds reported $5.88M of Morgan Stanley Series E Preferred Stock stock for Q2 2014, up 0.63% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series E Preferred Stock positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley Series E Preferred Stock buyer in Q2 2014 was Mid Continent Capital, an estimated $532K added.
- The largest Morgan Stanley Series E Preferred Stock seller in Q2 2014 was Shikiar Asset Management, an estimated $552K sold.
Based on aggregated 13F filings for Q2 2014.