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Morgan Stanley Series E Preferred Stock
MS.PRE

4 hedge funds and large institutions have $8.04M invested in Morgan Stanley Series E Preferred Stock in 2014 Q4 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,104% more capital inflows, than outflows

Capital inflows: $1.42M | Capital outflows: $44.4K

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

0.15% more ownership

Funds ownership: 0.7% → 0.85% (+0.15%)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM Investment Advisors
KCM Investment Advisors
California
+$773K
2
Mid Continent Capital
Mid Continent Capital
Illinois
+$468K
3
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
+$180K

Top Sellers

Rank Fund Capital Flow
1
Snow Capital Management
Snow Capital Management
Pennsylvania
-$27.4K
2
Ameriprise
Ameriprise
Minnesota
-$17K

MS.PRE Hedge Fund Activity: Q4 2014 in Review

4 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q4 2014, worth a combined $8.04M — up 24% from $6.5M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of MS.PRE and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was KCM Investment Advisors, adding an estimated $773K. The largest seller was Snow Capital Management, cutting an estimated $27.4K.

  • 4 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q4 2014, down from 5 in Q3 2014.
  • Funds reported $8.04M of Morgan Stanley Series E Preferred Stock stock for Q4 2014, up 24% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley Series E Preferred Stock positions in Q4 2014 and 1 closed out, a net change of -1 holder.
  • The largest Morgan Stanley Series E Preferred Stock buyer in Q4 2014 was KCM Investment Advisors, an estimated $773K added.
  • The largest Morgan Stanley Series E Preferred Stock seller in Q4 2014 was Snow Capital Management, an estimated $27.4K sold.

Based on aggregated 13F filings for Q4 2014.