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Morgan Stanley Series E Preferred Stock
MS.PRE

4 hedge funds and large institutions have $9.22M invested in Morgan Stanley Series E Preferred Stock in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.19% less ownership

Funds ownership: 1.16% → 0.97% (-0.19%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

59% less capital inflows, than outflows

Capital inflows: $1.23M | Capital outflows: $3.03M

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM Investment Advisors
KCM Investment Advisors
California
+$1.22M
2
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
+$14.9K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.78M
2
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
-$1.08M
3
Mid Continent Capital
Mid Continent Capital
Illinois
-$164K

MS.PRE Hedge Fund Activity: Q3 2015 in Review

4 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q3 2015, worth a combined $9.22M — down 18% from $11.2M a quarter earlier.

Fund positioning in MS.PRE was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $1.22M. The largest seller was Ameriprise, cutting an estimated $1.78M.

  • 4 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $9.22M of Morgan Stanley Series E Preferred Stock stock for Q3 2015, down 18% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley Series E Preferred Stock positions in Q3 2015 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Series E Preferred Stock buyer in Q3 2015 was KCM Investment Advisors, an estimated $1.22M added.
  • The largest Morgan Stanley Series E Preferred Stock seller in Q3 2015 was Ameriprise, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2015.