Morgan Stanley Series E Preferred Stock
MS.PRE
5 hedge funds and large institutions have $6.11M invested in Morgan Stanley Series E Preferred Stock in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
445% more capital inflows, than outflows
Capital inflows: $1.44M | Capital outflows: $265K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0.12% more ownership
Funds ownership: 0.59% → 0.71% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sun Life Financial
Toronto,
Ontario, Canada
|
+$846K |
| 2 |
KCM Investment Advisors
Greenbrae,
California
|
+$536K |
| 3 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$60.2K |
| 4 |
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$2.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$265K |
MS.PRE Hedge Fund Activity: Q1 2016 in Review
5 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q1 2016, worth a combined $6.11M — up 5.3% from $5.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MS.PRE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Sun Life Financial, opening a new position worth an estimated $846K. The largest seller was Ameriprise, exiting entirely with an estimated $265K sold.
- 5 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q1 2016, up from 4 in Q4 2015.
- Funds reported $6.11M of Morgan Stanley Series E Preferred Stock stock for Q1 2016, up 5.3% quarter-over-quarter.
- 2 funds opened new Morgan Stanley Series E Preferred Stock positions in Q1 2016 and 1 closed out, a net change of +1 holder.
- The largest Morgan Stanley Series E Preferred Stock buyer in Q1 2016 was Sun Life Financial, an estimated $846K added.
- The largest Morgan Stanley Series E Preferred Stock seller in Q1 2016 was Ameriprise, an estimated $265K sold.
Based on aggregated 13F filings for Q1 2016.