Morgan Stanley Series E Preferred Stock
MS.PRE
5 hedge funds and large institutions have $6.75M invested in Morgan Stanley Series E Preferred Stock in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0.02% less ownership
Funds ownership: 0.71% → 0.7% (-0.02%)
43% less capital inflows, than outflows
Capital inflows: $234K | Capital outflows: $409K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM Investment Advisors
Greenbrae,
California
|
+$119K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.8K |
| 3 |
Estabrook Capital Management
New York
|
+$7.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
-$210K |
| 2 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$199K |
MS.PRE Hedge Fund Activity: Q4 2016 in Review
5 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q4 2016, worth a combined $6.75M — down 6.9% from $7.25M 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 1 trimmed.
The largest buyer was KCM Investment Advisors, adding an estimated $119K. The largest seller was Deroy & Devereaux Private Investment Counsel, exiting entirely with an estimated $210K sold.
- 5 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q4 2016, up from 4 in Q3 2016.
- Funds reported $6.75M of Morgan Stanley Series E Preferred Stock stock for Q4 2016, down 6.9% quarter-over-quarter.
- 2 funds opened new Morgan Stanley Series E Preferred Stock positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest Morgan Stanley Series E Preferred Stock buyer in Q4 2016 was KCM Investment Advisors, an estimated $119K added.
- The largest Morgan Stanley Series E Preferred Stock seller in Q4 2016 was Deroy & Devereaux Private Investment Counsel, an estimated $210K sold.
Based on aggregated 13F filings for Q4 2016.