We are live on ! Find out more
MS.PRE icon

Morgan Stanley Series E Preferred Stock
MS.PRE

5 hedge funds and large institutions have $6.7M invested in Morgan Stanley Series E Preferred Stock in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.03% less ownership

Funds ownership: 0.7% → 0.67% (-0.03%)

55% less capital inflows, than outflows

Capital inflows: $231K | Capital outflows: $518K

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
+$205K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$270K
2
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
-$154K
3
KCM Investment Advisors
KCM Investment Advisors
California
-$86K
4
Estabrook Capital Management
Estabrook Capital Management
New York
-$7.29K

MS.PRE Hedge Fund Activity: Q1 2017 in Review

5 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q1 2017, worth a combined $6.7M — down 0.77% from $6.75M a quarter earlier.

Fund positioning in MS.PRE was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 2 trimmed.

The largest buyer was Deroy & Devereaux Private Investment Counsel, opening a new position worth an estimated $205K. The largest seller was Ameriprise, exiting entirely with an estimated $270K sold.

  • 5 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $6.7M of Morgan Stanley Series E Preferred Stock stock for Q1 2017, down 0.77% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley Series E Preferred Stock positions in Q1 2017 and 2 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Series E Preferred Stock buyer in Q1 2017 was Deroy & Devereaux Private Investment Counsel, an estimated $205K added.
  • The largest Morgan Stanley Series E Preferred Stock seller in Q1 2017 was Ameriprise, an estimated $270K sold.

Based on aggregated 13F filings for Q1 2017.