Morgan Stanley Series E Preferred Stock
MS.PRE
4 hedge funds and large institutions have $5.96M invested in Morgan Stanley Series E Preferred Stock in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.03% less ownership
Funds ownership: 0.63% → 0.6% (-0.03%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
78% less capital inflows, than outflows
Capital inflows: $82.9K | Capital outflows: $374K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$79.8K |
| 2 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$3.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM Investment Advisors
Greenbrae,
California
|
-$231K |
| 2 |
Intellectus Partners
San Francisco,
California
|
-$83K |
| 3 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$53.8K |
| 4 |
Sonora Investment Management
Tucson,
Arizona
|
-$6.28K |
MS.PRE Hedge Fund Activity: Q4 2017 in Review
4 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q4 2017, worth a combined $5.96M — down 5.8% from $6.33M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MS.PRE and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Glenmede Trust, opening a new position worth an estimated $79.8K. The largest seller was KCM Investment Advisors, cutting an estimated $231K.
- 4 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q4 2017, down from 5 in Q3 2017.
- Funds reported $5.96M of Morgan Stanley Series E Preferred Stock stock for Q4 2017, down 5.8% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series E Preferred Stock positions in Q4 2017 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley Series E Preferred Stock buyer in Q4 2017 was Glenmede Trust, an estimated $79.8K added.
- The largest Morgan Stanley Series E Preferred Stock seller in Q4 2017 was KCM Investment Advisors, an estimated $231K sold.
Based on aggregated 13F filings for Q4 2017.