Morgan Stanley Series E Preferred Stock
MS.PRE
3 hedge funds and large institutions have $361K invested in Morgan Stanley Series E Preferred Stock in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.38% less ownership
Funds ownership: 0.42% → 0.04% (-0.38%)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
94% less capital inflows, than outflows
Capital inflows: $239K | Capital outflows: $3.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$209K |
| 2 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM Investment Advisors
Greenbrae,
California
|
-$3.7M |
| 2 |
FNY Investment Advisers
New York
|
-$8.38K |
| 3 |
Lake Point Wealth Management
Rockwall,
Texas
|
-$1K |
MS.PRE Hedge Fund Activity: Q1 2019 in Review
3 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series E Preferred Stock (MS.PRE) for Q1 2019, worth a combined $361K — down 91% from $3.82M 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 1 trimmed existing stakes and 1 added.
The largest buyer was Deroy & Devereaux Private Investment Counsel, opening a new position worth an estimated $209K. The largest seller was KCM Investment Advisors, exiting entirely with an estimated $3.7M sold.
- 3 institutional investors held Morgan Stanley Series E Preferred Stock (MS.PRE) as of Q1 2019, down from 4 in Q4 2018.
- Funds reported $361K of Morgan Stanley Series E Preferred Stock stock for Q1 2019, down 91% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series E Preferred Stock positions in Q1 2019 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley Series E Preferred Stock buyer in Q1 2019 was Deroy & Devereaux Private Investment Counsel, an estimated $209K added.
- The largest Morgan Stanley Series E Preferred Stock seller in Q1 2019 was KCM Investment Advisors, an estimated $3.7M sold.
Based on aggregated 13F filings for Q1 2019.