Morgan Stanley Series F Preferred Stock
MS.PRF
6 hedge funds and large institutions have $11.9M invested in Morgan Stanley Series F Preferred Stock in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.04% less ownership
Funds ownership: 1.38% → 1.34% (-0.04%)
6% less capital invested
Capital invested by funds: $12.7M → $11.9M (-$792K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$263K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$88.8K |
| 3 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$80.2K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$518K |
| 2 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
1
Oxbow Advisors
Austin,
Texas
| $9.65M | +$29.7K | +1,110 | +0.3% |
|
|
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $929K | +$80.2K | +3,000 | +9% |
|
|
HW
3
Hancock Whitney
Gulfport,
Mississippi
| $523K | – | – | – |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $312K | +$88.8K | +3,321 | +39% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $257K | +$263K | +9,827 | New |
|
|
EHC
6
Everett Harris & Co
Los Angeles,
California
| $232K | -$267K | -10,000 | -50% |
|
|
CPP
7
Crow Point Partners
Boston,
Massachusetts
| – | -$518K | -20,000 | Closed |
|
MS.PRF Hedge Fund Activity: Q3 2014 in Review
6 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q3 2014, worth a combined $11.9M — down 6.2% from $12.7M a quarter earlier.
Fund positioning in MS.PRF was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $263K. The largest seller was Crow Point Partners, exiting entirely with an estimated $518K sold.
- 6 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $11.9M of Morgan Stanley Series F Preferred Stock stock for Q3 2014, down 6.2% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series F Preferred Stock positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest Morgan Stanley Series F Preferred Stock buyer in Q3 2014 was Janney Montgomery Scott, an estimated $263K added.
- The largest Morgan Stanley Series F Preferred Stock seller in Q3 2014 was Crow Point Partners, an estimated $518K sold.
Based on aggregated 13F filings for Q3 2014.