Morgan Stanley Series F Preferred Stock
MS.PRF
8 hedge funds and large institutions have $11.2M invested in Morgan Stanley Series F Preferred Stock in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
3% more capital invested
Capital invested by funds: $10.9M → $11.2M (+$361K)
0% less ownership
Funds ownership: 1.2% → 1.2% (-0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$215K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$96.1K |
| 3 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
+$40.6K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$338K |
| 2 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
1
Oxbow Advisors
Austin,
Texas
| $7.91M | -$338K | -12,500 | -4% |
|
|
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $950K | -$27K | -1,000 | -3% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $576K | +$96.1K | +3,556 | +20% |
|
|
HW
4
Hancock Whitney
Gulfport,
Mississippi
| $550K | – | – | – |
|
|
MCC
5
Mid Continent Capital
Chicago,
Illinois
| $399K | +$40.6K | +1,500 | +12% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $352K | +$12.8K | +475 | +4% |
|
|
EHC
7
Everett Harris & Co
Los Angeles,
California
| $275K | – | – | – |
|
|
LTI
8
Laffer Tengler Investments
Nashville,
Tennessee
| $219K | +$215K | +7,952 | New |
|
MS.PRF Hedge Fund Activity: Q1 2015 in Review
8 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q1 2015, worth a combined $11.2M — up 3.3% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MS.PRF positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $215K. The largest seller was Oxbow Advisors, cutting an estimated $338K.
- 8 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q1 2015, up from 7 in Q4 2014.
- Funds reported $11.2M of Morgan Stanley Series F Preferred Stock stock for Q1 2015, up 3.3% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series F Preferred Stock positions in Q1 2015 and 0 closed out, a net change of +1 holder.
- The largest Morgan Stanley Series F Preferred Stock buyer in Q1 2015 was Laffer Tengler Investments, an estimated $215K added.
- The largest Morgan Stanley Series F Preferred Stock seller in Q1 2015 was Oxbow Advisors, an estimated $338K sold.
Based on aggregated 13F filings for Q1 2015.