Morgan Stanley Series F Preferred Stock
MS.PRF
5 hedge funds and large institutions have $214M invested in Morgan Stanley Series F Preferred Stock in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
5,232% more capital invested
Capital invested by funds: $4M → $214M (+$210M)
0.15% less ownership
Funds ownership: 0.44% → 0.29% (-0.15%)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
+$70.2K |
| 2 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$27K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$6.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$946K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$345K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $211M | -$205K | -7,596 | Closed |
|
|
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $964K | +$27K | +1,000 | +3% |
|
|
MCC
3
Mid Continent Capital
Chicago,
Illinois
| $830K | +$70.2K | +2,600 | +9% |
|
|
HW
4
Hancock Whitney
Gulfport,
Mississippi
| $535K | – | – | – |
|
|
EHC
5
Everett Harris & Co
Los Angeles,
California
| $267K | – | – | – |
|
|
MWP
6
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $7K | +$6.78K | +251 | New |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| – | -$946K | -35,477 | Closed |
|
|
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| – | -$345K | -12,932 | Closed |
|
MS.PRF Hedge Fund Activity: Q3 2015 in Review
5 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q3 2015, worth a combined $214M — up 5,232% from $4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MS.PRF and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Mid Continent Capital, adding an estimated $70.2K. The largest seller was Ameriprise, exiting entirely with an estimated $946K sold.
- 5 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q3 2015, down from 7 in Q2 2015.
- Funds reported $214M of Morgan Stanley Series F Preferred Stock stock for Q3 2015, up 5,232% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series F Preferred Stock positions in Q3 2015 and 3 closed out, a net change of -2 holders.
- The largest Morgan Stanley Series F Preferred Stock buyer in Q3 2015 was Mid Continent Capital, an estimated $70.2K added.
- The largest Morgan Stanley Series F Preferred Stock seller in Q3 2015 was Ameriprise, an estimated $946K sold.
Based on aggregated 13F filings for Q3 2015.