We are live on ! Find out more
MS.PRF icon

Morgan Stanley Series F Preferred Stock
MS.PRF

5 hedge funds and large institutions have $2.4M invested in Morgan Stanley Series F Preferred Stock in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 5 → 5 (0)

0.03% less ownership

Funds ownership: 0.29% → 0.25% (-0.03%)

99% less capital invested

Capital invested by funds: $214M → $2.4M (-$211M)

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$365K
2
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
+$170K
3
RFA
Reilly Financial Advisors
California
+$20.4K

Top Sellers

Rank Fund Capital Flow
1
MWP
MYCIO Wealth Partners
Pennsylvania
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
1
Deroy & Devereaux Private Investment Counsel
Michigan
$1.18M +$170K +6,250 +17%
HW
2
Hancock Whitney
Mississippi
$556K – – –
PPA
3
Parametric Portfolio Associates
Washington
$372K +$365K +13,404 New
EHC
4
Everett Harris & Co
California
$278K – – –
RFA
5
Reilly Financial Advisors
California
$21K +$20.4K +750 New
MWP
6
MYCIO Wealth Partners
Pennsylvania
– -$7K -251 Closed

MS.PRF Hedge Fund Activity: Q4 2015 in Review

5 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q4 2015, worth a combined $2.4M — down 99% from $214M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MS.PRF positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $365K. The largest seller was MYCIO Wealth Partners, exiting entirely with an estimated $7K sold.

  • 5 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $2.4M of Morgan Stanley Series F Preferred Stock stock for Q4 2015, down 99% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley Series F Preferred Stock positions in Q4 2015 and 1 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q4 2015 was Parametric Portfolio Associates, an estimated $365K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q4 2015 was MYCIO Wealth Partners, an estimated $7K sold.

Based on aggregated 13F filings for Q4 2015.