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 $111M invested in Morgan Stanley Series F Preferred Stock in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,504% more capital invested

Capital invested by funds: $2.4M → $111M (+$108M)

0.02% more ownership

Funds ownership: 0.25% → 0.28% (+0.02%)

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

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
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTI
Laffer Tengler Investments
Tennessee
+$229K
2
PPA
Parametric Portfolio Associates
Washington
+$18.4K

Top Sellers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
-$21K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$109M – – –
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Michigan
$1.15M – – –
PPA
3
Parametric Portfolio Associates
Washington
$382K +$18.4K +676 +5%
EHC
4
Everett Harris & Co
California
$271K – – –
LTI
5
Laffer Tengler Investments
Tennessee
$228K +$229K +8,415 New
HW
6
Hancock Whitney
Mississippi
$543 – – –
RFA
7
Reilly Financial Advisors
California
– -$21K -750 Closed

MS.PRF Hedge Fund Activity: Q1 2016 in Review

5 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 2016, worth a combined $111M — up 4,504% from $2.4M a quarter earlier.

Fund positioning in MS.PRF was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $229K. The largest seller was Reilly Financial Advisors, exiting entirely with an estimated $21K sold.

  • 5 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $111M of Morgan Stanley Series F Preferred Stock stock for Q1 2016, up 4,504% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley Series F Preferred Stock positions in Q1 2016 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q1 2016 was Laffer Tengler Investments, an estimated $229K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q1 2016 was Reilly Financial Advisors, an estimated $21K sold.

Based on aggregated 13F filings for Q1 2016.