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

Morgan Stanley Series F Preferred Stock
MS.PRF

4 hedge funds and large institutions have $2.44M invested in Morgan Stanley Series F Preferred Stock in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 0.28% → 0.24% (-0.04%)

11% less capital invested

Capital invested by funds: $2.74M → $2.44M (-$295K)

33% less funds holding

Funds holding: 6 → 4 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTI
Laffer Tengler Investments
Tennessee
+$44.5K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$394K
2
MWP
MYCIO Wealth Partners
Pennsylvania
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
1
Deroy & Devereaux Private Investment Counsel
Michigan
$1.25M – – –
HW
2
Hancock Whitney
Mississippi
$589K – – –
LTI
3
Laffer Tengler Investments
Tennessee
$312K +$44.5K +1,513 +17%
EHC
4
Everett Harris & Co
California
$294K – – –
PPA
5
Parametric Portfolio Associates
Washington
– -$394K -13,697 Closed
MWP
6
MYCIO Wealth Partners
Pennsylvania
– -$2K -64 Closed

MS.PRF Hedge Fund Activity: Q3 2016 in Review

4 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q3 2016, worth a combined $2.44M — down 11% from $2.74M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of MS.PRF and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Laffer Tengler Investments, adding an estimated $44.5K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $394K sold.

  • 4 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q3 2016, down from 6 in Q2 2016.
  • Funds reported $2.44M of Morgan Stanley Series F Preferred Stock stock for Q3 2016, down 11% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley Series F Preferred Stock positions in Q3 2016 and 2 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q3 2016 was Laffer Tengler Investments, an estimated $44.5K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q3 2016 was Parametric Portfolio Associates, an estimated $394K sold.

Based on aggregated 13F filings for Q3 2016.