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Morgan Stanley Series F Preferred Stock
MS.PRF

5 hedge funds and large institutions have $8.47M invested in Morgan Stanley Series F Preferred Stock in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

1% more capital invested

Capital invested by funds: $8.4M → $8.47M (+$67.1K)

0.06% more ownership

Funds ownership: 0.9% → 0.96% (+0.06%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
+$485K
2
EWM
Edge Wealth Management
New York
+$255K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$202K
2
LTI
Laffer Tengler Investments
Tennessee
-$3.77K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$6.41M -$202K -7,607 -3%
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Michigan
$1.06M – – –
KIA
3
KCM Investment Advisors
California
$473K +$485K +18,275 New
LTI
4
Laffer Tengler Investments
Tennessee
$280K -$3.77K -142 -1%
EWM
5
Edge Wealth Management
New York
$249K +$255K +9,600 New

MS.PRF Hedge Fund Activity: Q4 2018 in Review

5 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q4 2018, worth a combined $8.47M — up 0.8% from $8.4M a quarter earlier.

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

The largest buyer was KCM Investment Advisors, opening a new position worth an estimated $485K. The largest seller was Oxbow Advisors, cutting an estimated $202K.

  • 5 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q4 2018, up from 3 in Q3 2018.
  • Funds reported $8.47M of Morgan Stanley Series F Preferred Stock stock for Q4 2018, up 0.8% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley Series F Preferred Stock positions in Q4 2018 and 0 closed out, a net change of +2 holders.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q4 2018 was KCM Investment Advisors, an estimated $485K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q4 2018 was Oxbow Advisors, an estimated $202K sold.

Based on aggregated 13F filings for Q4 2018.