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Morgan Stanley Series F Preferred Stock
MS.PRF

5 hedge funds and large institutions have $7.52M invested in Morgan Stanley Series F Preferred Stock in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.16% less ownership

Funds ownership: 0.96% → 0.8% (-0.16%)

11% less capital invested

Capital invested by funds: $8.47M → $7.52M (-$949K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$382K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$1.38M
2
KIA
KCM Investment Advisors
California
-$473K
3
LTI
Laffer Tengler Investments
Tennessee
-$5.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$5.45M -$1.38M -50,548 -20%
DDPIC
2
Deroy & Devereaux Private Investment Counsel
Michigan
$1.13M – – –
AAM
3
Advisors Asset Management
Colorado
$388K +$382K +14,038 New
LTI
4
Laffer Tengler Investments
Tennessee
$293K -$5.5K -202 -2%
EWM
5
Edge Wealth Management
New York
$266K – – –
KIA
6
KCM Investment Advisors
California
– -$473K -18,275 Closed

MS.PRF Hedge Fund Activity: Q1 2019 in Review

5 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q1 2019, worth a combined $7.52M — down 11% from $8.47M a quarter earlier.

Fund positioning in MS.PRF was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $382K. The largest seller was Oxbow Advisors, cutting an estimated $1.38M.

  • 5 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $7.52M of Morgan Stanley Series F Preferred Stock stock for Q1 2019, down 11% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley Series F Preferred Stock positions in Q1 2019 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q1 2019 was Advisors Asset Management, an estimated $382K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q1 2019 was Oxbow Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2019.