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Morgan Stanley Series F Preferred Stock

3 hedge funds and large institutions have $5.95M invested in Morgan Stanley Series F Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 0.8%0.64% (-0.16%)

21% less capital invested

Capital invested by funds: $7.52M → $5.95M (-$1.57M)

40% less funds holding

Funds holding: 53 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-2
Holders Change %
-40%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1
Oxbow Advisors
Texas
$5.4M -$5.41K -194 -0.1%
LTI
2
Laffer Tengler Investments
Tennessee
$288K -$2.73K -98 -0.9%
EWM
3
Edge Wealth Management
New York
$264K
DDPIC
4
Deroy & Devereaux Private Investment Counsel
Michigan
-$1.13M -40,800 Closed
AAM
5
Advisors Asset Management
Colorado
-$388K -14,038 Closed

MS.PRF Hedge Fund Activity: Q2 2019 in Review

3 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q2 2019, worth a combined $5.95M — down 21% from $7.52M 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 2 trimmed existing stakes and 0 added.

The largest seller was Deroy & Devereaux Private Investment Counsel, exiting entirely with an estimated $1.13M sold.

  • 3 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q2 2019, down from 5 in Q1 2019.
  • Funds reported $5.95M of Morgan Stanley Series F Preferred Stock stock for Q2 2019, down 21% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley Series F Preferred Stock positions in Q2 2019 and 2 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q2 2019 was Deroy & Devereaux Private Investment Counsel, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2019.