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Morgan Stanley Series F Preferred Stock
MS.PRF

2 hedge funds and large institutions have $6.56M invested in Morgan Stanley Series F Preferred Stock in 2020 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $6.49M → $6.56M (+$70.6K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.03% less ownership

Funds ownership: 0.7% → 0.68% (-0.03%)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$39.9K

Top Sellers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
-$261K
2
LTI
Laffer Tengler Investments
Tennessee
-$18.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$6.28M +$39.9K +1,409 +0.6%
LTI
2
Laffer Tengler Investments
Tennessee
$273K -$18.1K -640 -6%
EWM
3
Edge Wealth Management
New York
– -$261K -9,600 Closed

MS.PRF Hedge Fund Activity: Q4 2020 in Review

2 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series F Preferred Stock (MS.PRF) for Q4 2020, worth a combined $6.56M — up 1.1% from $6.49M a quarter earlier.

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

The largest buyer was Oxbow Advisors, adding an estimated $39.9K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $261K sold.

  • 2 institutional investors held Morgan Stanley Series F Preferred Stock (MS.PRF) as of Q4 2020, down from 3 in Q3 2020.
  • Funds reported $6.56M of Morgan Stanley Series F Preferred Stock stock for Q4 2020, up 1.1% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley Series F Preferred Stock positions in Q4 2020 and 1 closed out, a net change of -1 holder.
  • The largest Morgan Stanley Series F Preferred Stock buyer in Q4 2020 was Oxbow Advisors, an estimated $39.9K added.
  • The largest Morgan Stanley Series F Preferred Stock seller in Q4 2020 was Edge Wealth Management, an estimated $261K sold.

Based on aggregated 13F filings for Q4 2020.