Morgan Stanley Series I Preferred Stock
MS.PRI
3 hedge funds and large institutions have $4.35M invested in Morgan Stanley Series I Preferred Stock in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0.01% less ownership
Funds ownership: 0.44% → 0.43% (-0.01%)
83% less capital inflows, than outflows
Capital inflows: $19.4K | Capital outflows: $115K
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Wealth Partners
Independence,
Ohio
|
-$115K |
MS.PRI Hedge Fund Activity: Q4 2018 in Review
3 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series I Preferred Stock (MS.PRI) for Q4 2018, worth a combined $4.35M — down 7.5% from $4.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MS.PRI positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Intercontinental Wealth Advisors, opening a new position worth an estimated $19.4K. The largest seller was Strategic Wealth Partners, cutting an estimated $115K.
- 3 institutional investors held Morgan Stanley Series I Preferred Stock (MS.PRI) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $4.35M of Morgan Stanley Series I Preferred Stock stock for Q4 2018, down 7.5% quarter-over-quarter.
- 1 fund opened new Morgan Stanley Series I Preferred Stock positions in Q4 2018 and 0 closed out, a net change of +1 holder.
- The largest Morgan Stanley Series I Preferred Stock buyer in Q4 2018 was Intercontinental Wealth Advisors, an estimated $19.4K added.
- The largest Morgan Stanley Series I Preferred Stock seller in Q4 2018 was Strategic Wealth Partners, an estimated $115K sold.
Based on aggregated 13F filings for Q4 2018.