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MSP

Madison Strategic Sector

Delisted

MSP was delisted on the 5th of October, 2018.

20 hedge funds and large institutions have $16.4M invested in Madison Strategic Sector in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $15.8M → $16.4M (+$544K)

20% less funds holding

Funds holding: 2520 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
-$2 -183 Closed

MSP Hedge Fund Activity: Q1 2015 in Review

20 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q1 2015, worth a combined $16.4M — up 3.4% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MSP and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $292K. The largest seller was Ancora Advisors, exiting entirely with an estimated $489K sold.

  • 20 institutional investors held Madison Strategic Sector (MSP) as of Q1 2015, down from 25 in Q4 2014.
  • Funds reported $16.4M of Madison Strategic Sector stock for Q1 2015, up 3.4% quarter-over-quarter.
  • 2 funds opened new Madison Strategic Sector positions in Q1 2015 and 7 closed out, a net change of -5 holders.
  • The largest Madison Strategic Sector buyer in Q1 2015 was Cornerstone Advisors, an estimated $292K added.
  • The largest Madison Strategic Sector seller in Q1 2015 was Ancora Advisors, an estimated $489K sold.

Based on aggregated 13F filings for Q1 2015.