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MSP

Madison Strategic Sector
MSP

Delisted

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

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20 hedge funds and large institutions have $9.96M invested in Madison Strategic Sector in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $8.32M → $9.96M (+$1.65M)

18% more funds holding

Funds holding: 17 → 20 (+3)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$597K
2
DA
Doliver Advisors
Texas
+$489K
3
WAM
Wolverine Asset Management
Illinois
+$184K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$137K
5
1CP
1607 Capital Partners
Virginia
+$134K

Top Sellers

1
GFM
Gramercy Funds Management
Connecticut
-$116K
2
TC
TFS Capital
Pennsylvania
-$61.3K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$50.8K
4
SFS
Shaker Financial Services
Virginia
-$42.9K
5
Bank of America
Bank of America
North Carolina
-$10.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.79M +$597K +50,211 +14%
DA
2
Doliver Advisors
Texas
$1.21M +$489K +41,075 +69%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$931K +$20.1K +1,686 +2%
1CP
4
1607 Capital Partners
Virginia
$679K +$134K +11,302 +25%
WAM
5
Wolverine Asset Management
Illinois
$611K +$184K +15,439 +43%
Wells Fargo
6
Wells Fargo
California
$350K +$51.1K +4,296 +17%
U
7
UBS
Switzerland
$250K +$10.7K +896 +4%
Bank of America
8
Bank of America
North Carolina
$233K -$10.3K -866 -4%
SFS
9
Shaker Financial Services
Virginia
$174K -$42.9K -3,607 -20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$157K -$50.8K -4,266 -25%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$137K +$137K +11,476 New
TC
12
TFS Capital
Pennsylvania
$135K -$61.3K -5,154 -31%
AIG
13
American International Group
New York
$95.7K – – –
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$93K – – –
Citigroup
15
Citigroup
New York
$61K +$12K +1,012 +25%
Ameriprise
16
Ameriprise
Minnesota
$36K +$35.7K +3,000 New
MFS
17
MSI Financial Services
Massachusetts
$8K – – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.92K +666 New
TRCT
19
Tower Research Capital (TRC)
New York
$4K +$619 +52 +21%
Creative Planning
20
Creative Planning
Kansas
$2K +$2.38K +200 New
GFM
21
Gramercy Funds Management
Connecticut
– -$116K -10,000 Closed

MSP Hedge Fund Activity: Q4 2013 in Review

20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q4 2013, worth a combined $9.96M — up 20% from $8.32M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MSP positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $597K. The largest seller was Gramercy Funds Management, exiting entirely with an estimated $116K sold.

  • 20 institutional investors held Madison Strategic Sector (MSP) as of Q4 2013, up from 17 in Q3 2013.
  • Funds reported $9.96M of Madison Strategic Sector stock for Q4 2013, up 20% quarter-over-quarter.
  • 4 funds opened new Madison Strategic Sector positions in Q4 2013 and 1 closed out, a net change of +3 holders.
  • The largest Madison Strategic Sector buyer in Q4 2013 was Morgan Stanley, an estimated $597K added.
  • The largest Madison Strategic Sector seller in Q4 2013 was Gramercy Funds Management, an estimated $116K sold.

Based on aggregated 13F filings for Q4 2013.