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MSP

Madison Strategic Sector
MSP

Delisted

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

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19 hedge funds and large institutions have $15.8M invested in Madison Strategic Sector in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

19% more capital invested

Capital invested by funds: $13.3M → $15.8M (+$2.49M)

5% less funds holding

Funds holding: 20 → 19 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Ancora Advisors
Ohio
+$734K
2
Morgan Stanley
Morgan Stanley
New York
+$608K
3
SFS
Shaker Financial Services
Virginia
+$517K
4
RVP
Relative Value Partners
Illinois
+$380K
5
Wells Fargo
Wells Fargo
California
+$214K

Top Sellers

1
DA
Doliver Advisors
Texas
-$659K
2
TC
TFS Capital
Pennsylvania
-$145K
3
LPL Financial
LPL Financial
California
-$131K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$95K
5
Citigroup
Citigroup
New York
-$28.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.83M +$608K +48,120 +15%
BI
2
Bulldog Investors
New Jersey
$2.65M +$102K +8,049 +4%
RJA
3
Raymond James & Associates
Florida
$1.76M +$12.4K +984 +0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.2M +$93.9K +7,435 +9%
1CP
5
1607 Capital Partners
Virginia
$1.15M – – –
AA
6
Ancora Advisors
Ohio
$913K +$734K +58,100 +440%
SFS
7
Shaker Financial Services
Virginia
$808K +$517K +40,935 +185%
DA
8
Doliver Advisors
Texas
$665K -$659K -52,224 -50%
Wells Fargo
9
Wells Fargo
California
$592K +$214K +16,974 +58%
RVP
10
Relative Value Partners
Illinois
$385K +$380K +30,075 New
U
11
UBS
Switzerland
$301K +$5.97K +473 +2%
RCM
12
Rivernorth Capital Management
Florida
$190K +$188K +14,864 New
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$106K +$19.7K +1,563 +23%
AIG
14
American International Group
New York
$102K – – –
Citigroup
15
Citigroup
New York
$56K -$28.8K -2,277 -34%
Bank of America
16
Bank of America
North Carolina
$51K +$25 +2 +0.1%
BCM
17
Blume Capital Management
California
$8K – – –
BRWA
18
B. Riley Wealth Advisors
Florida
$2.34K +$2.31K +183 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K +$1.43K +113 New
TC
20
TFS Capital
Pennsylvania
– -$145K -11,921 Closed
LPL Financial
21
LPL Financial
California
– -$131K -10,762 Closed
TJHA
22
Thomas J. Herzfeld Advisors
Florida
– -$95K -7,785 Closed
MFS
23
MSI Financial Services
Massachusetts
– -$8K -642 Closed
Creative Planning
24
Creative Planning
Kansas
– -$2K -200 Closed

MSP Hedge Fund Activity: Q2 2014 in Review

19 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q2 2014, worth a combined $15.8M — up 19% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MSP and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 10 added.

The largest buyer was Ancora Advisors, adding an estimated $734K. The largest seller was Doliver Advisors, cutting an estimated $659K.

  • 19 institutional investors held Madison Strategic Sector (MSP) as of Q2 2014, down from 20 in Q1 2014.
  • Funds reported $15.8M of Madison Strategic Sector stock for Q2 2014, up 19% quarter-over-quarter.
  • 4 funds opened new Madison Strategic Sector positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest Madison Strategic Sector buyer in Q2 2014 was Ancora Advisors, an estimated $734K added.
  • The largest Madison Strategic Sector seller in Q2 2014 was Doliver Advisors, an estimated $659K sold.

Based on aggregated 13F filings for Q2 2014.