Madison Strategic Sector
MSP was delisted on the 5th of October, 2018.
20 hedge funds and large institutions have $18.3M invested in Madison Strategic Sector in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.
9% more capital invested
Capital invested by funds: $16.8M → $18.3M (+$1.44M)
20% less funds holding
Funds holding: 25 → 20 (-5)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.19M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$143K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$142K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$139K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$289K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$211K |
| 3 |
Morgan Stanley
New York
|
-$190K |
| 4 |
IT
Independence Trust
Franklin,
Tennessee
|
-$162K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$103K |
MSP Hedge Fund Activity: Q4 2015 in Review
20 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q4 2015, worth a combined $18.3M — up 8.6% from $16.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MSP and 0 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Karpus Investment Management, adding an estimated $2.19M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $289K sold.
- 20 institutional investors held Madison Strategic Sector (MSP) as of Q4 2015, down from 25 in Q3 2015.
- Funds reported $18.3M of Madison Strategic Sector stock for Q4 2015, up 8.6% quarter-over-quarter.
- 0 funds opened new Madison Strategic Sector positions in Q4 2015 and 5 closed out, a net change of -5 holders.
- The largest Madison Strategic Sector buyer in Q4 2015 was Karpus Investment Management, an estimated $2.19M added.
- The largest Madison Strategic Sector seller in Q4 2015 was Cornerstone Advisors, an estimated $289K sold.
Based on aggregated 13F filings for Q4 2015.