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MSP

Madison Strategic Sector
MSP

Delisted

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

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16 hedge funds and large institutions have $29.2M invested in Madison Strategic Sector in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

2% more capital invested

Capital invested by funds: $28.6M → $29.2M (+$515K)

16% less funds holding

Funds holding: 19 → 16 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$470K
2
SIA
Sit Investment Associates
Minnesota
+$425K
3
KIM
Karpus Investment Management
New York
+$321K
4
Wells Fargo
Wells Fargo
California
+$190K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$175K

Top Sellers

1
AA
Ancora Advisors
Ohio
-$598K
2
SCM
Saba Capital Management
New York
-$230K
3
IA
Icon Advisers
Colorado
-$93.4K
4
AssetMark Inc
AssetMark Inc
California
-$12K
5
BC
Brinker Capital
Pennsylvania
-$2.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.8M +$321K +26,683 +2%
SIA
2
Sit Investment Associates
Minnesota
$3.19M +$425K +35,311 +15%
IA
3
Icon Advisers
Colorado
$2.12M -$93.4K -7,753 -4%
Morgan Stanley
4
Morgan Stanley
New York
$1.67M +$39.9K +3,312 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.32M +$175K +14,558 +15%
BC
6
Brinker Capital
Pennsylvania
$1.09M -$2.44K -203 -0.2%
Wells Fargo
7
Wells Fargo
California
$957K +$190K +15,732 +25%
RCM
8
Rivernorth Capital Management
Florida
$722K +$470K +39,025 +187%
UBS Group
9
UBS Group
Switzerland
$252K +$16.3K +1,349 +7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$181K – – –
SGK
11
Steigerwald Gordon & Koch
Virginia
$181K – – –
PRS
12
Pinkerton Retirement Specialists
Idaho
$173K +$173K +14,390 New
Citigroup
13
Citigroup
New York
$164K +$3.44K +286 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$129K +$470 +39 +0.4%
AG
15
Advisor Group
Arizona
$96K – – –
Bank of America
16
Bank of America
North Carolina
$73K +$2.65K +220 +4%
AA
17
Ancora Advisors
Ohio
– -$598K -49,021 Closed
SCM
18
Saba Capital Management
New York
– -$230K -18,887 Closed
AssetMark Inc
19
AssetMark Inc
California
– -$12K -1,021 Closed
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
– -$2K -186 Closed

MSP Hedge Fund Activity: Q2 2017 in Review

16 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q2 2017, worth a combined $29.2M — up 1.8% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MSP and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 10 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $470K. The largest seller was Ancora Advisors, exiting entirely with an estimated $598K sold.

  • 16 institutional investors held Madison Strategic Sector (MSP) as of Q2 2017, down from 19 in Q1 2017.
  • Funds reported $29.2M of Madison Strategic Sector stock for Q2 2017, up 1.8% quarter-over-quarter.
  • 1 fund opened new Madison Strategic Sector positions in Q2 2017 and 4 closed out, a net change of -3 holders.
  • The largest Madison Strategic Sector buyer in Q2 2017 was Rivernorth Capital Management, an estimated $470K added.
  • The largest Madison Strategic Sector seller in Q2 2017 was Ancora Advisors, an estimated $598K sold.

Based on aggregated 13F filings for Q2 2017.