MORGAN STANLEY CAPITAL TRUST VII CAP SECS
MSZ.CL
MSZ.CL was delisted on the 11th of May, 2015.
8 hedge funds and large institutions have $1.04M invested in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
31% less capital invested
Capital invested by funds: $1.51M → $1.04M (-$474K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.4K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$12.7K |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$2.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
-$440K |
| 2 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$38K |
| 3 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
1
Mid Continent Capital
Chicago,
Illinois
| $522K | -$38K | -1,500 | -7% |
|
|
BC
2
Barnett & Company
Chattanooga,
Tennessee
| $273K | -$20.3K | -800 | -7% |
|
|
SC
3
Saturna Capital
Bellingham,
Washington
| $113K | – | – | – |
|
|
WRM
4
Westport Resources Management
Westport,
Connecticut
| $60K | – | – | – |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $50K | +$14.4K | +569 | +40% |
|
|
MPWT
6
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $12.6K | +$12.7K | +500 | New |
|
|
TCOV
7
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
|
SSB
8
Sandy Spring Bank
Olney,
Maryland
| $3K | +$2.53K | +100 | New |
|
|
TAM
9
Tocqueville Asset Management
New York
| – | -$440K | -17,400 | Closed |
|
MSZ.CL Hedge Fund Activity: Q3 2014 in Review
8 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) for Q3 2014, worth a combined $1.04M — down 31% from $1.51M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MSZ.CL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Ameriprise, adding an estimated $14.4K. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $440K sold.
- 8 institutional investors held MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) as of Q3 2014, up from 7 in Q2 2014.
- Funds reported $1.04M of MORGAN STANLEY CAPITAL TRUST VII CAP SECS stock for Q3 2014, down 31% quarter-over-quarter.
- 2 funds opened new MORGAN STANLEY CAPITAL TRUST VII CAP SECS positions in Q3 2014 and 1 closed out, a net change of +1 holder.
- The largest MORGAN STANLEY CAPITAL TRUST VII CAP SECS buyer in Q3 2014 was Ameriprise, an estimated $14.4K added.
- The largest MORGAN STANLEY CAPITAL TRUST VII CAP SECS seller in Q3 2014 was Tocqueville Asset Management, an estimated $440K sold.
Based on aggregated 13F filings for Q3 2014.