MORGAN STANLEY CAPITAL TRUST VII CAP SECS
MSZ.CL
MSZ.CL was delisted on the 11th of May, 2015.
7 hedge funds and large institutions have $1.24M invested in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $1.04M → $1.24M (+$197K)
13% less funds holding
Funds holding: 8 → 7 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
+$506K |
| 2 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$2.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$273K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$12.6K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
1
Mid Continent Capital
Chicago,
Illinois
| $524K | – | – | – |
|
|
TAM
2
Tocqueville Asset Management
New York
| $503K | +$506K | +19,875 | New |
|
|
SC
3
Saturna Capital
Bellingham,
Washington
| $114K | – | – | – |
|
|
WRM
4
Westport Resources Management
Westport,
Connecticut
| $61K | – | – | – |
|
|
GWA
5
Genesis Wealth Advisors
Braintree,
Massachusetts
| $25.7K | +$25.4K | +1,000 | New |
|
|
TCOV
6
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
|
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $3K | +$2.54K | +100 | New |
|
|
BC
8
Barnett & Company
Chattanooga,
Tennessee
| – | -$273K | -10,840 | Closed |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| – | -$50K | -1,991 | Closed |
|
|
MPWT
10
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$12.6K | -500 | Closed |
|
|
SSB
11
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -100 | Closed |
|
MSZ.CL Hedge Fund Activity: Q4 2014 in Review
7 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) for Q4 2014, worth a combined $1.24M — up 19% from $1.04M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MSZ.CL and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $506K. The largest seller was Barnett & Company, exiting entirely with an estimated $273K sold.
- 7 institutional investors held MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) as of Q4 2014, down from 8 in Q3 2014.
- Funds reported $1.24M of MORGAN STANLEY CAPITAL TRUST VII CAP SECS stock for Q4 2014, up 19% quarter-over-quarter.
- 3 funds opened new MORGAN STANLEY CAPITAL TRUST VII CAP SECS positions in Q4 2014 and 4 closed out, a net change of -1 holder.
- The largest MORGAN STANLEY CAPITAL TRUST VII CAP SECS buyer in Q4 2014 was Tocqueville Asset Management, an estimated $506K added.
- The largest MORGAN STANLEY CAPITAL TRUST VII CAP SECS seller in Q4 2014 was Barnett & Company, an estimated $273K sold.
Based on aggregated 13F filings for Q4 2014.