MORGAN STANLEY CAPITAL TRUST V
MWO.CL
MWO.CL was delisted on the 17th of August, 2016.
10 hedge funds and large institutions have $1.92M invested in MORGAN STANLEY CAPITAL TRUST V in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 8 → 10 (+2)
3% more capital invested
Capital invested by funds: $1.87M → $1.92M (+$54.9K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFBTD
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
+$50.3K |
| 2 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
|
+$20.1K |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.7K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $730K | – | – | – |
|
|
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $340K | -$2.89K | -115 | -0.8% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $339K | – | – | – |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $309K | -$22.7K | -902 | -7% |
|
|
MFBTD
5
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $100K | +$50.3K | +2,000 | +100% |
|
|
ECM
6
Estabrook Capital Management
New York
| $33.8K | – | – | – |
|
|
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $25K | – | – | – |
|
|
OIA
8
Optimum Investment Advisors
Chicago,
Illinois
| $20K | +$20.1K | +800 | New |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $13K | +$12.6K | +500 | New |
|
|
HCM
10
Highlander Capital Management
Short Hills,
New Jersey
| $10.5K | – | – | – |
|
MWO.CL Hedge Fund Activity: Q3 2014 in Review
10 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST V (MWO.CL) for Q3 2014, worth a combined $1.92M — up 2.9% from $1.87M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MWO.CL positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was MB Financial Bank - Trust Department, adding an estimated $50.3K. The largest seller was Ameriprise, cutting an estimated $22.7K.
- 10 institutional investors held MORGAN STANLEY CAPITAL TRUST V (MWO.CL) as of Q3 2014, up from 8 in Q2 2014.
- Funds reported $1.92M of MORGAN STANLEY CAPITAL TRUST V stock for Q3 2014, up 2.9% quarter-over-quarter.
- 2 funds opened new MORGAN STANLEY CAPITAL TRUST V positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest MORGAN STANLEY CAPITAL TRUST V buyer in Q3 2014 was MB Financial Bank - Trust Department, an estimated $50.3K added.
- The largest MORGAN STANLEY CAPITAL TRUST V seller in Q3 2014 was Ameriprise, an estimated $22.7K sold.
Based on aggregated 13F filings for Q3 2014.