MORGAN STANLEY CAPITAL TRUST V
MWO.CL
MWO.CL was delisted on the 17th of August, 2016.
10 hedge funds and large institutions have $1.83M invested in MORGAN STANLEY CAPITAL TRUST V in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1% less capital invested
Capital invested by funds: $1.85M → $1.83M (-$22.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.1K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$91.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $739K | – | – | – |
|
|
RIG
2
Roosevelt Investment Group
New York
| $343K | – | – | – |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $330K | +$32.1K | +1,266 | +11% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $262K | -$91.8K | -3,623 | -26% |
|
|
MFBTD
5
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $51K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $34.2K | – | – | – |
|
|
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $25K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | +$20.4K | +806 | New |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $13K | – | – | – |
|
|
HCM
10
Highlander Capital Management
Short Hills,
New Jersey
| $11K | – | – | – |
|
MWO.CL Hedge Fund Activity: Q1 2015 in Review
10 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST V (MWO.CL) for Q1 2015, worth a combined $1.83M — down 1.2% from $1.85M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MWO.CL positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Ameriprise, adding an estimated $32.1K. The largest seller was Parametric Portfolio Associates, cutting an estimated $91.8K.
- 10 institutional investors held MORGAN STANLEY CAPITAL TRUST V (MWO.CL) as of Q1 2015, up from 9 in Q4 2014.
- Funds reported $1.83M of MORGAN STANLEY CAPITAL TRUST V stock for Q1 2015, down 1.2% quarter-over-quarter.
- 1 fund opened new MORGAN STANLEY CAPITAL TRUST V positions in Q1 2015 and 0 closed out, a net change of +1 holder.
- The largest MORGAN STANLEY CAPITAL TRUST V buyer in Q1 2015 was Ameriprise, an estimated $32.1K added.
- The largest MORGAN STANLEY CAPITAL TRUST V seller in Q1 2015 was Parametric Portfolio Associates, an estimated $91.8K sold.
Based on aggregated 13F filings for Q1 2015.