MORGAN STANLEY CAPITAL TRUST V
MWO.CL
MWO.CL was delisted on the 17th of August, 2016.
10 hedge funds and large institutions have $1.63M invested in MORGAN STANLEY CAPITAL TRUST V in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
16% less capital invested
Capital invested by funds: $1.94M → $1.63M (-$312K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$26.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $731K | – | – | – |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $379K | -$322K | -12,743 | -46% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $339K | – | – | – |
|
|
MFBTD
4
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $50K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $33.8K | – | – | – |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $26K | +$26.5K | +1,050 | New |
|
|
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $25K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | – | – | – |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $13K | – | – | – |
|
|
HCM
10
Highlander Capital Management
Short Hills,
New Jersey
| $10K | – | – | – |
|
MWO.CL Hedge Fund Activity: Q3 2015 in Review
10 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST V (MWO.CL) for Q3 2015, worth a combined $1.63M — down 16% from $1.94M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MWO.CL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Glenmede Trust, opening a new position worth an estimated $26.5K. The largest seller was Ameriprise, cutting an estimated $322K.
- 10 institutional investors held MORGAN STANLEY CAPITAL TRUST V (MWO.CL) as of Q3 2015, up from 9 in Q2 2015.
- Funds reported $1.63M of MORGAN STANLEY CAPITAL TRUST V stock for Q3 2015, down 16% quarter-over-quarter.
- 1 fund opened new MORGAN STANLEY CAPITAL TRUST V positions in Q3 2015 and 0 closed out, a net change of +1 holder.
- The largest MORGAN STANLEY CAPITAL TRUST V buyer in Q3 2015 was Glenmede Trust, an estimated $26.5K added.
- The largest MORGAN STANLEY CAPITAL TRUST V seller in Q3 2015 was Ameriprise, an estimated $322K sold.
Based on aggregated 13F filings for Q3 2015.