MORGAN STANLEY CAPITAL TRUST V
MWO.CL
MWO.CL was delisted on the 17th of August, 2016.
11 hedge funds and large institutions have $2.09M invested in MORGAN STANLEY CAPITAL TRUST V in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
29% more capital invested
Capital invested by funds: $1.62M → $2.09M (+$470K)
10% more funds holding
Funds holding: 10 → 11 (+1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWBC
J.W. Burns & Co
Dewitt,
New York
|
+$457K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$6.33K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $743K | – | – | – |
|
|
JWBC
2
J.W. Burns & Co
Dewitt,
New York
| $460K | +$457K | +18,070 | New |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $393K | +$1.95K | +77 | +0.5% |
|
|
RIG
4
Roosevelt Investment Group
New York
| $313K | -$6.33K | -250 | -2% |
|
|
MFBTD
5
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $51K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $34.3K | – | – | – |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $26K | – | – | – |
|
|
RFA
8
Reilly Financial Advisors
La Mesa,
California
| $25K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | -$2.63K | -104 | -13% |
|
|
AA
10
Apriem Advisors
Irvine,
California
| $13K | – | – | – |
|
|
HCM
11
Highlander Capital Management
Short Hills,
New Jersey
| $11K | – | – | – |
|
MWO.CL Hedge Fund Activity: Q1 2016 in Review
11 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MORGAN STANLEY CAPITAL TRUST V (MWO.CL) for Q1 2016, worth a combined $2.09M — up 29% from $1.62M 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 2 trimmed.
The largest buyer was J.W. Burns & Co, opening a new position worth an estimated $457K. The largest seller was Roosevelt Investment Group, cutting an estimated $6.33K.
- 11 institutional investors held MORGAN STANLEY CAPITAL TRUST V (MWO.CL) as of Q1 2016, up from 10 in Q4 2015.
- Funds reported $2.09M of MORGAN STANLEY CAPITAL TRUST V stock for Q1 2016, up 29% quarter-over-quarter.
- 1 fund opened new MORGAN STANLEY CAPITAL TRUST V positions in Q1 2016 and 0 closed out, a net change of +1 holder.
- The largest MORGAN STANLEY CAPITAL TRUST V buyer in Q1 2016 was J.W. Burns & Co, an estimated $457K added.
- The largest MORGAN STANLEY CAPITAL TRUST V seller in Q1 2016 was Roosevelt Investment Group, an estimated $6.33K sold.
Based on aggregated 13F filings for Q1 2016.