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Morgan Stanley Series A Preferred Stock
MS.PRA

6 hedge funds and large institutions have $18.6M invested in Morgan Stanley Series A Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more capital invested

Capital invested by funds: $6.98M → $18.6M (+$11.6M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more funds holding

Funds holding: 5 → 6 (+1)

1.2% more ownership

Funds ownership: 0.84% → 2.04% (+1.2%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$10.5M
2
EFG
Ethos Financial Group
Pennsylvania
+$469K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$189K
4
TBA
Tower Bridge Advisors
Pennsylvania
+$45.4K

Top Sellers

Rank Fund Capital Flow
1
1IA
1620 Investment Advisors
Massachusetts
-$309K

MS.PRA Hedge Fund Activity: Q1 2023 in Review

6 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series A Preferred Stock (MS.PRA) for Q1 2023, worth a combined $18.6M — up 166% from $6.98M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MS.PRA positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $10.5M. The largest seller was 1620 Investment Advisors, exiting entirely with an estimated $309K sold.

  • 6 institutional investors held Morgan Stanley Series A Preferred Stock (MS.PRA) as of Q1 2023, up from 5 in Q4 2022.
  • Funds reported $18.6M of Morgan Stanley Series A Preferred Stock stock for Q1 2023, up 166% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley Series A Preferred Stock positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Series A Preferred Stock buyer in Q1 2023 was Atlas Wealth, an estimated $10.5M added.
  • The largest Morgan Stanley Series A Preferred Stock seller in Q1 2023 was 1620 Investment Advisors, an estimated $309K sold.

Based on aggregated 13F filings for Q1 2023.