We are live on ! Find out more
MS.PRI icon

Morgan Stanley Series I Preferred Stock

1 hedge funds and large institutions have $9.7K invested in Morgan Stanley Series I Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.02% less ownership

Funds ownership: 0.03% → 0% (-0.02%)

50% less funds holding

Funds holding: 2 → 1 (-1)

92% less capital inflows, than outflows

Capital inflows: $9.8K | Capital outflows: $128K

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Operose Advisors
Operose Advisors
Wisconsin
+$9.8K

Top Sellers

Rank Fund Capital Flow
1
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
-$128K

MS.PRI Hedge Fund Activity: Q1 2024 in Review

1 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series I Preferred Stock (MS.PRI) for Q1 2024, worth a combined $9.7K — down 96% from $256K a quarter earlier.

Fund positioning in MS.PRI was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Operose Advisors, opening a new position worth an estimated $9.8K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $128K sold.

  • 1 institutional investor held Morgan Stanley Series I Preferred Stock (MS.PRI) as of Q1 2024, down from 2 in Q4 2023.
  • Funds reported $9.7K of Morgan Stanley Series I Preferred Stock stock for Q1 2024, down 96% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley Series I Preferred Stock positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Series I Preferred Stock buyer in Q1 2024 was Operose Advisors, an estimated $9.8K added.
  • The largest Morgan Stanley Series I Preferred Stock seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $128K sold.

Based on aggregated 13F filings for Q1 2024.