Morgan Stanley Series K Preferred Stock
MS.PRK
5 hedge funds and large institutions have $115K invested in Morgan Stanley Series K Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
0.21% less ownership
Funds ownership: 0.22% → 0.01% (-0.21%)
95% less capital invested
Capital invested by funds: $2.15M → $115K (-$2.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
1
Register Financial Advisors
Atlanta,
Georgia
| $79.4K | +$81.2K | +3,450 | New |
|
|
BCWM
2
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.3K | +$4.4K | +187 | New |
|
|
CPG
5
Cornerstone Planning Group
Fairfield,
New Jersey
| $3.11K | +$2.94K | +125 | New |
|
|
CW
6
Connectus Wealth
Cincinnati,
Ohio
| – | -$2.12M | -87,120 | Closed |
|
MS.PRK Hedge Fund Activity: Q4 2022 in Review
5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series K Preferred Stock (MS.PRK) for Q4 2022, worth a combined $115K — down 95% from $2.15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MS.PRK positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $4.4K. The largest seller was Connectus Wealth, exiting entirely with an estimated $2.12M sold.
- 5 institutional investors held Morgan Stanley Series K Preferred Stock (MS.PRK) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $115K of Morgan Stanley Series K Preferred Stock stock for Q4 2022, down 95% quarter-over-quarter.
- 3 funds opened new Morgan Stanley Series K Preferred Stock positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest Morgan Stanley Series K Preferred Stock buyer in Q4 2022 was PNC Financial Services Group, an estimated $4.4K added.
- The largest Morgan Stanley Series K Preferred Stock seller in Q4 2022 was Connectus Wealth, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2022.