Morgan Stanley Series K Preferred Stock
MS.PRK
3 hedge funds and large institutions have $41.5K invested in Morgan Stanley Series K Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
0.01% less ownership
Funds ownership: 0.01% → 0% (-0.01%)
40% less funds holding
Funds holding: 5 → 3 (-2)
64% less capital invested
Capital invested by funds: $115K → $41.5K (-$73.3K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Register Financial Advisors
Atlanta,
Georgia
|
-$79.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
1
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $15.1K | – | – | – |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11.4K | +$6.78K | +275 | +147% |
|
|
RFA
4
Register Financial Advisors
Atlanta,
Georgia
| – | -$79.4K | -3,450 | Closed |
|
MS.PRK Hedge Fund Activity: Q1 2023 in Review
3 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series K Preferred Stock (MS.PRK) for Q1 2023, worth a combined $41.5K — down 64% from $115K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MS.PRK and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was PNC Financial Services Group, adding an estimated $6.78K. The largest seller was Register Financial Advisors, exiting entirely with an estimated $79.4K sold.
- 3 institutional investors held Morgan Stanley Series K Preferred Stock (MS.PRK) as of Q1 2023, down from 5 in Q4 2022.
- Funds reported $41.5K of Morgan Stanley Series K Preferred Stock stock for Q1 2023, down 64% quarter-over-quarter.
- 0 funds opened new Morgan Stanley Series K Preferred Stock positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest Morgan Stanley Series K Preferred Stock buyer in Q1 2023 was PNC Financial Services Group, an estimated $6.78K added.
- The largest Morgan Stanley Series K Preferred Stock seller in Q1 2023 was Register Financial Advisors, an estimated $79.4K sold.
Based on aggregated 13F filings for Q1 2023.