Morgan Stanley Series K Preferred Stock
MS.PRK
4 hedge funds and large institutions have $499K invested in Morgan Stanley Series K Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,027% more capital invested
Capital invested by funds: $44.3K → $499K (+$455K)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
0.05% more ownership
Funds ownership: 0% → 0.05% (+0.05%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
+$479K |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$618 |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$495 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$14.8K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$445 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPP
1
Whalerock Point Partners
Providence,
Rhode Island
| $484K | +$479K | +19,350 | New |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14.5K | -$445 | -18 | -3% |
|
|
OP
3
ORG Partners
Roanoke,
Indiana
| $624 | +$618 | +25 | New |
|
|
FGAM
4
Financial Gravity Asset Management
Lakeway,
Texas
| $500 | +$495 | +20 | New |
|
|
BCWM
5
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$14.8K | -600 | Closed |
|
MS.PRK Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Series K Preferred Stock (MS.PRK) for Q1 2024, worth a combined $499K — up 1,027% from $44.3K 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 1 trimmed.
The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $479K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $14.8K sold.
- 4 institutional investors held Morgan Stanley Series K Preferred Stock (MS.PRK) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $499K of Morgan Stanley Series K Preferred Stock stock for Q1 2024, up 1,027% quarter-over-quarter.
- 3 funds opened new Morgan Stanley Series K Preferred Stock positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Morgan Stanley Series K Preferred Stock buyer in Q1 2024 was Whalerock Point Partners, an estimated $479K added.
- The largest Morgan Stanley Series K Preferred Stock seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $14.8K sold.
Based on aggregated 13F filings for Q1 2024.