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Morgan Stanley 4.875% Series L Preferred Stock
MS.PRL

2 hedge funds and large institutions have $1.17M invested in Morgan Stanley 4.875% Series L Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

662% more capital inflows, than outflows

Capital inflows: $268K | Capital outflows: $35.2K

0.04% more ownership

Funds ownership: 0.17% → 0.21% (+0.04%)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WPP
Whalerock Point Partners
Rhode Island
+$268K

Top Sellers

Rank Fund Capital Flow
1
Sonora Investment Management
Sonora Investment Management
Arizona
-$32K
2
UMB Bank
UMB Bank
Missouri
-$3.19K

MS.PRL Hedge Fund Activity: Q2 2021 in Review

2 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.875% Series L Preferred Stock (MS.PRL) for Q2 2021, worth a combined $1.17M — up 32% from $881K a quarter earlier.

Fund positioning in MS.PRL was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $268K. The largest seller was Sonora Investment Management, exiting entirely with an estimated $32K sold.

  • 2 institutional investors held Morgan Stanley 4.875% Series L Preferred Stock (MS.PRL) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.17M of Morgan Stanley 4.875% Series L Preferred Stock stock for Q2 2021, up 32% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.875% Series L Preferred Stock positions in Q2 2021 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley 4.875% Series L Preferred Stock buyer in Q2 2021 was Whalerock Point Partners, an estimated $268K added.
  • The largest Morgan Stanley 4.875% Series L Preferred Stock seller in Q2 2021 was Sonora Investment Management, an estimated $32K sold.

Based on aggregated 13F filings for Q2 2021.