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

Morgan Stanley 4.250% Series O Preferred Stock

2 hedge funds and large institutions have $743K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

38% more capital invested

Capital invested by funds: $538K → $743K (+$205K)

0.08% more ownership

Funds ownership: 0%0.08% (+0.08%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% 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
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$300K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$451K
RhumbLine Advisers
2
RhumbLine Advisers
Massachusetts
$292K +$300K +16,175 New

MS.PRO Hedge Fund Activity: Q2 2022 in Review

2 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q2 2022, worth a combined $743K — up 38% from $538K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MS.PRO positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was RhumbLine Advisers, opening a new position worth an estimated $300K.

  • 2 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q2 2022, up from 1 in Q1 2022.
  • Funds reported $743K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q2 2022, up 38% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q2 2022 and 0 closed out, a net change of +1 holder.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q2 2022 was RhumbLine Advisers, an estimated $300K added.

Based on aggregated 13F filings for Q2 2022.