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Morgan Stanley 4.250% Series O Preferred Stock

2 hedge funds and large institutions have $431K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.03% less ownership

Funds ownership: 0.08%0.05% (-0.03%)

42% less capital invested

Capital invested by funds: $740K → $431K (-$309K)

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
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.98K

Top Sellers

Rank Fund Capital Flow
1
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$429K
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.94K +$1.98K +113 New
RhumbLine Advisers
3
RhumbLine Advisers
Massachusetts
-$291K -16,175 Closed

MS.PRO Hedge Fund Activity: Q4 2022 in Review

2 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q4 2022, worth a combined $431K — down 42% from $740K a quarter earlier.

Fund positioning in MS.PRO was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $1.98K. The largest seller was RhumbLine Advisers, exiting entirely with an estimated $291K sold.

  • 2 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $431K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q4 2022, down 42% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q4 2022 and 1 closed out, a net change of 0 holders.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q4 2022 was PNC Financial Services Group, an estimated $1.98K added.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q4 2022 was RhumbLine Advisers, an estimated $291K sold.

Based on aggregated 13F filings for Q4 2022.