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Morgan Stanley 4.250% Series O Preferred Stock

2 hedge funds and large institutions have $481K invested in Morgan Stanley 4.250% Series O 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 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $431K → $481K (+$49.6K)

0% more funds holding

Funds holding: 22 (0)

0% more ownership

Funds ownership: 0.05%0.05% (+0%)

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
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.35K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$474K
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6.5K +$4.35K +230 +204%

MS.PRO Hedge Fund Activity: Q1 2023 in Review

2 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q1 2023, worth a combined $481K — up 12% from $431K a quarter earlier.

Fund positioning in MS.PRO was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $4.35K.

  • 2 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $481K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q1 2023, up 12% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q1 2023 and 0 closed out.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q1 2023 was PNC Financial Services Group, an estimated $4.35K added.

Based on aggregated 13F filings for Q1 2023.