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Morgan Stanley 4.250% Series O Preferred Stock

3 hedge funds and large institutions have $481K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

0% more capital invested

Capital invested by funds: $481K → $481K (+$50)

0% more ownership

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

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$465K
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.11K +$1.74K +93 +27%
CAM
3
Chesapeake Asset Management
New York
$7.44K +$7.49K +400 New

MS.PRO Hedge Fund Activity: Q2 2023 in Review

3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q2 2023, worth a combined $481K — up 0.01% from $481K a quarter earlier.

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

The largest buyer was Chesapeake Asset Management, opening a new position worth an estimated $7.49K.

  • 3 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $481K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q2 2023, up 0.01% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q2 2023 was Chesapeake Asset Management, an estimated $7.49K added.

Based on aggregated 13F filings for Q2 2023.