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Morgan Stanley 4.250% Series O Preferred Stock

2 hedge funds and large institutions have $433K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

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

10% less capital invested

Capital invested by funds: $481K → $433K (-$47.1K)

33% less funds holding

Funds holding: 32 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
CAM
Chesapeake Asset Management
New York
-$7.44K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$426K
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$7.43K
CAM
3
Chesapeake Asset Management
New York
-$7.44K -400 Closed

MS.PRO Hedge Fund Activity: Q3 2023 in Review

2 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q3 2023, worth a combined $433K — down 9.8% from $481K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of MS.PRO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Chesapeake Asset Management, exiting entirely with an estimated $7.44K sold.

  • 2 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q3 2023, down from 3 in Q2 2023.
  • Funds reported $433K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q3 2023, down 9.8% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q3 2023 was Chesapeake Asset Management, an estimated $7.44K sold.

Based on aggregated 13F filings for Q3 2023.