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Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO

4 hedge funds and large institutions have $546K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2024 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

33% more funds holding

Funds holding: 3 → 4 (+1)

0% more ownership

Funds ownership: 0.05% → 0.05% (+0%)

2% less capital invested

Capital invested by funds: $556K → $546K (-$9.15K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
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 Buyers

Rank Fund Capital Flow
1
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$14.3K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.06K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$479K – – –
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.8K +$3.06K +160 +10%
TIM
3
Thompson Investment Management
Wisconsin
$19.1K – – –
TSMHT
4
Thurston Springer Miller Herd & Titak
Indiana
$14.4K +$14.3K +750 New

MS.PRO Hedge Fund Activity: Q2 2024 in Review

4 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q2 2024, worth a combined $546K — down 1.6% from $556K 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 Thurston Springer Miller Herd & Titak, opening a new position worth an estimated $14.3K.

  • 4 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q2 2024, up from 3 in Q1 2024.
  • Funds reported $546K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q2 2024 and 0 closed out, a net change of +1 holder.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q2 2024 was Thurston Springer Miller Herd & Titak, an estimated $14.3K added.

Based on aggregated 13F filings for Q2 2024.