Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
5 hedge funds and large institutions have $993K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
82% more capital invested
Capital invested by funds: $546K → $993K (+$446K)
25% more funds holding
Funds holding: 4 → 5 (+1)
0.04% more ownership
Funds ownership: 0.05% → 0.09% (+0.04%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$550 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RAM
1
Roanoke Asset Management
Jersey City,
New Jersey
| $517K | – | – | – |
|
|
AW
2
Atlas Wealth
Cincinnati,
Ohio
| $404K | +$383K | +19,494 | New |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $36K | -$550 | -28 | -2% |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $20.7K | – | – | – |
|
|
TSMHT
5
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $15.5K | – | – | – |
|
MS.PRO Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q3 2024, worth a combined $993K — up 82% from $546K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MS.PRO positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $383K. The largest seller was PNC Financial Services Group, cutting an estimated $550.
- 5 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $993K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q3 2024, up 82% quarter-over-quarter.
- 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q3 2024 was Atlas Wealth, an estimated $383K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q3 2024 was PNC Financial Services Group, an estimated $550 sold.
Based on aggregated 13F filings for Q3 2024.