Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
4 hedge funds and large institutions have $757K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.01% less ownership
Funds ownership: 0.09% → 0.08% (-0.01%)
20% less funds holding
Funds holding: 5 → 4 (-1)
24% less capital invested
Capital invested by funds: $993K → $757K (-$236K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$74K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Roanoke Asset Management
Jersey City,
New Jersey
|
-$195K |
| 2 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $429K | +$74K | +3,797 | +19% |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $276K | -$195K | -10,000 | -40% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33.7K | +$1.81K | +93 | +5% |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $18.4K | – | – | – |
|
|
TSMHT
5
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$15.5K | -750 | Closed |
|
MS.PRO Hedge Fund Activity: Q4 2024 in Review
4 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q4 2024, worth a combined $757K — down 24% from $993K 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 1 trimmed existing stakes and 2 added.
The largest buyer was Atlas Wealth, adding an estimated $74K. The largest seller was Roanoke Asset Management, cutting an estimated $195K.
- 4 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q4 2024, down from 5 in Q3 2024.
- Funds reported $757K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q4 2024, down 24% quarter-over-quarter.
- 0 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q4 2024 was Atlas Wealth, an estimated $74K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q4 2024 was Roanoke Asset Management, an estimated $195K sold.
Based on aggregated 13F filings for Q4 2024.