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EDD

Morgan Stanley Emerging Markets Domestic Debt Fund
EDD

61 hedge funds and large institutions have $125M invested in Morgan Stanley Emerging Markets Domestic Debt Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

4% less capital invested

Capital invested by funds: $130M → $125M (-$4.73M)

2.1% less ownership

Funds ownership: 41.84% → 39.73% (-2.1%)

5% less funds holding

Funds holding: 64 → 61 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
22
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$2.51M
2
Wells Fargo
Wells Fargo
California
+$1.36M
3
MC
Matisse Capital
Oregon
+$1.03M
4
Bank of America
Bank of America
North Carolina
+$911K
5
BA
Bridge Advisory
California
+$719K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.14M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
-$4.49M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.26M
4
SCM
Saba Capital Management
New York
-$1.45M
5
AC
Almitas Capital
California
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
26
Pekin Hardy Strauss
Illinois
$537K +$133K +28,200 +33%
PI
27
PFG Investments
New York
$473K +$468K +99,500 New
Walleye Capital
28
Walleye Capital
New York
$434K +$78K +16,590 +22%
NFG
29
Nations Financial Group
Iowa
$413K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$412K -$18K -3,837 -4%
TIM
31
Tortoise Investment Management
New York
$370K -$283K -60,265 -44%
MC
32
Moors & Cabot
Massachusetts
$357K -$6.54K -1,391 -2%
KPWS
33
Kestra Private Wealth Services
Texas
$354K +$569 +121 +0.2%
SFS
34
Shaker Financial Services
Virginia
$336K +$327K +69,507 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$318K +$46.4K +9,875 +17%
NA
36
NewEdge Advisors
Louisiana
$297K -$52.6K -11,200 -15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$251K +$2.55K +543 +1%
AWM
38
Avior Wealth Management
Nebraska
$225K +$223K +47,380 New
EGA
39
E&G Advisors
Texas
$206K – – –
Citadel Advisors
40
Citadel Advisors
Florida
$179K +$111K +23,591 +168%
Osaic Holdings
41
Osaic Holdings
Arizona
$178K -$44.7K -9,507 -20%
IAA
42
Ironsides Asset Advisors
North Carolina
$176K +$15.6K +3,313 +10%
FAM
43
Formidable Asset Management
Ohio
$172K -$2.02K -430 -1%
AA
44
Ancora Advisors
Ohio
$131K +$130K +27,671 New
Comerica Bank
45
Comerica Bank
Texas
$112K +$5.06K +1,077 +5%
CIA
46
Capital Investment Advisors
Georgia
$104K -$5.9K -1,256 -5%
IP
47
Ignite Planners
California
$72.3K -$57.4K -12,213 -44%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$65.2K +$64.5K +13,717 New
FFO
49
Fortitude Family Office
Arizona
$61.8K – – –
Verition Fund Management
50
Verition Fund Management
Connecticut
$52.3K +$51.7K +11,000 New
1
2
3

EDD Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) for Q1 2024, worth a combined $125M — down 3.6% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EDD and 10 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Evergreen Capital Management, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $5.14M.

  • 61 institutional investors held Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) as of Q1 2024, down from 64 in Q4 2023.
  • Funds reported $125M of Morgan Stanley Emerging Markets Domestic Debt Fund stock for Q1 2024, down 3.6% quarter-over-quarter.
  • 10 funds opened new Morgan Stanley Emerging Markets Domestic Debt Fund positions in Q1 2024 and 12 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Emerging Markets Domestic Debt Fund buyer in Q1 2024 was Evergreen Capital Management, an estimated $2.51M added.
  • The largest Morgan Stanley Emerging Markets Domestic Debt Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2024.