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EDD

Morgan Stanley Emerging Markets Domestic Debt Fund

64 hedge funds and large institutions have $130M invested in Morgan Stanley Emerging Markets Domestic Debt Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

25% more capital invested

Capital invested by funds: $104M → $130M (+$26.2M)

5.38% more ownership

Funds ownership: 36.45%41.84% (+5.4%)

3% more funds holding

Funds holding: 6264 (+2)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20.6M -$4.77M -1,048,158 -19%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$16.3M +$15.9M +3,487,343 New
Bank of America
3
Bank of America
North Carolina
$15.8M -$619K -136,119 -4%
Morgan Stanley
4
Morgan Stanley
New York
$10.3M -$7.18M -1,578,317 -42%
ECM
5
Evergreen Capital Management
Washington
$9.09M +$5.91M +1,299,365 +211%
ARA
6
Alexander Randolph Advisory
Virginia
$7.09M +$6.92M +1,522,231 New
RJA
7
Raymond James & Associates
Florida
$6.98M +$1.7M +373,157 +33%
PCM
8
PenderFund Capital Management
British Columbia, Canada
$6.1M +$90.2K +19,828 +2%
Wells Fargo
9
Wells Fargo
California
$5.78M -$68.1K -14,981 -1%
Invesco
10
Invesco
Georgia
$4.79M +$311K +68,352 +7%
PMAM
11
Penn Mutual Asset Management
Pennsylvania
$4.49M
AC
12
Almitas Capital
California
$2.51M -$48.3K -10,614 -2%
BA
13
Bridge Advisory
California
$2.25M +$2.19M +482,003 New
RC
14
Rareview Capital
Nevada
$2.12M +$2.07M +454,688 New
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.97M
HighTower Advisors
16
HighTower Advisors
Illinois
$1.27M -$180K -39,642 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.02M -$52K -11,439 -5%
UBS Group
18
UBS Group
Switzerland
$812K -$16.5K -3,636 -2%
LPL Financial
19
LPL Financial
California
$775K +$178K +39,145 +31%
BI
20
Bulldog Investors
New Jersey
$757K +$42.7K +9,380 +6%
MC
21
Matisse Capital
Oregon
$656K -$515K -113,327 -45%
TIM
22
Tortoise Investment Management
New York
$644K -$1.72M -379,262 -73%
PAG
23
Private Advisor Group
New Jersey
$604K +$4.55K +1,000 +0.8%
CAM
24
Cresset Asset Management
Illinois
$549K -$9.1K -2,000 -2%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$468K -$1.41K -310 -0.3%

EDD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) for Q4 2023, worth a combined $130M — up 25% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EDD positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Evergreen Capital Management, adding an estimated $5.91M. The largest seller was Morgan Stanley, cutting an estimated $7.18M.

  • 64 institutional investors held Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $130M of Morgan Stanley Emerging Markets Domestic Debt Fund stock for Q4 2023, up 25% quarter-over-quarter.
  • 13 funds opened new Morgan Stanley Emerging Markets Domestic Debt Fund positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Morgan Stanley Emerging Markets Domestic Debt Fund buyer in Q4 2023 was Evergreen Capital Management, an estimated $5.91M added.
  • The largest Morgan Stanley Emerging Markets Domestic Debt Fund seller in Q4 2023 was Morgan Stanley, an estimated $7.18M sold.

Based on aggregated 13F filings for Q4 2023.