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MSD

Morgan Stanley Emerging Markets Debt Fund

47 hedge funds and large institutions have $86.9M invested in Morgan Stanley Emerging Markets Debt Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

40% more capital invested

Capital invested by funds: $62.1M → $86.9M (+$24.8M)

4.8% more ownership

Funds ownership: 33.19%37.99% (+4.8%)

0% more funds holding

Funds holding: 4747 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
17
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$225K -$54.9K -6,343 -19%
RJA
27
Raymond James & Associates
Florida
$221K +$223K +25,777 New
BTS
28
BB&T Securities
Virginia
$216K +$43 +5 +0%
YMRC
29
Yorktown Management & Research Company
Virginia
$189K
LPL Financial
30
LPL Financial
California
$188K +$81K +9,363 +74%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$182K -$9.3K -1,075 -5%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$171K
SKK
33
Shepherd Kaplan Krochuk
Massachusetts
$162K +$11.9K +1,380 +8%
FAAS
34
First Allied Advisory Services
California
$153K +$26.2K +3,034 +20%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$148K -$45.9K -5,311 -23%
PVWM
36
Point View Wealth Management
New Jersey
$127K
WAM
37
Weiss Asset Management
Massachusetts
$103K +$104K +11,981 New
ST
38
Sentinel Trust
Texas
$98K
SRC
39
Shufro Rose & Co
New York
$94K
FM
40
Foster & Motley
Ohio
$88K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$68K
Creative Planning
42
Creative Planning
Kansas
$15K +$13K +1,499 +500%
RFA
43
Reilly Financial Advisors
California
$11K
BKA
44
Brick & Kyle Associates
Pennsylvania
$8K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$4K -$2.06K -238 -32%
HCM
46
Highlander Capital Management
New Jersey
$3K
CCA
47
Catalyst Capital Advisors
New York
$1K
TRCT
48
Tower Research Capital (TRC)
New York
$1K +$1.19K +137 New
DA
49
Doliver Advisors
Texas
-$383K -45,926 Closed
FMW
50
Farr Miller & Washington
District of Columbia
-$146K -17,500 Closed

MSD Hedge Fund Activity: Q4 2015 in Review

47 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q4 2015, worth a combined $86.9M — up 40% from $62.1M a quarter earlier.

Fund positioning in MSD was balanced in Q4 2015: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 8 trimmed.

The largest buyer was BCWM LLC, adding an estimated $3.78M. The largest seller was Wells Fargo, cutting an estimated $2.07M.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $86.9M of Morgan Stanley Emerging Markets Debt Fund stock for Q4 2015, up 40% quarter-over-quarter.
  • 7 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q4 2015 and 7 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q4 2015 was BCWM LLC, an estimated $3.78M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q4 2015 was Wells Fargo, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2015.