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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

51 hedge funds and large institutions have $75.5M invested in Morgan Stanley Emerging Markets Debt Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 48 → 51 (+3)

0% more capital invested

Capital invested by funds: $75.3M → $75.5M (+$223K)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

0.97% less ownership

Funds ownership: 38.72% → 37.75% (-0.97%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$594K
2
KLI
Kelman-Lazarov Inc
Tennessee
+$375K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$312K
4
Bank of America
Bank of America
North Carolina
+$225K
5
ST
Sentinel Trust
Texas
+$224K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.61M
2
PPA
Parametric Portfolio Associates
Washington
-$1.1M
3
BL
BCWM LLC
Kansas
-$888K
4
LCM
Landscape Capital Management
New Jersey
-$408K
5
AAM
Advisors Asset Management
Colorado
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Sentinel Trust
Texas
$334K +$224K +24,634 +216%
RTS
27
Round Table Services
New Jersey
$327K – – –
ACP
28
Aviance Capital Partners
Florida
$326K +$80.5K +8,863 +34%
SIA
29
Starfire Investment Advisers
Michigan
$308K – – –
NL
30
NWAM LLC
Washington
$295K – – –
RJA
31
Raymond James & Associates
Florida
$224K -$14.4K -1,587 -6%
TC
32
TFS Capital
Pennsylvania
$222K +$126K +13,826 +136%
SPC
33
Sigma Planning Corp
Michigan
$205K +$201K +22,135 New
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$184K – – –
TW
35
Transform Wealth
Colorado
$183K +$179K +19,743 New
LCM
36
Laurion Capital Management
New York
$182K +$178K +19,652 New
SKK
37
Shepherd Kaplan Krochuk
Massachusetts
$175K – – –
PVWM
38
Point View Wealth Management
New Jersey
$153K +$15.6K +1,715 +12%
SRC
39
Shufro Rose & Co
New York
$115K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$107K -$55.4K -6,098 -35%
JCM
41
JD Capital Management
Connecticut
$104K +$102K +11,200 New
LPL Financial
42
LPL Financial
California
$101K -$44.5K -4,897 -31%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$83K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$74K -$12.7K -1,400 -15%
SSB
45
Sandy Spring Bank
Maryland
$26K – – –
Creative Planning
46
Creative Planning
Kansas
$17K – – –
RFA
47
Reilly Financial Advisors
California
$11K – – –
BKA
48
Brick & Kyle Associates
Pennsylvania
$8K – – –
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$5K – – –
HCM
50
Highlander Capital Management
New Jersey
$3K – – –
1
2
3

MSD Hedge Fund Activity: Q2 2016 in Review

51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2016, worth a combined $75.5M — up 0.3% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MSD positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $594K. The largest seller was Wells Fargo, cutting an estimated $3.61M.

  • 51 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2016, up from 48 in Q1 2016.
  • Funds reported $75.5M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2016, up 0.3% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2016 and 5 closed out, a net change of +3 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2016 was L.J. Altfest & Co, an estimated $594K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2016 was Wells Fargo, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2016.