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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

44 hedge funds and large institutions have $69.1M invested in Morgan Stanley Emerging Markets Debt Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $59.4M → $69.1M (+$9.76M)

3.88% more ownership

Funds ownership: 29.58% → 33.46% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less funds holding

Funds holding: 52 → 44 (-8)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
44
Holders Change
-8
Holders Change %
-15.38%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$12.6M
2
SIA
Sit Investment Associates
Minnesota
+$4.64M
3
PPA
Parametric Portfolio Associates
Washington
+$3.85M
4
PCP
Proficio Capital Partners
Massachusetts
+$506K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$328K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.18M
2
Citigroup
Citigroup
New York
-$2.38M
3
BL
BCWM LLC
Kansas
-$2.35M
4
CS
Credit Suisse
Switzerland
-$1.28M
5
GC
Guggenheim Capital
Illinois
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$266K -$90.5K -9,183 -25%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$154K +$45K +4,566 +41%
PVWM
28
Point View Wealth Management
New Jersey
$152K – – –
GA
29
Greytown Advisors
Florida
$141K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$137K +$16.8K +1,700 +14%
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$129K -$10.8K -1,100 -8%
SRC
32
Shufro Rose & Co
New York
$123K – – –
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$109K -$1.5K -152 -1%
Ameriprise
34
Ameriprise
Minnesota
$102K +$102K +10,326 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$80K – – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K +$47.9K +4,855 New
PA
37
Parallel Advisors
California
$28K – – –
Citigroup
38
Citigroup
New York
$21K -$2.38M -241,260 -99%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$20K -$84.3K -8,554 -81%
WAM
40
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
RFA
41
Reilly Financial Advisors
California
$12K – – –
SIC
42
Salem Investment Counselors
North Carolina
$8K +$7.88K +800 New
PCM
43
Penserra Capital Management
California
$5K +$513 +52 +10%
HCM
44
Highlander Capital Management
New Jersey
$3K – – –
Creative Planning
45
Creative Planning
Kansas
$1K -$6.58K -668 -84%
BL
46
BCWM LLC
Kansas
– -$2.35M -252,033 Closed
GC
47
Guggenheim Capital
Illinois
– -$601K -64,399 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$501K -53,667 Closed
KAM
49
Knightsbridge Asset Management
California
– -$467K -49,983 Closed
SFS
50
Shaker Financial Services
Virginia
– -$414K -44,334 Closed
1
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3

MSD Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2017, worth a combined $69.1M — up 16% from $59.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MSD and 6 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $5.18M.

  • 44 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2017, down from 52 in Q1 2017.
  • Funds reported $69.1M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2017, up 16% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2017 and 14 closed out, a net change of -8 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2017 was Saba Capital Management, an estimated $12.6M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2017 was Wells Fargo, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2017.