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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

48 hedge funds and large institutions have $66.2M invested in Morgan Stanley Emerging Markets Debt Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

14% more funds holding

Funds holding: 42 → 48 (+6)

1% more capital invested

Capital invested by funds: $65.7M → $66.2M (+$448K)

0.61% more ownership

Funds ownership: 31.15% → 31.76% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
11
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.16M
2
SIA
Sit Investment Associates
Minnesota
+$2.63M
3
SFS
Shaker Financial Services
Virginia
+$529K
4
PPA
Parametric Portfolio Associates
Washington
+$319K
5
AG
Advisor Group
Arizona
+$213K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$3.12M
2
AAM
Advisors Asset Management
Colorado
-$977K
3
Invesco
Invesco
Georgia
-$580K
4
Wells Fargo
Wells Fargo
California
-$579K
5
CCM
Coldstream Capital Management
Washington
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$145K +$30K +3,000 +26%
DAS
27
Dynamic Advisor Solutions
Arizona
$138K – – –
SKK
28
Shepherd Kaplan Krochuk
Massachusetts
$130K – – –
DA
29
Doliver Advisors
Texas
$128K +$128K +12,794 New
SRC
30
Shufro Rose & Co
New York
$124K +$124K +12,450 New
RJA
31
Raymond James & Associates
Florida
$116K -$225K -22,493 -66%
CAN
32
Claraphi Advisory Network
United States
$115K +$115K +11,477 New
TW
33
Transform Wealth
Colorado
$113K +$110 +11 +0.1%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$109K -$880 -88 -0.8%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$101K +$50.7K +5,075 +100%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$100K +$100K +10,010 New
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K – – –
PA
38
Parallel Advisors
California
$28K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21K – – –
Citigroup
40
Citigroup
New York
$21K – – –
CA
41
Calton & Associates
Florida
$19K +$20K +2,000 New
RFA
42
Reilly Financial Advisors
California
$12K – – –
APA
43
American Portfolios Advisors
New York
$11.5K +$11.5K +1,150 New
SWM
44
SeaCrest Wealth Management
New York
$9K +$9.1K +910 New
SIC
45
Salem Investment Counselors
North Carolina
$8K – – –
CAL
46
Capital Analysts LLC
Pennsylvania
$7K +$7.1K +710 New
HCM
47
Highlander Capital Management
New Jersey
$3K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$1K +$1.08K +108 New
AAM
49
Advisors Asset Management
Colorado
– -$977K -97,021 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
– -$196K -19,510 Closed
1
2
3

MSD Hedge Fund Activity: Q4 2017 in Review

48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q4 2017, worth a combined $66.2M — up 0.68% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MSD positions and 6 closed out — a net gain of 6 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.16M. The largest seller was Saba Capital Management, cutting an estimated $3.12M.

  • 48 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q4 2017, up from 42 in Q3 2017.
  • Funds reported $66.2M of Morgan Stanley Emerging Markets Debt Fund stock for Q4 2017, up 0.68% quarter-over-quarter.
  • 12 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q4 2017 was Rivernorth Capital Management, an estimated $3.16M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q4 2017 was Saba Capital Management, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2017.