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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

49 hedge funds and large institutions have $65.7M invested in Morgan Stanley Emerging Markets Debt Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 48 → 49 (+1)

1.66% more ownership

Funds ownership: 31.76% → 33.42% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $66.2M → $65.7M (-$441K)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.05M
2
RCM
Rivernorth Capital Management
Florida
+$1.04M
3
Wells Fargo
Wells Fargo
California
+$644K
4
Walleye Trading
Walleye Trading
New York
+$554K
5
CRC
Curi RMB Capital
Illinois
+$220K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.52M
2
WMG
WESCAP Management Group
California
-$853K
3
CCM
Coldstream Capital Management
Washington
-$732K
4
ACP
Aviance Capital Partners
Florida
-$444K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$368K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
26
Point View Wealth Management
New Jersey
$133K -$12.4K -1,286 -8%
SRC
27
Shufro Rose & Co
New York
$130K -$120K -12,450 Closed
DAS
28
Dynamic Advisor Solutions
Arizona
$126K -$4.89K -505 -4%
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$122K – – –
TW
30
Transform Wealth
Colorado
$106K +$106 +11 +0.1%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$106K +$4.23K +437 +4%
CAN
32
Claraphi Advisory Network
United States
$101K -$6.8K -703 -6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$99K +$5.55K +574 +6%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$95K +$29 +3 +0%
DADC
35
D.A. Davidson & Co
Montana
$94K +$96.8K +10,000 New
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$85K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$48K +$49.9K +5,155 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$28K +$28.7K +2,964 New
PA
40
Parallel Advisors
California
$26K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$20K – – –
Citigroup
42
Citigroup
New York
$20K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.5K +1,500 New
RFA
44
Reilly Financial Advisors
California
$12K – – –
APA
45
American Portfolios Advisors
New York
$10.8K – – –
SWM
46
SeaCrest Wealth Management
New York
$9K – – –
SIC
47
Salem Investment Counselors
North Carolina
$8K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$7K – – –
HCM
49
Highlander Capital Management
New Jersey
$3K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$2K +$1.94K +200 New
1
2
3

MSD Hedge Fund Activity: Q1 2018 in Review

49 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2018, worth a combined $65.7M — down 0.67% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MSD positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Saba Capital Management, cutting an estimated $1.52M.

  • 49 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2018, up from 48 in Q4 2017.
  • Funds reported $65.7M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2018, down 0.67% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2018 and 7 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2018 was Sit Investment Associates, an estimated $4.05M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2018 was Saba Capital Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2018.