We are live on ! Find out more
MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

51 hedge funds and large institutions have $63.2M invested in Morgan Stanley Emerging Markets Debt Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 49 → 51 (+2)

1.07% more ownership

Funds ownership: 33.42% → 34.49% (+1.1%)

4% less capital invested

Capital invested by funds: $65.7M → $63.2M (-$2.53M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.29M
2
RCM
Rivernorth Capital Management
Florida
+$1.01M
3
CRC
Curi RMB Capital
Illinois
+$853K
4
BlackRock
BlackRock
New York
+$654K
5
6M
6 Meridian
Kansas
+$226K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.67M
2
Wells Fargo
Wells Fargo
California
-$593K
3
Invesco
Invesco
Georgia
-$506K
4
SFS
Shaker Financial Services
Virginia
-$443K
5
KLI
Kelman-Lazarov Inc
Tennessee
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Shufro Rose & Co
New York
$139K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$136K +$141K +15,499 New
Ameriprise
28
Ameriprise
Minnesota
$119K -$13.1K -1,444 -10%
SFS
29
Shaker Financial Services
Virginia
$116K -$443K -48,699 -79%
DAS
30
Dynamic Advisor Solutions
Arizona
$116K -$727 -80 -0.6%
PVWM
31
Point View Wealth Management
New Jersey
$114K -$10.1K -1,109 -8%
SKK
32
Shepherd Kaplan Krochuk
Massachusetts
$114K – – –
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$112K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$103K +$10.8K +1,186 +11%
TW
35
Transform Wealth
Colorado
$99K +$118 +13 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$96K -$45.4K -4,996 -31%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$95K – – –
CAN
38
Claraphi Advisory Network
United States
$94K +$27 +3 +0%
DADC
39
D.A. Davidson & Co
Montana
$88K – – –
SEI Investments
40
SEI Investments
Pennsylvania
$45K – – –
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5K – – –
WT
42
Washington Trust
Rhode Island
$38K +$39.4K +4,334 New
FHA
43
First Horizon Advisors
Tennessee
$20K +$21K +2,310 New
Citigroup
44
Citigroup
New York
$19K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$18K – – –
RFA
46
Reilly Financial Advisors
California
$11K – – –
APA
47
American Portfolios Advisors
New York
$10.1K – – –
SWM
48
SeaCrest Wealth Management
New York
$8K – – –
SIC
49
Salem Investment Counselors
North Carolina
$7K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$6K – – –
1
2
3

MSD Hedge Fund Activity: Q2 2018 in Review

51 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2018, worth a combined $63.2M — down 3.8% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MSD positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.29M. The largest seller was Saba Capital Management, cutting an estimated $1.67M.

  • 51 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2018, up from 49 in Q1 2018.
  • Funds reported $63.2M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2018, down 3.8% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2018 was Sit Investment Associates, an estimated $2.29M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2018 was Saba Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2018.