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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

50 hedge funds and large institutions have $55.7M invested in Morgan Stanley Emerging Markets Debt Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

2% less funds holding

Funds holding: 51 → 50 (-1)

3.75% less ownership

Funds ownership: 34.49% → 30.74% (-3.7%)

12% less capital invested

Capital invested by funds: $63.2M → $55.7M (-$7.5M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.94M
2
Invesco
Invesco
Georgia
+$990K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$810K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$650K
5
WAM
Wolverine Asset Management
Illinois
+$629K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.75M
2
SCM
Saba Capital Management
New York
-$2.61M
3
KLI
Kelman-Lazarov Inc
Tennessee
-$803K
4
CRC
Curi RMB Capital
Illinois
-$292K
5
Walleye Trading
Walleye Trading
New York
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$216K -$181K -20,572 -45%
6M
27
6 Meridian
Kansas
$196K -$18.9K -2,150 -9%
SRC
28
Shufro Rose & Co
New York
$137K +$139K +15,850 New
Ameriprise
29
Ameriprise
Minnesota
$128K +$9.67K +1,100 +8%
PVWM
30
Point View Wealth Management
New Jersey
$115K +$2.62K +298 +2%
DAS
31
Dynamic Advisor Solutions
Arizona
$112K -$2.99K -340 -3%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$111K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$103K +$817 +93 +0.8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$100K +$5.04K +574 +5%
CAN
35
Claraphi Advisory Network
United States
$95K +$1.69K +192 +2%
TW
36
Transform Wealth
Colorado
$90K -$8.67K -987 -9%
DADC
37
D.A. Davidson & Co
Montana
$87K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$38K -$50.5K -5,747 -57%
Citigroup
40
Citigroup
New York
$37K +$18.9K +2,155 +101%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$31K +$31.2K +3,551 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$20K +$1.92K +218 +10%
RFA
43
Reilly Financial Advisors
California
$11K – – –
APA
44
American Portfolios Advisors
New York
$9.97K – – –
SWM
45
SeaCrest Wealth Management
New York
$8K – – –
IA
46
IFP Advisors
Florida
$8K +$7.91K +900 New
SIC
47
Salem Investment Counselors
North Carolina
$7K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$6K – – –
FHA
49
First Horizon Advisors
Tennessee
$2K -$17.8K -2,025 -88%
HCM
50
Highlander Capital Management
New Jersey
$1K – – –
1
2
3

MSD Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q3 2018, worth a combined $55.7M — down 12% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MSD and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $1.94M. The largest seller was Sit Investment Associates, cutting an estimated $8.75M.

  • 50 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q3 2018, down from 51 in Q2 2018.
  • Funds reported $55.7M of Morgan Stanley Emerging Markets Debt Fund stock for Q3 2018, down 12% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q3 2018 and 5 closed out, a net change of -1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q3 2018 was Wells Fargo, an estimated $1.94M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q3 2018 was Sit Investment Associates, an estimated $8.75M sold.

Based on aggregated 13F filings for Q3 2018.