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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

47 hedge funds and large institutions have $48M invested in Morgan Stanley Emerging Markets Debt Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0.88% more ownership

Funds ownership: 27.89% → 28.77% (+0.88%)

4% less funds holding

Funds holding: 49 → 47 (-2)

8% less capital invested

Capital invested by funds: $52.4M → $48M (-$4.43M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.16M
2
Invesco
Invesco
Georgia
+$666K
3
IWM
IHT Wealth Management
Illinois
+$580K
4
Stifel Financial
Stifel Financial
Missouri
+$547K
5
CAN
Cetera Advisor Networks
California
+$518K

Top Sellers

Rank Fund Capital Flow
1
KLI
Kelman-Lazarov Inc
Tennessee
-$710K
2
CRC
Curi RMB Capital
Illinois
-$456K
3
RCM
Rivernorth Capital Management
Florida
-$423K
4
LCM
Landscape Capital Management
New Jersey
-$252K
5
WAM
Wolverine Asset Management
Illinois
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$254K -$206K -22,529 -45%
Ameriprise
27
Ameriprise
Minnesota
$209K +$18.4K +2,016 +10%
FIA
28
FNY Investment Advisers
New York
$156K -$3.53K -386 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$135K -$6.7K -733 -5%
SRC
30
Shufro Rose & Co
New York
$135K – – –
NL
31
NWAM LLC
Washington
$134K – – –
PVWM
32
Point View Wealth Management
New Jersey
$124K – – –
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$119K +$116K +12,725 New
Walleye Capital
34
Walleye Capital
New York
$119K +$117K +12,800 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$107K -$5.59K -612 -5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$55K +$9.26K +1,014 +21%
RIA
37
Realta Investment Advisors
Delaware
$50K +$484 +53 +1%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K – – –
CL
39
CSS LLC
Illinois
$37K +$36.7K +4,020 New
CFGS
40
Concourse Financial Group Securities
Alabama
$28K +$26.6K +2,917 New
NFG
41
Next Financial Group
Texas
$27K +$26.3K +2,875 New
APA
42
American Portfolios Advisors
New York
$10.7K – – –
RCM
43
Rivernorth Capital Management
Florida
$7.97K -$423K -46,322 -5%
CAL
44
Capital Analysts LLC
Pennsylvania
$7K – – –
RFA
45
Reilly Financial Advisors
California
$3K – – –
PCP
46
Proficio Capital Partners
Massachusetts
$1K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1K +$986 +108 New
CRC
48
Curi RMB Capital
Illinois
– -$456K -50,766 Closed
TSS
49
Two Sigma Securities
New York
– -$113K -12,561 Closed
DAS
50
Dynamic Advisor Solutions
Arizona
– -$98K -10,911 Closed
1
2
3

MSD Hedge Fund Activity: Q2 2019 in Review

47 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2019, worth a combined $48M — down 8.5% from $52.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MSD and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.16M. The largest seller was Kelman-Lazarov Inc, cutting an estimated $710K.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2019, down from 49 in Q1 2019.
  • Funds reported $48M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2019, down 8.5% quarter-over-quarter.
  • 7 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2019 and 8 closed out, a net change of -1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2019 was Wells Fargo, an estimated $1.16M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2019 was Kelman-Lazarov Inc, an estimated $710K sold.

Based on aggregated 13F filings for Q2 2019.