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MSD

Morgan Stanley Emerging Markets Debt Fund

51 hedge funds and large institutions have $52.2M invested in Morgan Stanley Emerging Markets Debt Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $45.4M → $52.2M (+$6.87M)

2% more funds holding

Funds holding: 5051 (+1)

0.99% less ownership

Funds ownership: 26.74%25.76% (-0.99%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
FNY Investment Advisers
New York
$215K +$114K +12,102 +119%
Walleye Trading
27
Walleye Trading
New York
$213K -$49.2K -5,200 -19%
UBS Group
28
UBS Group
Switzerland
$207K -$43.2K -4,569 -18%
IAA
29
Independent Advisor Alliance
North Carolina
$194K +$190K +20,053 New
KLI
30
Kelman-Lazarov Inc
Tennessee
$190K -$28.4K -3,000 -13%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$163K
HighTower Advisors
32
HighTower Advisors
Illinois
$140K
NL
33
NWAM LLC
Washington
$134K -$4.73K -500 -3%
SRC
34
Shufro Rose & Co
New York
$130K -$9.45K -1,000 -7%
PVWM
35
Point View Wealth Management
New Jersey
$126K -$2.5K -264 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$125K -$85.6K -9,050 -41%
RCA
37
Rowland Carmichael Advisors
Arizona
$108K
CIA
38
Capital Investment Advisors
Georgia
$100K
SIC
39
Samalin Investment Counsel
New York
$100K +$98K +10,371 New
NFG
40
Next Financial Group
Texas
$70K +$18.1K +1,911 +36%
RIA
41
Realta Investment Advisors
Delaware
$53K +$718 +76 +1%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$47K -$48.4K -5,118 -51%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K
FWM
44
FSA Wealth Management
Massachusetts
$42K +$41K +4,339 New
APA
45
American Portfolios Advisors
New York
$11.1K
CAL
46
Capital Analysts LLC
Pennsylvania
$7K
RFA
47
Reilly Financial Advisors
California
$3K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2K +$1.57K +166 New
WQ
49
Wealth Quarterback
New Jersey
$1.02K +$993 +105 New
SPIA
50
Steward Partners Investment Advisory
New York
$1K

MSD Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q4 2019, worth a combined $52.2M — up 15% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MSD positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $822K. The largest seller was Rivernorth Capital Management, cutting an estimated $3.88M.

  • 51 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q4 2019, up from 50 in Q3 2019.
  • Funds reported $52.2M of Morgan Stanley Emerging Markets Debt Fund stock for Q4 2019, up 15% quarter-over-quarter.
  • 7 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q4 2019 was Advisors Asset Management, an estimated $822K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q4 2019 was Rivernorth Capital Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2019.