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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

55 hedge funds and large institutions have $61.5M invested in Morgan Stanley Emerging Markets Debt Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

1.07% more ownership

Funds ownership: 34.89% → 35.96% (+1.1%)

2% more capital invested

Capital invested by funds: $60.4M → $61.5M (+$1.14M)

4% less funds holding

Funds holding: 57 → 55 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.46M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.55M
3
1CP
1607 Capital Partners
Virginia
+$1.29M
4
SCM
Saba Capital Management
New York
+$1.08M
5
MC
Matisse Capital
Oregon
+$656K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.26M
2
BlackRock
BlackRock
New York
-$1.6M
3
Invesco
Invesco
Georgia
-$971K
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$96K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$95.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
26
Walleye Trading
New York
$259K +$88.4K +10,235 +50%
UBS Group
27
UBS Group
Switzerland
$239K -$4.07K -471 -2%
LCM
28
Landscape Capital Management
New Jersey
$237K -$2.48K -287 -1%
Ameriprise
29
Ameriprise
Minnesota
$196K -$449 -52 -0.2%
Creative Planning
30
Creative Planning
Kansas
$174K +$179K +20,772 New
CFGS
31
Concourse Financial Group Securities
Alabama
$171K +$25.8K +2,986 +17%
IWM
32
IHT Wealth Management
Illinois
$170K +$38.3K +4,440 +28%
BFM
33
Boothbay Fund Management
New York
$168K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$162K -$95.9K -11,107 -36%
SFS
35
Shaker Financial Services
Virginia
$140K +$145K +16,738 New
HighTower Advisors
36
HighTower Advisors
Illinois
$122K – – –
PVWM
37
Point View Wealth Management
New Jersey
$108K – – –
CIA
38
Capital Investment Advisors
Georgia
$108K +$3.89K +450 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$107K -$13.2K -1,523 -11%
NL
40
NWAM LLC
Washington
$106K – – –
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$100K +$10.6K +1,224 +11%
RCA
42
Rowland Carmichael Advisors
Arizona
$94K -$17.3K -2,000 -15%
SIC
43
Samalin Investment Counsel
New York
$90K +$855 +99 +0.9%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.7K – – –
RIM
45
Rockbridge Investment Management
New York
$36K – – –
CFB
46
Cullen/Frost Bankers
Texas
$34K – – –
NFG
47
Next Financial Group
Texas
$17K +$17.3K +2,000 New
ASN
48
Advisory Services Network
Georgia
$12K +$12.7K +1,466 New
APA
49
American Portfolios Advisors
New York
$9.65K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$6K – – –
1
2
3

MSD Hedge Fund Activity: Q3 2020 in Review

55 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q3 2020, worth a combined $61.5M — up 1.9% from $60.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MSD and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.46M. The largest seller was Wells Fargo, cutting an estimated $4.26M.

  • 55 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q3 2020, down from 57 in Q2 2020.
  • Funds reported $61.5M of Morgan Stanley Emerging Markets Debt Fund stock for Q3 2020, up 1.9% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q3 2020 and 10 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q3 2020 was Rivernorth Capital Management, an estimated $2.46M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q3 2020 was Wells Fargo, an estimated $4.26M sold.

Based on aggregated 13F filings for Q3 2020.