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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

47 hedge funds and large institutions have $49.4M invested in Morgan Stanley Emerging Markets Debt Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.01% more ownership

Funds ownership: 37.67% → 37.68% (+0.01%)

2% less capital invested

Capital invested by funds: $50.2M → $49.4M (-$784K)

4% less funds holding

Funds holding: 49 → 47 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$712K
2
CAL
Capital Analysts LLC
Pennsylvania
+$423K
3
Osaic Holdings
Osaic Holdings
Arizona
+$211K
4
WAM
Wolverine Asset Management
Illinois
+$202K
5
Ameriprise
Ameriprise
Minnesota
+$118K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.29M
2
Invesco
Invesco
Georgia
-$329K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$88.6K
4
BI
Bulldog Investors
New Jersey
-$83.3K
5
LCM
Landscape Capital Management
New Jersey
-$81K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Almitas Capital
California
$213K +$108K +16,160 +96%
GA
27
Greytown Advisors
Florida
$177K – – –
UBS Group
28
UBS Group
Switzerland
$149K +$2.85K +426 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$140K -$3.66K -547 -2%
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$135K +$34.8K +5,191 +26%
HCA
31
Harbour Capital Advisors
Virginia
$133K – – –
TIM
32
Tortoise Investment Management
New York
$131K +$25.6K +3,820 +23%
Ameriprise
33
Ameriprise
Minnesota
$114K +$118K +17,651 New
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$114K +$118K +17,637 New
IFG
35
Independent Financial Group
California
$99.1K +$1.1K +165 +1%
CAG
36
Csenge Advisory Group
Florida
$96.8K -$10.3K -1,537 -9%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$32.9K -$6.7K -1,000 -16%
CFB
38
Cullen/Frost Bankers
Texas
$25.8K – – –
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$19.3K – – –
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$18.7K – – –
JEST
42
JTC Employer Solutions Trustee
Jersey
$14K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$5.91K – – –
LC
44
Lindbrook Capital
California
$3.22K +$3.35K +500 New
Bessemer Group
45
Bessemer Group
New Jersey
$3K +$40 +6 +1%
JP Morgan Chase
46
JP Morgan Chase
New York
$2K +$1.88K +280 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$6 – – –
LCM
48
Landscape Capital Management
New Jersey
– -$81K -12,379 Closed
IWM
49
IHT Wealth Management
Illinois
– -$75.8K -11,589 Closed
CS
50
Credit Suisse
Switzerland
– -$24.2K -3,693 Closed
1
2
3

MSD Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2023, worth a combined $49.4M — down 1.6% from $50.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MSD and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $712K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.29M.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $49.4M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2023, down 1.6% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2023 was Royal Bank of Canada, an estimated $712K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.