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MSD

Morgan Stanley Emerging Markets Debt Fund

47 hedge funds and large institutions have $43.9M invested in Morgan Stanley Emerging Markets Debt Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.4% less ownership

Funds ownership: 37.41%31.01% (-6.4%)

8% less funds holding

Funds holding: 5147 (-4)

11% less capital invested

Capital invested by funds: $49.4M → $43.9M (-$5.52M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
26
Harbour Capital Advisors
Virginia
$143K -$3.31K -508 -2%
UBS Group
27
UBS Group
Switzerland
$135K +$45.1K +6,925 +55%
ICMP
28
Integrated Capital Management (Pennsylvania)
Pennsylvania
$135K -$3.48K -535 -3%
LCM
29
Landscape Capital Management
New Jersey
$135K +$126K +19,377 New
JP Morgan Chase
30
JP Morgan Chase
New York
$109K -$61.1K -9,377 -37%
IFG
31
Independent Financial Group
California
$109K +$2.04K +313 +2%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$99.8K +$3.05K +469 +3%
DWP
33
Daymark Wealth Partners
Ohio
$97.6K +$19.5K +3,000 +27%
FFO
34
Fortitude Family Office
Arizona
$97.3K +$91.2K +14,000 New
DAS
35
Dynamic Advisor Solutions
Arizona
$91.2K +$10.9K +1,679 +15%
CFB
36
Cullen/Frost Bankers
Texas
$83.4K +$26K +4,000 +50%
TIM
37
Tortoise Investment Management
New York
$82.8K -$76.5K -11,745 -50%
CAG
38
Csenge Advisory Group
Florida
$77.2K -$4.39K -674 -6%
IAA
39
Ironsides Asset Advisors
North Carolina
$70.7K -$5.61K -862 -8%
RG
40
Rathbones Group
United Kingdom
$69.5K
Comerica Bank
41
Comerica Bank
Texas
$27.8K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$20.9K
JEST
43
JTC Employer Solutions Trustee
Jersey
$15K
RIM
44
Rockbridge Investment Management
New York
$7.54K +$7.07K +1,085 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$6.38K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$4.17K
TRCT
47
Tower Research Capital (TRC)
New York
$7 +$7 +1 New
SCM
48
Saba Capital Management
New York
-$5.93M -913,633 Closed
MC
49
Matisse Capital
Oregon
-$760K -117,137 Closed
HWAM
50
Hennion & Walsh Asset Management
New Jersey
-$365K -56,241 Closed

MSD Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q4 2023, worth a combined $43.9M — down 11% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MSD and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Osaic Holdings, adding an estimated $531K. The largest seller was Saba Capital Management, exiting entirely with an estimated $5.93M sold.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q4 2023, down from 51 in Q3 2023.
  • Funds reported $43.9M of Morgan Stanley Emerging Markets Debt Fund stock for Q4 2023, down 11% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q4 2023 and 9 closed out, a net change of -3 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q4 2023 was Osaic Holdings, an estimated $531K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q4 2023 was Saba Capital Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2023.