We are live on ! Find out more
MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

39 hedge funds and large institutions have $36.9M invested in Morgan Stanley Emerging Markets Debt Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 31.01% → 25.04% (-6%)

16% less capital invested

Capital invested by funds: $43.9M → $36.9M (-$7.04M)

17% less funds holding

Funds holding: 47 → 39 (-8)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SFI Advisors
New Jersey
+$350K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$300K
3
Invesco
Invesco
Georgia
+$212K
4
LPL Financial
LPL Financial
California
+$182K
5
AWM
Avior Wealth Management
Nebraska
+$93.2K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.57M
2
BI
Bulldog Investors
New Jersey
-$1.22M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$775K
4
PAS
Park Avenue Securities
New York
-$717K
5
Morgan Stanley
Morgan Stanley
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$102K +$6.93K +976 +7%
FFO
27
Fortitude Family Office
Arizona
$101K – – –
AWM
28
Avior Wealth Management
Nebraska
$94.9K +$93.2K +13,123 New
VCWA
29
Vanguard Capital Wealth Advisors
Colorado
$91.9K -$11.7K -1,651 -11%
MA
30
MONECO Advisors
Connecticut
$88.3K +$86.8K +12,214 New
CFB
31
Cullen/Frost Bankers
Texas
$86.8K – – –
DWP
32
Daymark Wealth Partners
Ohio
$75.9K -$25.2K -3,550 -25%
IAA
33
Ironsides Asset Advisors
North Carolina
$74.1K +$554 +78 +0.8%
RG
34
Rathbones Group
United Kingdom
$72.3K – – –
Comerica Bank
35
Comerica Bank
Texas
$28.9K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$21.7K – – –
JEST
37
JTC Employer Solutions Trustee
Jersey
$15K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$6.64K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$4.25K – – –
BI
40
Bulldog Investors
New Jersey
– -$1.22M -175,052 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– -$775K -111,550 Closed
PAS
42
Park Avenue Securities
New York
– -$717K -103,152 Closed
EWA
43
Emergent Wealth Advisors
New York
– -$210K -30,200 Closed
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$135K -19,409 Closed
LCM
45
Landscape Capital Management
New Jersey
– -$135K -19,377 Closed
JP Morgan Chase
46
JP Morgan Chase
New York
– -$109K -15,720 Closed
TIM
47
Tortoise Investment Management
New York
– -$82.8K -11,920 Closed
CAG
48
Csenge Advisory Group
Florida
– -$77.2K -11,105 Closed
RIM
49
Rockbridge Investment Management
New York
– -$7.54K -1,085 Closed
TRCT
50
Tower Research Capital (TRC)
New York
– -$7 -1 Closed
1
2

MSD Hedge Fund Activity: Q1 2024 in Review

39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2024, worth a combined $36.9M — down 16% from $43.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MSD and 3 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was SFI Advisors, opening a new position worth an estimated $350K. The largest seller was Allspring Global Investments, cutting an estimated $5.57M.

  • 39 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $36.9M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2024, down 16% quarter-over-quarter.
  • 3 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2024 and 11 closed out, a net change of -8 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2024 was SFI Advisors, an estimated $350K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2024 was Allspring Global Investments, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2024.