Morgan Stanley Emerging Markets Debt Fund
MSD
44 hedge funds and large institutions have $69.1M invested in Morgan Stanley Emerging Markets Debt Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 14 closing their positions.
16% more capital invested
Capital invested by funds: $59.4M → $69.1M (+$9.76M)
3.88% more ownership
Funds ownership: 29.58% → 33.46% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less funds holding
Funds holding: 52 → 44 (-8)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$12.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.64M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.85M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$506K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.18M |
| 2 |
Citigroup
New York
|
-$2.38M |
| 3 |
BL
BCWM LLC
Overland Park,
Kansas
|
-$2.35M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.28M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
51
Curi RMB Capital
Chicago,
Illinois
| – | -$409K | -43,751 | Closed |
|
|
LCM
52
Laurion Capital Management
New York
| – | -$376K | -40,238 | Closed |
|
|
SIA
53
Starfire Investment Advisers
Southfield,
Michigan
| – | -$318K | -33,250 | Closed |
|
|
TW
54
Transform Wealth
Greenwood Village,
Colorado
| – | -$187K | -19,981 | Closed |
|
55
LPL Financial
San Diego,
California
| – | -$124K | -13,263 | Closed |
|
|
IAA
56
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$123K | -13,113 | Closed |
|
|
PFO
57
Pathstone Family Office
Englewood,
New Jersey
| – | -$25K | -2,626 | Closed |
|
|
CPIG
58
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$6K | -676 | Closed |
|
|
WAM
59
Wolverine Asset Management
Chicago,
Illinois
| – | -$4K | -430 | Closed |
|
MSD Hedge Fund Activity: Q2 2017 in Review
44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2017, worth a combined $69.1M — up 16% from $59.4M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MSD and 6 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 12 added.
The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $5.18M.
- 44 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2017, down from 52 in Q1 2017.
- Funds reported $69.1M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2017, up 16% quarter-over-quarter.
- 6 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2017 and 14 closed out, a net change of -8 holders.
- The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2017 was Saba Capital Management, an estimated $12.6M added.
- The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2017 was Wells Fargo, an estimated $5.18M sold.
Based on aggregated 13F filings for Q2 2017.