Morgan Stanley Emerging Markets Debt Fund
MSD
49 hedge funds and large institutions have $52.4M invested in Morgan Stanley Emerging Markets Debt Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
8% more capital invested
Capital invested by funds: $48.6M → $52.4M (+$3.86M)
7% more funds holding
Funds holding: 46 → 49 (+3)
0.31% less ownership
Funds ownership: 28.2% → 27.89% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.51M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$671K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$485K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$442K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$898K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$489K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.32M | -159,878 | Closed |
|
|
MWM
52
Merriman Wealth Management
Seattle,
Washington
| – | -$125K | -14,952 | Closed |
|
|
VF
53
Virtu Financial
New York
| – | -$96K | -11,642 | Closed |
|
|
CAN
54
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$86K | -10,399 | Closed |
|
55
Geode Capital Management
Boston,
Massachusetts
| – | -$84K | -10,253 | Closed |
|
|
SWM
56
SeaCrest Wealth Management
Purchase,
New York
| – | -$7K | -910 | Closed |
|
|
FHA
57
First Horizon Advisors
Memphis,
Tennessee
| – | -$2K | -285 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -246 | Closed |
|
MSD Hedge Fund Activity: Q1 2019 in Review
49 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2019, worth a combined $52.4M — up 7.9% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MSD positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.51M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.69M.
- 49 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2019, up from 46 in Q4 2018.
- Funds reported $52.4M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2019, up 7.9% quarter-over-quarter.
- 11 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2019 and 8 closed out, a net change of +3 holders.
- The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2019 was LPL Financial, an estimated $2.51M added.
- The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2019.