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MSD

Morgan Stanley Emerging Markets Debt Fund
MSD

42 hedge funds and large institutions have $65.7M invested in Morgan Stanley Emerging Markets Debt Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $69.1M → $65.7M (-$3.4M)

2.31% less ownership

Funds ownership: 33.46% → 31.15% (-2.3%)

5% less funds holding

Funds holding: 44 → 42 (-2)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
11
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$2.88M
2
Wells Fargo
Wells Fargo
California
+$843K
3
TW
Transform Wealth
Colorado
+$114K
4
CIA
Capital Investment Advisors
Georgia
+$110K
5
Morgan Stanley
Morgan Stanley
New York
+$81.5K

Top Sellers

1
CS
Credit Suisse
Switzerland
-$2.8M
2
1CP
1607 Capital Partners
Virginia
-$2.48M
3
Invesco
Invesco
Georgia
-$928K
4
PPA
Parametric Portfolio Associates
Washington
-$843K
5
SIA
Sit Investment Associates
Minnesota
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$16.7M +$2.88M +285,484 +21%
Wells Fargo
2
Wells Fargo
California
$14.6M +$843K +83,495 +6%
RCM
3
Rivernorth Capital Management
Florida
$6.51M -$78.4K -7,770 -1%
KLI
4
Kelman-Lazarov Inc
Tennessee
$5.25M +$63.4K +6,280 +1%
Invesco
5
Invesco
Georgia
$4.1M -$928K -91,918 -18%
SIA
6
Sit Investment Associates
Minnesota
$4.05M -$693K -68,695 -15%
PPA
7
Parametric Portfolio Associates
Washington
$3.09M -$843K -83,544 -21%
WMG
8
WESCAP Management Group
California
$2M -$14.7K -1,455 -0.7%
CCM
9
Coldstream Capital Management
Washington
$1.19M -$61.1K -6,051 -5%
AAM
10
Advisors Asset Management
Colorado
$977K -$63.2K -6,261 -6%
Bank of America
11
Bank of America
North Carolina
$802K -$26K -2,576 -3%
PCP
12
Proficio Capital Partners
Massachusetts
$754K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$518K +$29.8K +2,957 +6%
ACP
14
Aviance Capital Partners
Florida
$483K +$242 +24 +0.1%
UBS Group
15
UBS Group
Switzerland
$475K -$43K -4,257 -8%
AG
16
Advisor Group
Arizona
$430K -$747 -74 -0.2%
Stifel Financial
17
Stifel Financial
Missouri
$386K +$65.4K +6,482 +20%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$372K – – –
Morgan Stanley
19
Morgan Stanley
New York
$352K +$81.5K +8,079 +30%
RJA
20
Raymond James & Associates
Florida
$344K -$20.5K -2,028 -6%
NL
21
NWAM LLC
Washington
$321K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$196K -$283K -28,031 -59%
GA
23
Greytown Advisors
Florida
$178K +$34.3K +3,400 +24%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$158K +$1.34K +133 +0.9%
PVWM
25
Point View Wealth Management
New Jersey
$156K – – –
1
2

MSD Hedge Fund Activity: Q3 2017 in Review

42 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q3 2017, worth a combined $65.7M — down 4.9% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MSD and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Saba Capital Management, adding an estimated $2.88M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.8M sold.

  • 42 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q3 2017, down from 44 in Q2 2017.
  • Funds reported $65.7M of Morgan Stanley Emerging Markets Debt Fund stock for Q3 2017, down 4.9% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q3 2017 and 4 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q3 2017 was Saba Capital Management, an estimated $2.88M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q3 2017 was Credit Suisse, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2017.