We are live on ! Find out more
MSD

Morgan Stanley Emerging Markets Debt Fund

49 hedge funds and large institutions have $65.7M invested in Morgan Stanley Emerging Markets Debt Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4849 (+1)

1.66% more ownership

Funds ownership: 31.76%33.42% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $66.2M → $65.7M (-$441K)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.7M +$644K +66,544 +5%
SCM
2
Saba Capital Management
New York
$11.2M -$1.52M -156,869 -12%
SIA
3
Sit Investment Associates
Minnesota
$10.2M +$4.05M +418,981 +63%
RCM
4
Rivernorth Capital Management
Florida
$10M +$1.04M +107,981 +11%
KLI
5
Kelman-Lazarov Inc
Tennessee
$4.67M -$158K -16,340 -3%
PPA
6
Parametric Portfolio Associates
Washington
$3.19M +$9.18K +949 +0.3%
Invesco
7
Invesco
Georgia
$3.17M -$117K -12,080 -3%
QCIG
8
Quad-Cities Investment Group
Iowa
$997K +$1.02M +105,785 New
WMG
9
WESCAP Management Group
California
$940K -$853K -88,126 -47%
PCP
10
Proficio Capital Partners
Massachusetts
$685K +$8.66K +895 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$682K +$182K +18,763 +35%
AG
12
Advisor Group
Arizona
$659K +$58.7K +6,068 +9%
Bank of America
13
Bank of America
North Carolina
$603K -$66.5K -6,868 -10%
SFS
14
Shaker Financial Services
Virginia
$581K +$87.1K +9,000 +17%
Walleye Trading
15
Walleye Trading
New York
$538K +$554K +57,300 New
Morgan Stanley
16
Morgan Stanley
New York
$488K +$76.6K +7,911 +18%
NL
17
NWAM LLC
Washington
$299K
UBS Group
18
UBS Group
Switzerland
$295K -$178K -18,408 -37%
LCM
19
Landscape Capital Management
New Jersey
$258K +$110K +11,405 +71%
Stifel Financial
20
Stifel Financial
Missouri
$241K -$116K -11,936 -32%
DA
21
Doliver Advisors
Texas
$236K +$120K +12,375 +97%
CRC
22
Curi RMB Capital
Illinois
$213K +$220K +22,733 New
GA
23
Greytown Advisors
Florida
$166K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$150K +$1.23K +127 +0.8%
Ameriprise
25
Ameriprise
Minnesota
$140K +$4.36K +450 +3%

MSD Hedge Fund Activity: Q1 2018 in Review

49 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2018, worth a combined $65.7M — down 0.67% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MSD positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Saba Capital Management, cutting an estimated $1.52M.

  • 49 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2018, up from 48 in Q4 2017.
  • Funds reported $65.7M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2018, down 0.67% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2018 and 7 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2018 was Sit Investment Associates, an estimated $4.05M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2018 was Saba Capital Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2018.