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MSD

Morgan Stanley Emerging Markets Debt Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4649 (+3)

0.31% less ownership

Funds ownership: 28.2%27.89% (-0.31%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.7M -$277K -31,202 -2%
RCM
2
Rivernorth Capital Management
Florida
$8.1M -$2.69M -303,302 -25%
Invesco
3
Invesco
Georgia
$4.63M +$671K +75,699 +17%
PPA
4
Parametric Portfolio Associates
Washington
$3.82M +$485K +54,706 +15%
BFM
5
Boothbay Fund Management
New York
$3.6M
LPL Financial
6
LPL Financial
California
$2.55M +$2.51M +283,338 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.95M -$489K -55,205 -20%
SCM
8
Saba Capital Management
New York
$1.82M
AG
9
Advisor Group
Arizona
$1.22M +$113K +12,705 +10%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.15M +$99.7K +11,249 +10%
Morgan Stanley
11
Morgan Stanley
New York
$1.06M +$85.6K +9,654 +9%
KLI
12
Kelman-Lazarov Inc
Tennessee
$1M -$898K -101,257 -48%
LCM
13
Landscape Capital Management
New Jersey
$849K +$175K +19,790 +27%
Bank of America
14
Bank of America
North Carolina
$720K +$2.08K +234 +0.3%
BlackRock
15
BlackRock
New York
$569K -$75.9K -8,562 -12%
Stifel Financial
16
Stifel Financial
Missouri
$549K +$402K +45,320 +286%
CRC
17
Curi RMB Capital
Illinois
$456K -$290K -32,718 -39%
WAM
18
Wolverine Asset Management
Illinois
$448K +$442K +49,887 New
WMG
19
WESCAP Management Group
California
$437K -$26.6K -3,000 -6%
UBS Group
20
UBS Group
Switzerland
$398K -$121K -13,621 -23%
9WM
21
9258 Wealth Management
Ohio
$353K +$1.12K +126 +0.3%
6M
22
6 Meridian
Kansas
$336K +$331K +37,371 New
GA
23
Greytown Advisors
Florida
$324K +$46.1K +5,200 +17%
SKK
24
Shepherd Kaplan Krochuk
Massachusetts
$259K +$256K +28,860 New
Walleye Trading
25
Walleye Trading
New York
$242K +$25.7K +2,900 +12%

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.