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MSD

Morgan Stanley Emerging Markets Debt Fund

52 hedge funds and large institutions have $44.8M invested in Morgan Stanley Emerging Markets Debt Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2.29% more ownership

Funds ownership: 25.76%28.05% (+2.3%)

2% more funds holding

Funds holding: 5152 (+1)

14% less capital invested

Capital invested by funds: $52.2M → $44.8M (-$7.47M)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.2M +$2.12M +230,772 +15%
PPA
2
Parametric Portfolio Associates
Washington
$4.76M +$1.59M +172,747 +38%
Invesco
3
Invesco
Georgia
$4.64M +$184K +20,011 +3%
BFM
4
Boothbay Fund Management
New York
$3.06M
LPL Financial
5
LPL Financial
California
$2.36M -$16.3K -1,778 -0.6%
Stifel Financial
6
Stifel Financial
Missouri
$2.17M +$523K +56,918 +25%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.62M -$59.3K -6,451 -3%
SCM
8
Saba Capital Management
New York
$1.56M +$15K +1,630 +0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.36M +$1.63M +177,605 New
WMG
10
WESCAP Management Group
California
$1.14M +$1.09M +119,061 +403%
QCIG
11
Quad-Cities Investment Group
Iowa
$1.07M +$12.4K +1,345 +1%
LCM
12
Landscape Capital Management
New Jersey
$872K +$1.05M +113,979 New
AAM
13
Advisors Asset Management
Colorado
$804K +$166K +18,092 +21%
Bank of America
14
Bank of America
North Carolina
$594K +$106K +11,505 +17%
IWM
15
IHT Wealth Management
Illinois
$584K +$12.9K +1,400 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$444K +$534K +58,094 New
PAS
17
Park Avenue Securities
New York
$443K +$532K +57,912 New
UBS Group
18
UBS Group
Switzerland
$416K +$302K +32,901 +154%
GA
19
Greytown Advisors
Florida
$392K -$4.06K -442 -0.9%
Morgan Stanley
20
Morgan Stanley
New York
$282K -$136K -14,776 -29%
9WM
21
9258 Wealth Management
Ohio
$279K +$2.32K +252 +0.7%
6M
22
6 Meridian
Kansas
$267K +$321K +34,929 New
GC
23
Guggenheim Capital
Illinois
$229K -$9.7K -1,055 -3%
Goldman Sachs
24
Goldman Sachs
New York
$209K +$251K +27,288 New
CP
25
Camelot Portfolios
Ohio
$207K +$248K +27,000 New

MSD Hedge Fund Activity: Q1 2020 in Review

52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2020, worth a combined $44.8M — down 14% from $52.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MSD positions and 10 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.12M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.27M sold.

  • 52 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $44.8M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 13 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2020 and 10 closed out, a net change of +3 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2020 was Wells Fargo, an estimated $2.12M added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2020 was Rivernorth Capital Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2020.