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MSD

Morgan Stanley Emerging Markets Debt Fund

47 hedge funds and large institutions have $49.4M invested in Morgan Stanley Emerging Markets Debt Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.01% more ownership

Funds ownership: 37.67%37.68% (+0.01%)

2% less capital invested

Capital invested by funds: $50.2M → $49.4M (-$784K)

4% less funds holding

Funds holding: 4947 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.44M +$45.9K +6,849 +0.5%
SCM
2
Saba Capital Management
New York
$7.63M +$39.2K +5,847 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$5.41M -$11.5K -1,717 -0.2%
Wells Fargo
4
Wells Fargo
California
$3.47M -$45.4K -6,776 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.93M +$712K +106,342 +30%
Invesco
6
Invesco
Georgia
$2.71M -$329K -49,056 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.62M +$211K +31,497 +8%
BI
8
Bulldog Investors
New Jersey
$2.02M -$83.3K -12,439 -4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.85M +$37.7K +5,625 +2%
LPL Financial
10
LPL Financial
California
$1.53M -$3.56K -532 -0.2%
CAL
11
Capital Analysts LLC
Pennsylvania
$1.27M +$423K +63,076 +47%
Bank of America
12
Bank of America
North Carolina
$896K +$56.3K +8,400 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$816K -$88.6K -13,230 -9%
PAS
14
Park Avenue Securities
New York
$773K -$73.6K -10,993 -8%
MC
15
Matisse Capital
Oregon
$754K
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$752K -$11.1K -1,656 -1%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$724K -$14.5K -2,158 -2%
RRA
18
Round Rock Advisors
Connecticut
$577K -$25.9K -3,863 -4%
WAM
19
Wolverine Asset Management
Illinois
$472K +$202K +30,094 +70%
RCM
20
Rivernorth Capital Management
Florida
$460K -$1.29M -192,956 -73%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$401K -$22.3K -3,324 -5%
LSC
22
Logan Stone Capital
Illinois
$393K +$92.8K +13,851 +29%
RJA
23
Raymond James & Associates
Florida
$359K
QCIG
24
Quad-Cities Investment Group
Iowa
$283K +$744 +111 +0.3%
SWM
25
Seed Wealth Management
Illinois
$232K

MSD Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2023, worth a combined $49.4M — down 1.6% from $50.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MSD and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $712K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.29M.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $49.4M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2023, down 1.6% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2023 was Royal Bank of Canada, an estimated $712K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.