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MSD

Morgan Stanley Emerging Markets Debt Fund

47 hedge funds and large institutions have $43.9M invested in Morgan Stanley Emerging Markets Debt Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.4% less ownership

Funds ownership: 37.41%31.01% (-6.4%)

8% less funds holding

Funds holding: 5147 (-4)

11% less capital invested

Capital invested by funds: $49.4M → $43.9M (-$5.52M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
20
Closed
9
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
$9.11M
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.13M +$6.68M +1,026,094 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.78M +$509K +78,119 +13%
Wells Fargo
4
Wells Fargo
California
$3.57M -$288K -44,181 -8%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.54M +$531K +81,500 +19%
Invesco
6
Invesco
Georgia
$1.88M -$163K -25,075 -8%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.78M -$109K -16,800 -6%
Bank of America
8
Bank of America
North Carolina
$1.76M +$205K +31,559 +14%
LPL Financial
9
LPL Financial
California
$1.39M -$224K -34,466 -15%
BI
10
Bulldog Investors
New Jersey
$1.22M -$682K -104,762 -37%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$778K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$775K -$24.6K -3,771 -3%
PAS
13
Park Avenue Securities
New York
$717K -$22.1K -3,387 -3%
Morgan Stanley
14
Morgan Stanley
New York
$641K -$5.47M -840,094 -90%
WA
15
Wealthstar Advisors
Texas
$525K +$228K +34,979 +86%
CAL
16
Capital Analysts LLC
Pennsylvania
$525K -$376K -57,775 -43%
IWM
17
IHT Wealth Management
Illinois
$333K
RRA
18
Round Rock Advisors
Connecticut
$305K -$209K -32,152 -42%
RJA
19
Raymond James & Associates
Florida
$293K -$88.7K -13,619 -24%
QCIG
20
Quad-Cities Investment Group
Iowa
$281K -$2.65K -407 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$237K -$37.3K -5,731 -14%
EWA
22
Emergent Wealth Advisors
New York
$210K +$197K +30,200 New
GA
23
Greytown Advisors
Florida
$191K
SWM
24
Seed Wealth Management
Illinois
$168K -$13K -2,000 -8%
Ameriprise
25
Ameriprise
Minnesota
$160K +$2.02K +311 +2%

MSD Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q4 2023, worth a combined $43.9M — down 11% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MSD and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Osaic Holdings, adding an estimated $531K. The largest seller was Saba Capital Management, exiting entirely with an estimated $5.93M sold.

  • 47 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q4 2023, down from 51 in Q3 2023.
  • Funds reported $43.9M of Morgan Stanley Emerging Markets Debt Fund stock for Q4 2023, down 11% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q4 2023 and 9 closed out, a net change of -3 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q4 2023 was Osaic Holdings, an estimated $531K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q4 2023 was Saba Capital Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2023.