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MSD

Morgan Stanley Emerging Markets Debt Fund

39 hedge funds and large institutions have $36.9M invested in Morgan Stanley Emerging Markets Debt Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 31.01%25.04% (-6%)

16% less capital invested

Capital invested by funds: $43.9M → $36.9M (-$7.04M)

17% less funds holding

Funds holding: 4739 (-8)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.16M -$256K -36,039 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.28M +$300K +42,257 +6%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.81M -$5.57M -784,245 -60%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.7M +$19.8K +2,785 +0.5%
Wells Fargo
5
Wells Fargo
California
$3.7M -$10.7K -1,503 -0.3%
Invesco
6
Invesco
Georgia
$2.17M +$212K +29,834 +11%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.83M -$22.7K -3,193 -1%
Bank of America
8
Bank of America
North Carolina
$1.82M -$5.48K -771 -0.3%
LPL Financial
9
LPL Financial
California
$1.63M +$182K +25,625 +13%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$810K +$561 +79 +0.1%
WA
11
Wealthstar Advisors
Texas
$555K +$8.26K +1,163 +2%
CAL
12
Capital Analysts LLC
Pennsylvania
$532K -$13.9K -1,960 -3%
SA
13
SFI Advisors
New Jersey
$357K +$350K +49,337 New
IWM
14
IHT Wealth Management
Illinois
$346K
Morgan Stanley
15
Morgan Stanley
New York
$333K -$327K -46,075 -50%
RJA
16
Raymond James & Associates
Florida
$305K
RRA
17
Round Rock Advisors
Connecticut
$263K -$53.2K -7,495 -17%
QCIG
18
Quad-Cities Investment Group
Iowa
$258K -$31.4K -4,419 -11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$243K -$4.15K -584 -2%
Ameriprise
20
Ameriprise
Minnesota
$206K +$53.2K +7,491 +36%
GA
21
Greytown Advisors
Florida
$184K -$13.9K -1,959 -7%
HCA
22
Harbour Capital Advisors
Virginia
$153K +$5.33K +750 +4%
UBS Group
23
UBS Group
Switzerland
$139K -$2.16K -304 -2%
IFG
24
Independent Financial Group
California
$115K +$1.95K +275 +2%
SWM
25
Seed Wealth Management
Illinois
$105K -$67.7K -9,526 -40%

MSD Hedge Fund Activity: Q1 2024 in Review

39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q1 2024, worth a combined $36.9M — down 16% from $43.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MSD and 3 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was SFI Advisors, opening a new position worth an estimated $350K. The largest seller was Allspring Global Investments, cutting an estimated $5.57M.

  • 39 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $36.9M of Morgan Stanley Emerging Markets Debt Fund stock for Q1 2024, down 16% quarter-over-quarter.
  • 3 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q1 2024 and 11 closed out, a net change of -8 holders.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q1 2024 was SFI Advisors, an estimated $350K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q1 2024 was Allspring Global Investments, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2024.