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MSD

Morgan Stanley Emerging Markets Debt Fund

40 hedge funds and large institutions have $34M invested in Morgan Stanley Emerging Markets Debt Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3940 (+1)

2.08% less ownership

Funds ownership: 25.04%22.96% (-2.1%)

8% less capital invested

Capital invested by funds: $36.9M → $34M (-$2.84M)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$6.16M -$1.08M -150,246 -15%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.32M -$31.2K -4,339 -0.6%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.16M +$391K +54,458 +11%
Wells Fargo
4
Wells Fargo
California
$3.68M -$74.4K -10,363 -2%
Invesco
5
Invesco
Georgia
$2.58M +$370K +51,578 +17%
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.77M -$90.2K -12,562 -5%
LPL Financial
7
LPL Financial
California
$1.6M -$51.9K -7,229 -3%
Bank of America
8
Bank of America
North Carolina
$1.6M -$248K -34,523 -14%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.46M -$2.36M -328,081 -62%
Morgan Stanley
10
Morgan Stanley
New York
$981K +$629K +87,621 +190%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$822K
CAL
12
Capital Analysts LLC
Pennsylvania
$511K -$28.3K -3,936 -5%
IWM
13
IHT Wealth Management
Illinois
$352K
RJA
14
Raymond James & Associates
Florida
$310K
Ameriprise
15
Ameriprise
Minnesota
$296K +$85.5K +11,905 +42%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$231K -$15.6K -2,171 -6%
KA
17
Kovack Advisors
Florida
$219K +$214K +29,807 New
QCIG
18
Quad-Cities Investment Group
Iowa
$216K -$44.7K -6,220 -17%
GA
19
Greytown Advisors
Florida
$187K
RRA
20
Round Rock Advisors
Connecticut
$155K -$109K -15,228 -42%
HCA
21
Harbour Capital Advisors
Virginia
$153K -$3.34K -465 -2%
CFB
22
Cullen/Frost Bankers
Texas
$147K +$57.5K +8,000 +67%
SA
23
Sanctuary Advisors
Indiana
$137K +$141K +19,620 New
DAS
24
Dynamic Advisor Solutions
Arizona
$126K +$22K +3,058 +22%
IFG
25
Independent Financial Group
California
$119K +$2.08K +289 +2%

MSD Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Emerging Markets Debt Fund (MSD) for Q2 2024, worth a combined $34M — down 7.7% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MSD positions and 8 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $629K. The largest seller was Allspring Global Investments, cutting an estimated $2.36M.

  • 40 institutional investors held Morgan Stanley Emerging Markets Debt Fund (MSD) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $34M of Morgan Stanley Emerging Markets Debt Fund stock for Q2 2024, down 7.7% quarter-over-quarter.
  • 9 funds opened new Morgan Stanley Emerging Markets Debt Fund positions in Q2 2024 and 8 closed out, a net change of +1 holder.
  • The largest Morgan Stanley Emerging Markets Debt Fund buyer in Q2 2024 was Morgan Stanley, an estimated $629K added.
  • The largest Morgan Stanley Emerging Markets Debt Fund seller in Q2 2024 was Allspring Global Investments, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2024.