Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley Emerging Mkts (EDD)

73 + Investors. Track Smart Money conviction in EDD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — EDD

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EDD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
73 hedge funds hold EDD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 57% buying

40 buying30 selling
Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 15 → 22 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
42 out of 73 hedge funds have held EDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +17% but shares only +1% — price-driven

Value
+17%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +17%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

9 → 13 → 15 → 22 → 12 new funds/Q
New funds entering each quarter: 13 → 15 → 22 → 12. A growing number of institutions are discovering EDD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 10% 1-2yr ■ 29% new
Entry-cohort mix of 73 holders: 45 (62%) are 2+ year veterans, 7 entered 1–2 years ago, and 21 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
12 of 73 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EDD

In 2026 Q2, 40 hedge funds were net buyers of EDD (12 opened a new position, 28 added to an existing one), while 30 reduced or exited (15 trimmed, 15 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 39% of total institutional value in EDD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: EDD

How many hedge funds hold EDD — quarterly history vs. share price
Quarterly hedge fund ownership of EDD vs. share price

Market Analysis: EDD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EDD
73 + Investors

Track Smart Money conviction in EDD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 76 -3.95%
13F Shares 23M 23M 1.06%
Total Value $137M $117M 17.0%
New Positions 12 22 -10
Increased Positions 28 29 -1
Closed Positions 15 13 +2
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDD

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Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EDD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EDD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 3.00% 1,048,147 $5.4M
2 PenderFund Capital Management Ltd. 0.38% 504,800 $3.0M
3 Evergreen Capital Management LLC 0.38% 3,508,478 $21.5M
4 Alexander Randolph Advisory, Inc. 0.28% 57,370 $337K
5 Closed-End Fund Advisors, Inc. 0.27% 47,505 $279K
6 Kaizen Financial Strategies 0.22% 118,616 $686K
7 Burford Brothers, Inc. 0.11% 48,860 $287K
8 Papamarkou Wellner Asset Management inc. 0.08% 21,500 $126K
9 Bramshill Investments, LLC 0.06% 141,666 $833K
10 Beacon Pointe Advisors, LLC 0.06% 2,295,245 $13.5M
11 Pathstone Holdings, LLC 0.06% 3,566,538 $21.0M
12 E&G Advisors, LLC 0.05% 44,750 $263K
13 Noble Wealth Management PBC 0.04% 17,000 $100K
14 New England Private Wealth Advisors LLC 0.04% 61,781 $363K
15 Opinicus Capital, INC. 0.03% 10,301 $61K
16 Nations Financial Group Inc, /Ia/ /Adv 0.03% 104,250 $613K
17 Harbor Advisory Corp /Ma/ 0.02% 15,000 $88K
18 Pekin Hardy Strauss, Inc. 0.02% 38,715 $228K
19 Alpine Global Management, LLC 0.02% 16,083 $95K
20 McGowan Group Asset Management, Inc. 0.01% 20,451 $120K
21 Moors & Cabot, Inc. 0.01% 54,486 $320K
22 Fiera Capital Corp 0.01% 505,073 $3.0M
23 Two Sigma Securities, LLC 0.01% 17,215 $101K
24 Osbon Capital Management LLC 0.01% 1,709 $10K
25 Ancora Advisors LLC 0.01% 65,254 $384K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Morgan Stanley Emerging Mkts (EDD)

What does the Smart Money Trend signal show for EDD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EDD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EDD?

Slight buying edge — 57% buying: Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EDD holders?

Strong quality — 39% AUM from major funds: 12 of 73 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EDD?

58% of holders stayed for 2+ years: 42 out of 73 hedge funds have held EDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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