Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley Emkt Dbt Fd I (MSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — MSD

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added MSD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold MSD 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 — +48% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+48% 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.
🟡

Slight buying edge — 58% buying

34 buying25 selling
Last quarter: 34 funds bought or added vs 25 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.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 17% medium ■ 28% new
36 out of 65 hedge funds have held MSD 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.
➡️

Steady discovery — ~12 new funds/quarter

5 → 9 → 12 → 10 → 12 new funds/Q
New funds entering each quarter: 9 → 12 → 10 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 65 holders: 37 (57%) are 2+ year veterans, 10 entered 1–2 years ago, and 18 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
12 of 65 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — MSD

In 2026 Q2, 34 hedge funds were net buyers of MSD (12 opened a new position, 22 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in MSD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: MSD

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

Market Analysis: MSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSD

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: MSD
65 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 65 58 12.07%
13F Shares 7M 6M 7.3%
Total Value $49M $43M 12.1%
New Positions 12 10 +2
Increased Positions 22 25 -3
Closed Positions 5 7 -2
Reduced Positions 20 15 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSD

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Financial Highlights

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Institutional Holders (2026 Q2)

65 + investors

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

QUARTER:
Top 25 MSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.35% 312,755 $2.4M
2 Everstar Asset Management, LLC 1.05% 297,003 $2.2M
3 Shaker Financial Services, LLC 1.00% 428,074 $3.2M
4 Comprehensive Money Management Services LLC 0.44% 95,050 $694K
5 Smith Asset Management Co., LLC 0.41% 71,002 $518K
6 Whipplewood Advisors, LLC 0.34% 69,383 $506K
7 Hourglass Capital, LLC 0.23% 141,500 $1.0M
8 Wealthstar Advisors, LLC 0.19% 87,993 $642K
9 Quad-Cities Investment Group, LLC 0.06% 24,257 $177K
10 Bramshill Investments, LLC 0.05% 85,048 $621K
11 Landscape Capital Management, L.L.C. 0.04% 82,702 $604K
12 Logan Stone Capital, LLC 0.04% 24,223 $177K
13 Kovack Advisors, Inc. 0.03% 92,986 $677K
14 Pathstone Holdings, LLC 0.02% 1,045,009 $7.6M
15 Harbour Capital Advisors, LLC 0.02% 16,478 $120K
16 49 Wealth Management, LLC 0.02% 11,153 $81K
17 Noble Wealth Management PBC 0.02% 4,600 $34K
18 Dynamic Advisor Solutions LLC 0.01% 49,899 $364K
19 Valeo Financial Advisors, LLC 0.01% 58,055 $424K
20 Moneco Advisors, LLC 0.01% 14,544 $106K
21 IHT Wealth Management, LLC 0.01% 40,550 $296K
22 Smith, Moore & CO. 0.01% 13,000 $95K
23 Uhlmann Price Securities, LLC 0.01% 21,958 $160K
24 Osbon Capital Management LLC 0.01% 1,024 $7K
25 Evolve Private Wealth, LLC 0.01% 12,848 $96K
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 Emkt Dbt Fd I (MSD)

What does the Smart Money Trend signal show for MSD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MSD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MSD?

Slight buying edge — 58% buying: Last quarter: 34 funds bought or added vs 25 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 MSD holders?

Strong quality — 34% AUM from major funds: 12 of 65 holders rank in the top 100 by AUM, accounting for 34% 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 MSD?

55% of holders stayed for 2+ years: 36 out of 65 hedge funds have held MSD 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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