Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY EMKT DBT FD I (MSD)

54 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — MSD

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
54 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 — +42% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+42% 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.
🟢

More buyers than sellers — 68% buying

34 buying16 selling
Last quarter: 34 funds were net buyers (12 opened a brand new position + 22 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 5 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
28 out of 54 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.
📈

Growing discovery — still being found

6 → 9 → 5 → 9 → 12 new funds/Q
New funds entering each quarter: 9 → 5 → 9 → 12. A growing number of institutions are discovering MSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 19% 1-2yr ■ 26% new
Of 54 current holders: 30 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
11 of 54 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: MSD
2026 Q1 Stats Unlock in 18 days 54 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 54 46 17.39%
13F Shares 6M 5M 20.52%
Total Value $41M $34M 20.96%
New Positions 12 9 +3
Increased Positions 22 17 +5
Closed Positions 4 5 -1
Reduced Positions 12 11 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

54 + investors

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

Top 16 institutional holders of MSD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.23% 270,627 $2.1M
2 Everstar Asset Management, LLC 0.96% 256,538 $1.8M
3 Whipplewood Advisors, LLC 0.78% 214,786 $1.5M
4 Comprehensive Money Management Services LLC 0.40% 86,325 $606K
5 Wealthstar Advisors, LLC 0.27% 82,886 $582K
6 Quad-Cities Investment Group, LLC 0.07% 23,489 $165K
7 Harbour Capital Advisors, LLC 0.02% 16,818 $125K
8 Maridea Wealth Management LLC 0.01% 11,850 $83K
9 Dynamic Advisor Solutions LLC 0.01% 48,266 $339K
10 EVOLVE PRIVATE WEALTH, LLC 0.01% 13,937 $98K
11 Csenge Advisory Group 0.00% 13,487 $95K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 107,840 $757K
13 HIGHLINE WEALTH PARTNERS LLC 0.00% 500 $4K
14 Private Advisor Group, LLC 0.00% 12,651 $89K
15 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 338 $2K
16 FIFTH THIRD BANCORP 0.00% 4,000 $28K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 68% buying: Last quarter: 34 funds were net buyers (12 opened a brand new position + 22 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MSD holders?

Elite ownership — 40% AUM from top-100 funds: 11 of 54 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MSD?

52% of holders stayed for 2+ years: 28 out of 54 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.