Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY EMERGING MKTS COM (EDD)

62 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — EDD

Based on 62 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 EDD 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
62 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

36 buying24 selling
Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 24 were sellers (14 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 13% medium ■ 27% new
37 out of 62 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.
📈

Growing discovery — still being found

10 → 8 → 9 → 12 → 14 new funds/Q
New funds entering each quarter: 8 → 9 → 12 → 14. A growing number of institutions are discovering EDD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 13% 1-2yr ■ 31% new
Of 62 current holders: 35 (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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 62 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: 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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EDD
2026 Q1 Stats Unlock in 10 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 58 6.9%
13F Shares 22M 24M -7.71%
Total Value $119M $128M -6.83%
New Positions 14 12 +2
Increased Positions 22 20 +2
Closed Positions 10 8 +2
Reduced Positions 14 17 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDD

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

62 + investors

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

Top 25 institutional holders of EDD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 2.88% 958,773 $4.9M
2 Alexander Randolph Advisory, Inc. 0.87% 199,393 $1.0M
3 Kaizen Financial Strategies 0.29% 121,694 $688K
4 Burford Brothers, Inc. 0.10% 48,860 $248K
5 E&G Advisors, LP 0.05% 44,750 $227K
6 OPINICUS CAPITAL, INC. 0.04% 10,053 $51K
7 New England Private Wealth Advisors LLC 0.04% 60,287 $306K
8 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% 93,815 $476K
9 HARBOR ADVISORY CORP /MA/ 0.02% 15,000 $76K
10 Pekin Hardy Strauss, Inc. 0.02% 38,115 $193K
11 Moors & Cabot, Inc. 0.01% 59,807 $303K
12 NWAM LLC 0.01% 40,713 $206K
13 UHLMANN PRICE SECURITIES, LLC 0.01% 34,228 $174K
14 Ignite Planners, LLC 0.01% 10,508 $53K
15 WOLVERINE ASSET MANAGEMENT LLC 0.01% 144,744 $734K
16 Noble Wealth Management PBC 0.01% 2,500 $13K
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 87,568 $444K
18 Private Advisor Group, LLC 0.01% 226,549 $1.1M
19 PFG Investments, LLC 0.01% 22,000 $112K
20 Capital Investment Advisors, LLC 0.00% 52,467 $266K
21 WPG Advisers, LLC 0.00% 864 $4K
22 Joel Isaacson & Co., LLC 0.00% 10,000 $51K
23 HighTower Advisors, LLC 0.00% 250,455 $1.3M
24 Stratos Wealth Partners, LTD. 0.00% 18,019 $91K
25 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% 16,214 $82K
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 COM (EDD)

What does the Smart Money Trend signal show for EDD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EDD 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 EDD?

More buyers than sellers — 60% buying: Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 24 were sellers (14 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDD holders?

Strong quality — 37% AUM from major funds: 9 of 62 holders rank in the top 100 by AUM, accounting for 37% 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?

60% of holders stayed for 2+ years: 37 out of 62 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.