MORGAN STANLEY EMRG MRK DOM (EDD) Institutional Ownership Changes & 13F Activity
MORGAN STANLEY EMRG MRK DOM (EDD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Penderfund Capital Management Ltd., Morgan Stanley, Thomas J. Herzfeld Advisors, Inc., and Logan Stone Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +431,273 | +30.2% | 1,857,357 | $9.42M | Q1 2026 | Jul 08, 2026 |
| Newedge Advisors, Llc | Sell | -9,500 | -35.1% | 17,542 | $17.54K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Sell | -6,375 | -0.4% | 1,805,161 | $9.15M | Q1 2026 | May 18, 2026 |
| Penderfund Capital Management Ltd. | Buy | +400,000 | — | 400,000 | $2.03M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -385,545 | -12.6% | 2,683,395 | $13.60M | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, Llc | Buy | +134,012 | — | 134,012 | $679.44K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +68,078 | +3.1% | 2,245,480 | $11.38M | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +66,019 | — | 66,019 | $334.72K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +35,217 | +79.3% | 79,642 | $403.79K | Q1 2026 | May 15, 2026 |
| Ancora Advisors Llc | Buy | +30,000 | +85.1% | 65,254 | $330.84K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -27,408 | -34.5% | 52,064 | $263.96K | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Buy | +25,000 | — | 25,000 | $126.75K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +11,441 | — | 11,441 | $58.01K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +7,427 | +4.1% | 189,142 | $959.00K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +3,500 | +24.1% | 18,023 | $91.38K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +3,189 | +21.6% | 17,980 | $91.17K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,504 | — | 1,504 | $7.63K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +920 | +2.3% | 40,920 | $207.47K | Q1 2026 | May 15, 2026 |
| Bramshill Investments, Llc | Sell | -887 | -0.6% | 140,159 | $710.61K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +815 | — | 815 | $4.14K | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -741 | -0.4% | 196,236 | $994.92K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +61,805 | +9.0% | 747,465 | $3.79M | Q1 2026 | May 14, 2026 |
| Virtu Financial Llc | Buy | +50,928 | — | 50,928 | $258.00K | Q1 2026 | May 14, 2026 |
| Evergreen Capital Management Llc | Buy | +18,544 | +0.5% | 3,460,447 | $18.02M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,068 | +0.2% | 469,594 | $2.38M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +15,466 | +8.5% | 198,035 | $1.00M | Q1 2026 | May 13, 2026 |
| Choreo, Llc | Buy | +10,881 | +81.5% | 24,237 | $124.86K | Q1 2026 | May 13, 2026 |
| Blackrock, Inc. | Buy | +313 | — | 313 | $1.59K | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +135,399 | +11426.1% | 136,584 | $692.48K | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -78,717 | -69.9% | 33,975 | $172.25K | Q1 2026 | May 12, 2026 |
Frequently asked questions about EDD activity
Which institutional owners are buying EDD?
Institutional owners buying EDD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EDD activity?
"Buy" means an investor increased their reported position in EDD compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY EMRG MRK DOM (EDD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EDD increasing?
Institutional interest in EDD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EDD Institutional Insights
- EDD Overview
- EDD 13F Institutional Holders
- EDD Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- EDD Insider Trading & SEC Form 4 Activity
- EDD Articles
- Top Institutional Investor Stock Rankings