MSDL

Morgan Stanley Direct Lendin

-$102.0M

Net Activity

Institutions Holding

138

Popularity Rank

#3753

Avg Weight

0.17%

Total Value

$501.3M

Ownership Trend

138 institutions currently hold MSDL, with 74 net buyers and 62 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

62

Net Buying Institutions

74

Key Holders

View all 138 holding institutions

Quarterly Activity

Recent Activity

+$142.5M

Total Buy Value

$440.6M

Total Sell Value

New buy25
Trim42
Add49
Sold out20

74

Net Buyers

62

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

3

Filings (14d)

Data as of 2026-07-09
2026-07-09

Morgan Stanley Direct Lending Fund (MSDL) entered into a Fourth Supplemental Indenture on July 9, 2026, to issue $350 million of 6.100% notes due 2031. The notes are unsecured and rank equally with other unsecured debt. Net proceeds of about $341.6 million will be used to repay secured borrowings. The company also entered interest rate swaps that convert the fixed rate to a floating rate based on SOFR.

View Full Filing (SEC EDGAR)
2026-07-01

On June 29, 2026, Morgan Stanley Direct Lending Fund (MSDL) entered into an underwriting agreement with several banks to issue $350 million of 6.100% Notes due 2031. The offering was made under the company’s existing shelf registration and includes customary representations, indemnification, and other standard terms.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding MORGAN STANLEY DIRECT LENDIN (MSDL)?
Major stakeholders currently include Morgan Stanley ($221.6M), Generali Asset Management SPA SGR ($25.5M), UBS Group AG ($22.3M). Based on the latest 13F filings, there are a total of 138 tracked investment funds and institutions maintaining positions in MSDL.
What is the overall institutional sentiment toward MSDL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $102.0M, driven by 74 managers accumulating shares while 62 reduced their exposure.
Which institutions have been selling or reducing their MSDL positions?
In the latest period, 42 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $440.6M.
Are there any notable investors adding MSDL to their portfolios?
Yes, buying activity remains notable. 25 institutions opened new positions in {ticker}, and 49 existing holders added to their shares. The total reported buy value for the quarter amounted to $142.5M.

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