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EMD

Western Asset Emerging Markets
EMD

Delisted

EMD was delisted on the 16th of December, 2016.

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46 hedge funds and large institutions have $69.7M invested in Western Asset Emerging Markets in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 43 → 46 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

4% more capital invested

Capital invested by funds: $67.2M → $69.7M (+$2.47M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$4.29M
2
PPA
Parametric Portfolio Associates
Washington
+$1.28M
3
Invesco
Invesco
Georgia
+$1.16M
4
RCM
Rivernorth Capital Management
Florida
+$631K
5
WAM
Wolverine Asset Management
Illinois
+$532K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
2
Barclays
Barclays
United Kingdom
-$891K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$748K
4
GC
Guggenheim Capital
Illinois
-$736K
5
AAM
Advisors Asset Management
Colorado
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$211K -$3.56K -285 -2%
BA
27
Boston Advisors
Massachusetts
$166K -$66.2K -5,300 -29%
NPC
28
National Planning Corporation
California
$164K +$162K +12,995 New
WTC
29
WhitTier Trust Company
Nevada
$160K – – –
SFS
30
Shaker Financial Services
Virginia
$149K -$14.7K -1,179 -9%
Creative Planning
31
Creative Planning
Kansas
$134K +$6.53K +523 +5%
CAN
32
Cetera Advisor Networks
California
$130K -$3.75K -300 -3%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$124K – – –
PFO
34
Pathstone Family Office
New Jersey
$80K +$79.5K +6,366 New
JIC
35
Joel Isaacson & Co
New York
$63K – – –
1IC
36
1919 Investment Counsel
Maryland
$56K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$54K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$40K +$20K +1,600 +100%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$31K -$27.5K -2,200 -47%
AIG
40
American International Group
New York
$27.2K +$20K +1,600 +281%
AFC
41
AFT Forsyth & Company
Florida
$25K – – –
MFS
42
MSI Financial Services
Massachusetts
$15K +$5K +400 +52%
Citigroup
43
Citigroup
New York
$14K -$23.4K -1,871 -63%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$4K – – –
US Bancorp
45
US Bancorp
Minnesota
$4K – – –
EWM
46
Edge Wealth Management
New York
$1K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$748K -56,441 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$152K -11,500 Closed
RJT
49
Raymond James Trust
Florida
– -$133K -10,000 Closed
TRCT
50
Tower Research Capital (TRC)
New York
– -$19K -1,465 Closed
1
2
3

EMD Hedge Fund Activity: Q3 2013 in Review

46 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets (EMD) for Q3 2013, worth a combined $69.7M — up 3.7% from $67.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMD positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4.29M. The largest seller was Royal Bank of Canada, cutting an estimated $1.12M.

  • 46 institutional investors held Western Asset Emerging Markets (EMD) as of Q3 2013, up from 43 in Q2 2013.
  • Funds reported $69.7M of Western Asset Emerging Markets stock for Q3 2013, up 3.7% quarter-over-quarter.
  • 9 funds opened new Western Asset Emerging Markets positions in Q3 2013 and 6 closed out, a net change of +3 holders.
  • The largest Western Asset Emerging Markets buyer in Q3 2013 was Saba Capital Management, an estimated $4.29M added.
  • The largest Western Asset Emerging Markets seller in Q3 2013 was Royal Bank of Canada, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2013.