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EMD

Western Asset Emerging Markets
EMD

Delisted

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

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59 hedge funds and large institutions have $75.5M invested in Western Asset Emerging Markets in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

28% more funds holding

Funds holding: 46 → 59 (+13)

8% more capital invested

Capital invested by funds: $69.7M → $75.5M (+$5.85M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
17
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$12.7M
2
RCM
Rivernorth Capital Management
Florida
+$4.92M
3
TFMS
Trust & Fiduciary Management Services
Massachusetts
+$1.57M
4
Wells Fargo
Wells Fargo
California
+$1.41M
5
PP
Paloma Partners
Connecticut
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16M
2
AAM
Advisors Asset Management
Colorado
-$830K
3
U
UBS
Switzerland
-$656K
4
Invesco
Invesco
Georgia
-$554K
5
Bank of America
Bank of America
North Carolina
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$409K +$274K +22,639 +190%
TC
27
TFS Capital
Pennsylvania
$356K +$364K +30,065 New
Ameriprise
28
Ameriprise
Minnesota
$352K +$99.2K +8,187 +37%
Goldman Sachs
29
Goldman Sachs
New York
$342K -$35.9K -2,963 -9%
MWM
30
Merriman Wealth Management
Washington
$317K +$325K +26,800 New
LCM
31
Landscape Capital Management
New Jersey
$299K +$306K +25,221 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$269K +$275K +22,708 New
Verition Fund Management
33
Verition Fund Management
Connecticut
$228K +$234K +19,266 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$220K +$225K +18,596 New
KFS
35
KMS Financial Services
Washington
$198K -$58.5K -4,825 -22%
FAAS
36
First Allied Advisory Services
California
$196K -$230K -18,956 -53%
CAS
37
CTC Alternative Strategies
Illinois
$190K +$195K +16,060 New
AAM
38
Advisors Asset Management
Colorado
$181K -$830K -68,506 -82%
OC
39
Oppenheimer & Co
New York
$174K -$25.8K -2,130 -13%
NPC
40
National Planning Corporation
California
$160K +$6.06K +500 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$140K -$67.3K -5,556 -32%
Creative Planning
42
Creative Planning
Kansas
$132K +$5.88K +485 +5%
DC
43
Davenport & Co
Virginia
$130K -$136K -11,200 -51%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$117K – – –
BCM
45
Blume Capital Management
California
$110K +$113K +9,320 New
WTC
46
WhitTier Trust Company
Nevada
$79K -$72.7K -6,000 -47%
JIC
47
Joel Isaacson & Co
New York
$59K – – –
1IC
48
1919 Investment Counsel
Maryland
$53K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
Citigroup
50
Citigroup
New York
$39K +$25.9K +2,140 +192%
1
2
3

EMD Hedge Fund Activity: Q4 2013 in Review

59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets (EMD) for Q4 2013, worth a combined $75.5M — up 8.4% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EMD positions and 5 closed out — a net gain of 14 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $16M.

  • 59 institutional investors held Western Asset Emerging Markets (EMD) as of Q4 2013, up from 46 in Q3 2013.
  • Funds reported $75.5M of Western Asset Emerging Markets stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 19 funds opened new Western Asset Emerging Markets positions in Q4 2013 and 5 closed out, a net change of +14 holders.
  • The largest Western Asset Emerging Markets buyer in Q4 2013 was Saba Capital Management, an estimated $12.7M added.
  • The largest Western Asset Emerging Markets seller in Q4 2013 was Morgan Stanley, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2013.