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EMD

Western Asset Emerging Markets

Delisted

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

49 hedge funds and large institutions have $96.2M invested in Western Asset Emerging Markets in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

1% less capital invested

Capital invested by funds: $96.9M → $96.2M (-$737K)

2% less funds holding

Funds holding: 5049 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$24.5M +$604K +57,536 +3%
RCM
2
Rivernorth Capital Management
Florida
$15.5M +$4.87M +464,190 +48%
Morgan Stanley
3
Morgan Stanley
New York
$9.79M -$832K -79,295 -8%
1CP
4
1607 Capital Partners
Virginia
$6.83M -$50.4K -4,800 -0.8%
AAM
5
Advisors Asset Management
Colorado
$4.67M -$1.91M -182,140 -30%
Invesco
6
Invesco
Georgia
$4.41M +$12.7K +1,208 +0.3%
SIA
7
Sit Investment Associates
Minnesota
$3.66M +$1.63M +155,698 +86%
Wells Fargo
8
Wells Fargo
California
$3.53M -$38.9K -3,711 -1%
Bank of America
9
Bank of America
North Carolina
$3.41M +$1.64M +156,675 +99%
LCM
10
Landscape Capital Management
New Jersey
$3.36M +$1.24M +117,832 +61%
MC
11
Matisse Capital
Oregon
$2.23M -$4.22M -402,712 -66%
Citigroup
12
Citigroup
New York
$2.21M -$93.1K -8,876 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.77M
N
14
Nuveen
North Carolina
$1.63M
UBS Group
15
UBS Group
Switzerland
$1.19M -$554K -52,825 -33%
AF
16
Aldebaran Financial
$1.02M +$9.89K +943 +1%
CRC
17
Curi RMB Capital
Illinois
$997K +$965K +91,985 New
LCM
18
Laurion Capital Management
New York
$876K +$847K +80,767 New
MM
19
Midas Management
New York
$732K
RCM
20
Robinson Capital Management
Michigan
$655K +$161K +15,349 +34%
Ameriprise
21
Ameriprise
Minnesota
$586K +$45.8K +4,368 +9%
GC
22
Guggenheim Capital
Illinois
$430K +$111K +10,560 +36%
CHAM
23
Clear Harbor Asset Management
Connecticut
$311K +$13K +1,235 +4%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$214K +$1.24K +118 +0.6%
OC
25
Oppenheimer & Co
New York
$205K +$1.81K +173 +0.9%

EMD Hedge Fund Activity: Q2 2016 in Review

49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets (EMD) for Q2 2016, worth a combined $96.2M — down 0.76% from $96.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EMD and 8 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.87M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $12.4M sold.

  • 49 institutional investors held Western Asset Emerging Markets (EMD) as of Q2 2016, down from 50 in Q1 2016.
  • Funds reported $96.2M of Western Asset Emerging Markets stock for Q2 2016, down 0.76% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets positions in Q2 2016 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Emerging Markets buyer in Q2 2016 was Rivernorth Capital Management, an estimated $4.87M added.
  • The largest Western Asset Emerging Markets seller in Q2 2016 was Parametric Portfolio Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2016.