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EMD

Western Asset Emerging Markets Debt Fund
EMD

94 hedge funds and large institutions have $325M invested in Western Asset Emerging Markets Debt Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 93 → 94 (+1)

1% more capital invested

Capital invested by funds: $321M → $325M (+$4.1M)

0.08% more ownership

Funds ownership: 33.9% → 33.98% (+0.08%)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
40
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.94M
2
UBS Group
UBS Group
Switzerland
+$3.32M
3
CRC
Curi RMB Capital
Illinois
+$2.93M
4
MC
Matisse Capital
Oregon
+$2.68M
5
BI
Bramshill Investments
Florida
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$17.9M
2
AAM
Advisors Asset Management
Colorado
-$1.39M
3
Citigroup
Citigroup
New York
-$1.06M
4
KPF
K2 Principal Fund
Ontario, Canada
-$1.02M
5
WS
Wedbush Securities
California
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.6M +$358K +22,893 +29%
BCI
27
Brinker Capital Investments
Pennsylvania
$1.51M +$197K +12,614 +15%
FAAS
28
First Allied Advisory Services
California
$1.5M +$93.6K +5,989 +7%
QFA
29
Quattro Financial Advisors
Texas
$1.25M +$1.25M +79,912 New
LCM
30
Landscape Capital Management
New Jersey
$1.22M +$567K +36,295 +88%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.07M +$14.2K +908 +1%
KA
32
Kovack Advisors
Florida
$1.07M +$220K +14,080 +26%
NL
33
NWAM LLC
Washington
$1.06M +$51.6K +3,300 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$926K -$93K -5,952 -9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$899K +$56.5K +3,614 +7%
SFS
36
Shaker Financial Services
Virginia
$865K +$677K +43,340 +374%
KA
37
Klingman & Associates
New York
$862K +$719 +46 +0.1%
VF
38
Virtu Financial
New York
$808K +$802K +51,322 New
PCP
39
Proficio Capital Partners
Massachusetts
$717K – – –
N
40
Nuveen
North Carolina
$699K -$62.5K -4,000 -8%
WS
41
Wedbush Securities
California
$667K -$968K -61,950 -59%
Creative Planning
42
Creative Planning
Kansas
$595K -$138K -8,800 -19%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$592K +$112K +7,157 +23%
DADC
44
D.A. Davidson & Co
Montana
$557K – – –
CL
45
CSS LLC
Illinois
$528K +$3.27K +209 +0.6%
BRWA
46
B. Riley Wealth Advisors
Florida
$502K +$499K +31,923 New
ACP
47
Aviance Capital Partners
Florida
$480K +$6.22K +398 +1%
DHFB
48
Dixon Hubard Feinour & Brown
Virginia
$477K – – –
AWA
49
Arete Wealth Advisors
Illinois
$443K -$6.67K -427 -1%
Millennium Management
50
Millennium Management
New York
$443K +$112K +7,153 +34%
1
2
3 4 5

EMD Hedge Fund Activity: Q3 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2017, worth a combined $325M — up 1.3% from $321M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EMD positions and 12 closed out — a net gain of 2 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.94M. The largest seller was Saba Capital Management, cutting an estimated $17.9M.

  • 94 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2017, up from 93 in Q2 2017.
  • Funds reported $325M of Western Asset Emerging Markets Debt Fund stock for Q3 2017, up 1.3% quarter-over-quarter.
  • 14 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2017 and 12 closed out, a net change of +2 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2017 was Morgan Stanley, an estimated $5.94M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2017 was Saba Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2017.