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EMD

Western Asset Emerging Markets Debt Fund
EMD

100 hedge funds and large institutions have $346M invested in Western Asset Emerging Markets Debt Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

6% more capital invested

Capital invested by funds: $325M → $346M (+$21M)

6% more funds holding

Funds holding: 94 → 100 (+6)

2.61% more ownership

Funds ownership: 33.98% → 36.59% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
34
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.95M
2
Invesco
Invesco
Georgia
+$5.47M
3
BRWA
B. Riley Wealth Advisors
Florida
+$4.55M
4
PPA
Parametric Portfolio Associates
Washington
+$4.08M
5
Wells Fargo
Wells Fargo
California
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4.16M
2
RCM
Rivernorth Capital Management
Florida
-$2.07M
3
AAM
Advisors Asset Management
Colorado
-$1.54M
4
CRC
Curi RMB Capital
Illinois
-$1.29M
5
QFA
Quattro Financial Advisors
Texas
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.84M +$351K +22,691 +24%
FAAS
27
First Allied Advisory Services
California
$1.62M +$133K +8,579 +9%
RJA
28
Raymond James & Associates
Florida
$1.45M -$131K -8,437 -8%
GC
29
Guggenheim Capital
Illinois
$1.38M -$415K -26,826 -23%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.31M +$1.02M +66,178 +368%
6M
31
6 Meridian
Kansas
$1.26M +$1.26M +81,247 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$1.25M -$855K -55,274 -41%
LCM
33
Landscape Capital Management
New Jersey
$1.08M -$127K -8,174 -11%
NL
34
NWAM LLC
Washington
$1.05M – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.03M +$145K +9,366 +16%
KA
36
Kovack Advisors
Florida
$1.02M -$41.7K -2,692 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$974K -$88.5K -5,715 -8%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$929K +$13.8K +890 +2%
KA
39
Klingman & Associates
New York
$861K +$9.29K +600 +1%
N
40
Nuveen
North Carolina
$691K – – –
PCP
41
Proficio Capital Partners
Massachusetts
$680K -$28.6K -1,845 -4%
AGM
42
Alpine Global Management
New York
$653K +$650K +41,967 New
Creative Planning
43
Creative Planning
Kansas
$595K +$6.52K +421 +1%
DADC
44
D.A. Davidson & Co
Montana
$539K -$12.4K -800 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$538K +$157K +10,172 +42%
CL
46
CSS LLC
Illinois
$522K – – –
DHFB
47
Dixon Hubard Feinour & Brown
Virginia
$472K – – –
GAM
48
Gould Asset Management
California
$448K +$63.2K +4,085 +17%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$445K -$141K -9,100 -24%
ACP
50
Aviance Capital Partners
Florida
$445K -$29.2K -1,888 -6%
1
2
3 4 5

EMD Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2017, worth a combined $346M — up 6.5% from $325M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EMD positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.95M. The largest seller was Citigroup, cutting an estimated $4.16M.

  • 100 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $346M of Western Asset Emerging Markets Debt Fund stock for Q4 2017, up 6.5% quarter-over-quarter.
  • 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2017 and 12 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2017 was Morgan Stanley, an estimated $9.95M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2017 was Citigroup, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2017.