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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $321M invested in Western Asset Emerging Markets Debt Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $307M → $321M (+$14.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

1.79% less ownership

Funds ownership: 41.13%39.34% (-1.8%)

5% less funds holding

Funds holding: 10095 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
30
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$1.17M -$3.73M -276,272 -76%
AAM
27
Advisors Asset Management
Colorado
$1.08M -$399K -29,530 -27%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$982K +$767K +56,761 +373%
MC
29
Minot Capital
Colorado
$978K
LCM
30
Landscape Capital Management
New Jersey
$888K -$2.31M -171,022 -72%
KA
31
Kovack Advisors
Florida
$843K -$4.39K -325 -0.5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$775K +$140K +10,356 +22%
ACM
33
Arlington Capital Management
Illinois
$748K -$3.12K -231 -0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$727K +$116K +8,585 +19%
NL
35
NWAM LLC
Washington
$723K -$8.69K -643 -1%
BI
36
Bramshill Investments
Florida
$711K +$704K +52,094 New
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$649K +$43.3K +3,203 +7%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$561K +$82.6K +6,116 +17%
ACP
39
Aviance Capital Partners
Florida
$520K +$49.7K +3,675 +11%
DADC
40
D.A. Davidson & Co
Montana
$508K -$11.1K -822 -2%
GI
41
Glovista Investments
New Jersey
$491K +$486K +35,980 New
FM
42
Family Management
New York
$458K -$121K -8,926 -21%
CL
43
CSS LLC
Illinois
$458K
QCIG
44
Quad-Cities Investment Group
Iowa
$444K +$9.01K +667 +2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$431K +$149 +11 +0%
KA
46
Klingman & Associates
New York
$392K -$50K -3,700 -11%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$387K -$38.8K -2,873 -9%
CCP
48
Cardan Capital Partners
Colorado
$368K +$45.3K +3,356 +14%
CHAM
49
Clear Harbor Asset Management
Connecticut
$358K -$2.7K -200 -0.8%
PMAM
50
Penn Mutual Asset Management
Pennsylvania
$349K -$1.41M -104,199 -23%

EMD Hedge Fund Activity: Q1 2019 in Review

95 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2019, worth a combined $321M — up 4.7% from $307M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EMD and 14 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was UBS Group, adding an estimated $3.01M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.1M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2019, down from 100 in Q4 2018.
  • Funds reported $321M of Western Asset Emerging Markets Debt Fund stock for Q1 2019, up 4.7% quarter-over-quarter.
  • 14 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2019 and 19 closed out, a net change of -5 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2019 was UBS Group, an estimated $3.01M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.