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EMD

Western Asset Emerging Markets Debt Fund

88 hedge funds and large institutions have $272M invested in Western Asset Emerging Markets Debt Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $236M → $272M (+$36.2M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 36.89%36.64% (-0.25%)

5% less funds holding

Funds holding: 9388 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
26
6 Meridian
Kansas
$1.41M +$1.02M +88,842 +351%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.26M +$780K +67,859 +195%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.11M -$50K -4,353 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.04M +$52.8K +4,597 +6%
PAS
30
Park Avenue Securities
New York
$916K +$109K +9,465 +15%
LCM
31
Landscape Capital Management
New Jersey
$908K -$243K -21,121 -22%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$885K +$268K +23,341 +48%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$768K +$130K +11,270 +22%
SIC
34
Samalin Investment Counsel
New York
$641K -$29.6K -2,572 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$533K -$4.83K -420 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$519K -$10.9K -951 -2%
NL
37
NWAM LLC
Washington
$518K -$7.47K -650 -2%
ACP
38
Aviance Capital Partners
Florida
$512K +$102K +8,861 +27%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$479K +$204K +17,741 +84%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$444K +$307K +26,686 +286%
DADC
41
D.A. Davidson & Co
Montana
$432K
CL
42
CSS LLC
Illinois
$427K +$7.24K +630 +2%
OPS
43
Orion Portfolio Solutions
Nebraska
$414K +$46.9K +4,080 +14%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$396K -$28.7K -2,494 -7%
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$388K +$31K +2,700 +9%
QCIG
46
Quad-Cities Investment Group
Iowa
$349K -$65.1K -5,665 -17%
CHAM
47
Clear Harbor Asset Management
Connecticut
$319K
SI
48
Stephens Inc
Arkansas
$308K -$20.9K -1,818 -7%
SFS
49
Shaker Financial Services
Virginia
$294K +$119K +10,373 +77%
Citigroup
50
Citigroup
New York
$290K +$8.98K +781 +3%

EMD Hedge Fund Activity: Q2 2020 in Review

88 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2020, worth a combined $272M — up 15% from $236M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EMD and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Wells Fargo, adding an estimated $2.39M. The largest seller was Morgan Stanley, cutting an estimated $3.66M.

  • 88 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2020, down from 93 in Q1 2020.
  • Funds reported $272M of Western Asset Emerging Markets Debt Fund stock for Q2 2020, up 15% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2020 and 13 closed out, a net change of -5 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2020 was Wells Fargo, an estimated $2.39M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2020.