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EMD

Western Asset Emerging Markets Debt Fund
EMD

93 hedge funds and large institutions have $286M invested in Western Asset Emerging Markets Debt Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

2.71% more ownership

Funds ownership: 32.88% → 35.59% (+2.7%)

3% more capital invested

Capital invested by funds: $278M → $286M (+$8.04M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 95 → 93 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
36
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$29.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.93M
3
PCM
Penserra Capital Management
California
+$1.3M
4
MGAM
McGowan Group Asset Management
Texas
+$627K
5
SFS
Shaker Financial Services
Virginia
+$625K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$7.61M
2
RCM
Rivernorth Capital Management
Florida
-$2.31M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$1.77M
4
Bank of America
Bank of America
North Carolina
-$902K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$745K +$7.94K +588 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$744K -$10.4K -770 -1%
ACP
28
Aviance Capital Partners
Florida
$707K +$153K +11,346 +27%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$702K +$220K +16,300 +44%
OPS
30
Orion Portfolio Solutions
Nebraska
$700K -$32.3K -2,394 -4%
SFS
31
Shaker Financial Services
Virginia
$612K +$625K +46,268 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$604K -$6.95K -515 -1%
AO
33
Advisor OS
Illinois
$524K -$8.26K -612 -2%
DADC
34
D.A. Davidson & Co
Montana
$511K +$22.9K +1,700 +5%
SFS
35
Sowell Financial Services
Arkansas
$427K +$412K +30,504 +5,618%
SWM
36
Spire Wealth Management
Virginia
$423K +$432K +31,994 New
QCIG
37
Quad-Cities Investment Group
Iowa
$402K +$5.13K +380 +1%
CHAM
38
Clear Harbor Asset Management
Connecticut
$386K +$37.4K +2,767 +10%
NL
39
NWAM LLC
Washington
$379K -$156K -11,574 -29%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$363K -$184K -13,611 -33%
Citigroup
41
Citigroup
New York
$348K +$1.57K +116 +0.4%
GAM
42
Gould Asset Management
California
$327K -$22.9K -1,700 -6%
SI
43
Stephens Inc
Arkansas
$324K +$15.4K +1,141 +5%
HI
44
Harbour Investments
Wisconsin
$324K +$331K +24,537 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$312K -$819K -60,642 -72%
WIA
46
Wealthstreet Investment Advisors
Texas
$304K – – –
PAS
47
Park Avenue Securities
New York
$283K -$808K -59,822 -74%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$267K +$30.8K +2,278 +13%
PCM
49
Parsons Capital Management
Rhode Island
$261K +$266K +19,740 New
CL
50
CSS LLC
Illinois
$253K -$55.3K -4,100 -18%
1
2
3 4 5

EMD Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2021, worth a combined $286M — up 2.9% from $278M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EMD and 16 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 36 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $29.9M. The largest seller was Saba Capital Management, exiting entirely with an estimated $7.61M sold.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2021, down from 95 in Q4 2020.
  • Funds reported $286M of Western Asset Emerging Markets Debt Fund stock for Q1 2021, up 2.9% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $29.9M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2021 was Saba Capital Management, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2021.