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EMD

Western Asset Emerging Markets Debt Fund

96 hedge funds and large institutions have $297M invested in Western Asset Emerging Markets Debt Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 9396 (+3)

4% more capital invested

Capital invested by funds: $286M → $297M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.64% less ownership

Funds ownership: 35.59%34.95% (-0.64%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$947K +$932K +67,613 New
ACP
27
Aviance Capital Partners
Florida
$868K +$117K +8,468 +16%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$825K +$79.5K +5,768 +11%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$789K +$1.17K +85 +0.2%
SIC
30
Samalin Investment Counsel
New York
$772K -$17.6K -1,274 -2%
OPS
31
Orion Portfolio Solutions
Nebraska
$716K -$25.1K -1,818 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$672K +$30.7K +2,223 +5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$670K -$1.07M -77,712 -62%
AO
34
Advisor OS
Illinois
$555K
DADC
35
D.A. Davidson & Co
Montana
$541K
SWM
36
Spire Wealth Management
Virginia
$454K +$5.56K +403 +1%
PCM
37
Parsons Capital Management
Rhode Island
$454K +$175K +12,700 +64%
SFS
38
Sowell Financial Services
Arkansas
$442K +$6.81K +494 +2%
QCIG
39
Quad-Cities Investment Group
Iowa
$411K -$15.2K -1,105 -4%
SFS
40
Shaker Financial Services
Virginia
$371K -$273K -19,791 -43%
GAM
41
Gould Asset Management
California
$347K
CHAM
42
Clear Harbor Asset Management
Connecticut
$346K -$62.8K -4,553 -16%
Citigroup
43
Citigroup
New York
$344K -$24.1K -1,750 -7%
HI
44
Harbour Investments
Wisconsin
$340K -$3.67K -266 -1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$325K -$58.2K -4,220 -15%
SI
46
Stephens Inc
Arkansas
$325K -$17.2K -1,247 -5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$302K -$27.3K -1,981 -8%
PAS
48
Park Avenue Securities
New York
$285K -$14.6K -1,060 -5%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$280K +$91.5K +6,634 +50%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$259K -$24.6K -1,781 -9%

EMD Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2021, worth a combined $297M — up 3.9% from $286M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMD positions and 9 closed out — a net gain of 3 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.84M.

  • 96 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $297M of Western Asset Emerging Markets Debt Fund stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $3.74M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.