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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $216M invested in Western Asset Emerging Markets Debt Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $184M → $216M (+$32.4M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

1.02% more ownership

Funds ownership: 37.83%38.86% (+1%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$832K +$66.3K +7,740 +9%
SIC
27
Samalin Investment Counsel
New York
$814K +$104K +12,113 +16%
HighTower Advisors
28
HighTower Advisors
Illinois
$702K +$532K +62,155 +414%
ACP
29
Aviance Capital Partners
Florida
$691K -$15K -1,758 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$645K +$106K +12,347 +21%
WAM
31
Weiss Asset Management
Massachusetts
$580K +$545K +63,678 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$502K
MA
33
Mutual Advisors
Nebraska
$496K +$136K +15,916 +41%
ICA
34
Infrastructure Capital Advisors
New York
$469K -$325K -38,027 -42%
Mariner
35
Mariner
Kansas
$451K +$24.4K +2,845 +6%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$433K +$45.9K +5,366 +13%
SFS
37
Shaker Financial Services
Virginia
$377K +$354K +41,384 New
SI
38
Stephens Inc
Arkansas
$372K +$11.1K +1,300 +3%
AO
39
Advisor OS
Illinois
$345K -$7.39K -863 -2%
LCM
40
Landscape Capital Management
New Jersey
$312K +$12.4K +1,443 +4%
PAS
41
Park Avenue Securities
New York
$282K +$11.1K +1,294 +4%
QC
42
Quantedge Capital
Singapore
$264K -$490K -57,299 -66%
SFS
43
Sowell Financial Services
Arkansas
$258K -$18K -2,100 -7%
GAM
44
Gould Asset Management
California
$247K -$101K -11,755 -30%
First Trust Advisors
45
First Trust Advisors
Illinois
$232K -$200K -23,375 -48%
DADC
46
D.A. Davidson & Co
Montana
$231K -$97.9K -11,442 -31%
IAA
47
Ironsides Asset Advisors
North Carolina
$226K +$2.17K +253 +1%
Stifel Financial
48
Stifel Financial
Missouri
$201K -$2.62K -306 -1%
ECM
49
Evergreen Capital Management
Washington
$184K -$150K -17,576 -47%
SWM
50
Seed Wealth Management
Illinois
$181K +$170K +19,900 New

EMD Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2022, worth a combined $216M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 10 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 $5.29M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $216M of Western Asset Emerging Markets Debt Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.29M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.