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EMD

Western Asset Emerging Markets Debt Fund

91 hedge funds and large institutions have $206M invested in Western Asset Emerging Markets Debt Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

0.26% more ownership

Funds ownership: 38.86%39.12% (+0.26%)

5% less capital invested

Capital invested by funds: $216M → $206M (-$10.7M)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
30
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$694K -$78.8K -8,647 -10%
MC
27
Matisse Capital
Oregon
$690K -$742K -81,353 -50%
MA
28
Mutual Advisors
Nebraska
$681K +$227K +24,850 +46%
ACP
29
Aviance Capital Partners
Florida
$656K +$4.05K +444 +0.6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$605K -$2.98K -327 -0.5%
AC
31
Almitas Capital
California
$510K +$541K +59,346 New
WAM
32
Wolverine Asset Management
Illinois
$470K +$499K +54,742 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$430K -$45.6K -5,000 -9%
AWM
34
Axxcess Wealth Management
California
$402K +$427K +46,805 New
Mariner
35
Mariner
Kansas
$374K -$54.7K -5,996 -12%
SI
36
Stephens Inc
Arkansas
$367K +$17.6K +1,925 +5%
Walleye Capital
37
Walleye Capital
New York
$346K +$188K +20,638 +105%
LCM
38
Landscape Capital Management
New Jersey
$344K +$53.2K +5,834 +17%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$336K -$78.2K -8,577 -18%
AO
40
Advisor OS
Illinois
$326K
GAM
41
Gould Asset Management
California
$283K +$52.9K +5,800 +21%
PAS
42
Park Avenue Securities
New York
$258K -$8.63K -946 -3%
SFS
43
Sowell Financial Services
Arkansas
$243K
DADC
44
D.A. Davidson & Co
Montana
$210K -$8.66K -950 -4%
IAA
45
Ironsides Asset Advisors
North Carolina
$201K -$13.1K -1,436 -6%
Stifel Financial
46
Stifel Financial
Missouri
$201K +$11.6K +1,274 +6%
ECM
47
Evergreen Capital Management
Washington
$175K +$210 +23 +0.1%
SWM
48
Seed Wealth Management
Illinois
$171K
MOS
49
MGO One Seven
Ohio
$153K +$6.69K +734 +4%
ASN
50
Advisory Services Network
Georgia
$153K +$58.7K +6,442 +57%

EMD Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2023, worth a combined $206M — down 5% from $216M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EMD and 12 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $5.65M. The largest seller was Wells Fargo, cutting an estimated $2.88M.

  • 91 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $206M of Western Asset Emerging Markets Debt Fund stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2023 was Morgan Stanley, an estimated $5.65M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2023 was Wells Fargo, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2023.