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EMD

Western Asset Emerging Markets Debt Fund

87 hedge funds and large institutions have $211M invested in Western Asset Emerging Markets Debt Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $206M → $211M (+$5.57M)

0.91% more ownership

Funds ownership: 39.12%40.03% (+0.91%)

4% less funds holding

Funds holding: 9187 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$739K +$268K +30,952 +57%
MA
27
Mutual Advisors
Nebraska
$706K +$22.6K +2,612 +3%
CP
28
Camelot Portfolios
Ohio
$698K -$1.77K -204 -0.3%
MC
29
Matisse Capital
Oregon
$693K
ACP
30
Aviance Capital Partners
Florida
$645K -$13.2K -1,528 -2%
SIC
31
Samalin Investment Counsel
New York
$598K -$98.7K -11,388 -14%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$594K -$13K -1,505 -2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$432K
AWM
34
Axxcess Wealth Management
California
$416K +$13.1K +1,507 +3%
SI
35
Stephens Inc
Arkansas
$394K +$26K +3,000 +7%
Stifel Financial
36
Stifel Financial
Missouri
$394K +$194K +22,371 +96%
Mariner
37
Mariner
Kansas
$379K +$3.81K +440 +1%
AO
38
Advisor OS
Illinois
$327K
LCM
39
Landscape Capital Management
New Jersey
$324K -$22.1K -2,544 -6%
GAM
40
Gould Asset Management
California
$284K
PAS
41
Park Avenue Securities
New York
$266K +$6.92K +798 +3%
SFS
42
Sowell Financial Services
Arkansas
$246K
IC
43
IEQ Capital
California
$206K +$207K +23,923 New
IAA
44
Ironsides Asset Advisors
North Carolina
$198K -$1.95K -225 -1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$186K +$7.54K +870 +4%
ECM
46
Evergreen Capital Management
Washington
$176K +$199 +23 +0.1%
WS
47
Wedbush Securities
California
$172K +$173K +19,927 New
SWM
48
Seed Wealth Management
Illinois
$172K
MOS
49
MGO One Seven
Ohio
$157K +$3.99K +460 +3%
TWM
50
Thrive Wealth Management
Pennsylvania
$146K

EMD Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2023, worth a combined $211M — up 2.7% from $206M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMD and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Glovista Investments, opening a new position worth an estimated $4.05M. The largest seller was Logan Stone Capital, cutting an estimated $1.01M.

  • 87 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $211M of Western Asset Emerging Markets Debt Fund stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2023 was Glovista Investments, an estimated $4.05M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2023 was Logan Stone Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2023.