EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

95 hedge funds and large institutions have $203M invested in Western Asset Emerging Markets Debt Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.74M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
SAM
4
Simplify Asset Management
Nevada
$1.37M
5
CCP
5
Clough Capital Partners
Massachusetts
$510K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.27M
2
PCM
2
PenderFund Capital Management
British Columbia, Canada
$4.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.1M
4
LSC
4
Logan Stone Capital
Illinois
$584K
5
SFS
5
Shaker Financial Services
Virginia
$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Matisse Capital
Oregon
$667K – – –
MA
27
Mutual Advisors
Nebraska
$622K -$58.6K -7,056 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$607K +$34.8K +4,194 +6%
LSC
29
Logan Stone Capital
Illinois
$584K -$1.08M -130,578 -65%
SFS
30
Shaker Financial Services
Virginia
$552K -$679K -81,013 -55%
CP
31
Camelot Portfolios
Ohio
$526K -$146K -17,606 -22%
CCP
32
Clough Capital Partners
Massachusetts
$510K +$510K +61,435 New
SIC
33
Samalin Investment Counsel
New York
$466K -$109K -13,151 -19%
Mariner
34
Mariner
Kansas
$421K +$55.7K +6,716 +15%
SI
35
Stephens Inc
Arkansas
$420K +$40.3K +4,850 +11%
Stifel Financial
36
Stifel Financial
Missouri
$395K +$15.2K +1,833 +4%
AWM
37
Axxcess Wealth Management
California
$392K -$8.66K -1,043 -2%
AO
38
Advisor OS
Illinois
$315K – – –
IC
39
IEQ Capital
California
$290K +$91.8K +11,062 +46%
GAM
40
Gould Asset Management
California
$273K – – –
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$258K -$158K -19,000 -38%
PAS
42
Park Avenue Securities
New York
$257K +$1.23K +148 +0.5%
Comerica Bank
43
Comerica Bank
Texas
$244K +$244K +29,360 New
SFS
44
Sowell Financial Services
Arkansas
$238K – – –
IAA
45
Ironsides Asset Advisors
North Carolina
$203K +$10.4K +1,252 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$173K -$6.16K -740 -3%
ECM
47
Evergreen Capital Management
Washington
$170K +$184 +22 +0.1%
SWM
48
Seed Wealth Management
Illinois
$165K – – –
MOS
49
MGO One Seven
Ohio
$159K +$7.87K +948 +5%
WS
50
Wedbush Securities
California
$158K -$7.33K -883 -4%
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