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EMD

Western Asset Emerging Markets Debt Fund
EMD

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

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

9% more funds holding

Funds holding: 87 → 95 (+8)

0.97% more ownership

Funds ownership: 40.03% → 41% (+0.97%)

4% less capital invested

Capital invested by funds: $211M → $203M (-$7.89M)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

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

Rank Fund Capital Flow
1
API
Advisor Partners II
California
+$3.97M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.84M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.54M
4
SAM
Simplify Asset Management
Nevada
+$1.46M
5
CCP
Clough Capital Partners
Massachusetts
+$542K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.37M
2
PCM
PenderFund Capital Management
British Columbia, Canada
-$1.44M
3
Morgan Stanley
Morgan Stanley
New York
-$1.43M
4
LSC
Logan Stone Capital
Illinois
-$1.15M
5
WAM
Wolverine Asset Management
Illinois
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Matisse Capital
Oregon
$667K – – –
MA
27
Mutual Advisors
Nebraska
$622K -$62.2K -7,056 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$607K +$37K +4,194 +6%
LSC
29
Logan Stone Capital
Illinois
$584K -$1.15M -130,578 -65%
SFS
30
Shaker Financial Services
Virginia
$552K -$715K -81,013 -55%
CP
31
Camelot Portfolios
Ohio
$526K -$155K -17,606 -22%
CCP
32
Clough Capital Partners
Massachusetts
$510K +$542K +61,435 New
SIC
33
Samalin Investment Counsel
New York
$466K -$116K -13,151 -19%
Mariner
34
Mariner
Kansas
$421K +$59.2K +6,716 +15%
SI
35
Stephens Inc
Arkansas
$420K +$42.8K +4,850 +11%
Stifel Financial
36
Stifel Financial
Missouri
$395K +$16.2K +1,833 +4%
AWM
37
Axxcess Wealth Management
California
$392K -$9.2K -1,043 -2%
AO
38
Advisor OS
Illinois
$315K – – –
IC
39
IEQ Capital
California
$290K +$97.6K +11,062 +46%
GAM
40
Gould Asset Management
California
$273K – – –
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$258K -$168K -19,000 -38%
PAS
42
Park Avenue Securities
New York
$257K +$1.3K +148 +0.5%
Comerica Bank
43
Comerica Bank
Texas
$244K +$259K +29,360 New
SFS
44
Sowell Financial Services
Arkansas
$238K – – –
IAA
45
Ironsides Asset Advisors
North Carolina
$203K +$11K +1,252 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$173K -$6.53K -740 -3%
ECM
47
Evergreen Capital Management
Washington
$170K +$194 +22 +0.1%
SWM
48
Seed Wealth Management
Illinois
$165K – – –
MOS
49
MGO One Seven
Ohio
$159K +$8.36K +948 +5%
WS
50
Wedbush Securities
California
$158K -$7.79K -883 -4%
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EMD Hedge Fund Activity: Q3 2023 in Review

95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2023, worth a combined $203M — down 3.7% from $211M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMD positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $3.97M. The largest seller was Raymond James & Associates, cutting an estimated $2.37M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2023, up from 87 in Q2 2023.
  • Funds reported $203M of Western Asset Emerging Markets Debt Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 13 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2023 and 5 closed out, a net change of +8 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2023 was Advisor Partners II, an estimated $3.97M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2023 was Raymond James & Associates, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.