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EMD

Western Asset Emerging Markets Debt Fund
EMD

92 hedge funds and large institutions have $228M invested in Western Asset Emerging Markets Debt Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% less funds holding

Funds holding: 93 → 92 (-1)

18.38% less ownership

Funds ownership: 56.15% → 37.77% (-18%)

26% less capital invested

Capital invested by funds: $308M → $228M (-$80M)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
37
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.3M
2
CA
Cetera Advisors
Colorado
+$2.27M
3
AAM
Advisors Asset Management
Colorado
+$999K
4
LCM
Landscape Capital Management
New Jersey
+$959K
5
SFS
Shaker Financial Services
Virginia
+$757K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$88.8M
2
PCM
Penserra Capital Management
California
-$10.8M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.81M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.47M
5
PMAM
Penn Mutual Asset Management
Pennsylvania
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Simplify Asset Management
Nevada
$769K +$734K +80,000 New
NA
27
NewEdge Advisors
Louisiana
$666K -$160K -17,500 -20%
MA
28
Mutual Advisors
Nebraska
$643K +$13.6K +1,487 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$601K -$18.1K -1,977 -3%
CP
30
Camelot Portfolios
Ohio
$589K -$194K -21,116 -26%
SI
31
Stephens Inc
Arkansas
$511K +$8.25K +900 +2%
Millennium Management
32
Millennium Management
New York
$491K +$468K +51,049 New
Stifel Financial
33
Stifel Financial
Missouri
$475K +$13.8K +1,500 +3%
Mariner
34
Mariner
Kansas
$447K -$20.6K -2,244 -5%
DADC
35
D.A. Davidson & Co
Montana
$413K +$248K +27,010 +169%
AWM
36
Axxcess Wealth Management
California
$405K -$44K -4,797 -10%
LWM
37
Laidlaw Wealth Management
New York
$403K +$193K +21,050 +101%
SIC
38
Samalin Investment Counsel
New York
$402K +$30.1K +3,285 +9%
Walleye Capital
39
Walleye Capital
New York
$392K +$374K +40,824 New
GAM
40
Gould Asset Management
California
$375K +$27.7K +3,020 +8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$366K +$243K +26,457 +227%
AO
42
Advisor OS
Illinois
$352K – – –
WS
43
Wedbush Securities
California
$348K +$105K +11,444 +46%
AWM
44
Avior Wealth Management
Nebraska
$319K +$304K +33,205 New
MC
45
Moors & Cabot
Massachusetts
$316K +$301K +32,850 New
PAS
46
Park Avenue Securities
New York
$314K +$47.1K +5,136 +19%
MSAM
47
Moloney Securities Asset Management
Missouri
$297K +$189K +20,595 +199%
Comerica Bank
48
Comerica Bank
Texas
$285K +$23.6K +2,573 +10%
SFS
49
Sowell Financial Services
Arkansas
$266K -$8.25K -900 -3%
IAA
50
Ironsides Asset Advisors
North Carolina
$249K +$18.1K +1,971 +8%
1
2
3 4 5

EMD Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2024, worth a combined $228M — down 26% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $88.8M.

  • 92 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2024, down from 93 in Q4 2023.
  • Funds reported $228M of Western Asset Emerging Markets Debt Fund stock for Q1 2024, down 26% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2024 and 14 closed out, a net change of +2 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2024 was Allspring Global Investments, an estimated $3.3M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2024 was Morgan Stanley, an estimated $88.8M sold.

Based on aggregated 13F filings for Q1 2024.