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EMD

Western Asset Emerging Markets Debt Fund
EMD

95 hedge funds and large institutions have $212M invested in Western Asset Emerging Markets Debt Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 92 → 95 (+3)

0.6% more ownership

Funds ownership: 37.77% → 38.37% (+0.6%)

7% less capital invested

Capital invested by funds: $228M → $212M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
36
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.95M
3
ASN
Advisory Services Network
Georgia
+$1.47M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.33M
5
MC
Matisse Capital
Oregon
+$571K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$2.39M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.95M
3
SAM
Simplify Asset Management
Nevada
-$769K
4
HighTower Advisors
HighTower Advisors
Illinois
-$599K
5
LCM
Landscape Capital Management
New Jersey
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Camelot Portfolios
Ohio
$717K +$146K +15,646 +26%
MA
27
Mutual Advisors
Nebraska
$621K -$21.6K -2,319 -3%
Stifel Financial
28
Stifel Financial
Missouri
$594K +$134K +14,444 +29%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$582K +$326 +35 +0.1%
MC
30
Matisse Capital
Oregon
$572K +$571K +61,396 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$521K +$356K +38,265 +217%
DADC
32
D.A. Davidson & Co
Montana
$478K +$77.7K +8,348 +19%
SI
33
Stephens Inc
Arkansas
$467K -$27.5K -2,952 -6%
CL
34
Choreo LLC
Illinois
$461K +$460K +49,372 New
LWM
35
Laidlaw Wealth Management
New York
$455K +$65.2K +7,000 +17%
Mariner
36
Mariner
Kansas
$440K +$6.7K +720 +2%
MSAM
37
Moloney Securities Asset Management
Missouri
$396K +$108K +11,562 +37%
SIC
38
Samalin Investment Counsel
New York
$385K -$3.97K -427 -1%
GAM
39
Gould Asset Management
California
$363K – – –
SA
40
Sanctuary Advisors
Indiana
$362K +$375K +40,330 New
IAS
41
Insigneo Advisory Services
Florida
$346K +$342K +36,695 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$346K -$9.19K -987 -3%
AO
43
Advisor OS
Illinois
$341K – – –
AWM
44
Axxcess Wealth Management
California
$339K -$53.5K -5,744 -14%
Walleye Capital
45
Walleye Capital
New York
$335K -$45.3K -4,866 -12%
Osaic Holdings
46
Osaic Holdings
Arizona
$323K +$102K +11,005 +46%
AWM
47
Avior Wealth Management
Nebraska
$323K +$13.8K +1,485 +4%
MC
48
Moors & Cabot
Massachusetts
$309K +$3.44K +370 +1%
PAS
49
Park Avenue Securities
New York
$298K -$5.69K -611 -2%
SFS
50
Sowell Financial Services
Arkansas
$253K -$4.42K -475 -2%
1
2
3 4 5

EMD Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2024, worth a combined $212M — down 7.1% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMD positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $2.39M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $212M of Western Asset Emerging Markets Debt Fund stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 15 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2024 was LPL Financial, an estimated $2.5M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.