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EMD

Western Asset Emerging Markets Debt Fund

98 hedge funds and large institutions have $227M invested in Western Asset Emerging Markets Debt Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $212M → $227M (+$14.6M)

3% more funds holding

Funds holding: 9598 (+3)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

0.21% less ownership

Funds ownership: 38.37%38.16% (-0.21%)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$805K +$227K +23,166 +41%
DADC
27
D.A. Davidson & Co
Montana
$745K +$214K +21,793 +42%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$662K +$24.2K +2,468 +4%
MA
29
Mutual Advisors
Nebraska
$646K +$9.61K +981 +2%
LWM
30
Laidlaw Wealth Management
New York
$630K +$127K +12,950 +26%
Osaic Holdings
31
Osaic Holdings
Arizona
$628K +$264K +26,965 +78%
Stifel Financial
32
Stifel Financial
Missouri
$607K -$41.6K -4,242 -7%
MSAM
33
Moloney Securities Asset Management
Missouri
$536K +$99.4K +10,141 +24%
CP
34
Camelot Portfolios
Ohio
$528K -$246K -25,085 -33%
CL
35
Choreo LLC
Illinois
$475K -$27.7K -2,829 -6%
SI
36
Stephens Inc
Arkansas
$453K -$56.1K -5,724 -11%
IAS
37
Insigneo Advisory Services
Florida
$422K +$46.2K +4,713 +13%
Mariner
38
Mariner
Kansas
$421K -$57.8K -5,901 -12%
SIC
39
Samalin Investment Counsel
New York
$419K -$2.5K -255 -0.6%
GAM
40
Gould Asset Management
California
$397K
AWM
41
Avior Wealth Management
Nebraska
$379K +$24.7K +2,517 +7%
SA
42
Sanctuary Advisors
Indiana
$378K -$22.5K -2,297 -6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$378K +$49 +5 +0%
AO
44
Advisor OS
Illinois
$373K
AWM
45
Axxcess Wealth Management
California
$371K
MC
46
Moors & Cabot
Massachusetts
$339K +$980 +100 +0.3%
PAS
47
Park Avenue Securities
New York
$333K +$6.27K +640 +2%
SFS
48
Sowell Financial Services
Arkansas
$249K -$26.5K -2,700 -10%
CIA
49
Concurrent Investment Advisors
Florida
$248K +$27.9K +2,844 +13%
MC
50
Matisse Capital
Oregon
$236K -$374K -38,170 -62%

EMD Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2024, worth a combined $227M — up 6.9% from $212M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMD positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.65M. The largest seller was Allspring Global Investments, cutting an estimated $3.08M.

  • 98 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $227M of Western Asset Emerging Markets Debt Fund stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 9 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.65M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2024 was Allspring Global Investments, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2024.