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EMD

Western Asset Emerging Markets Debt Fund

91 hedge funds and large institutions have $261M invested in Western Asset Emerging Markets Debt Fund in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 7

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

91% more capital invested

Capital invested by funds: $137M → $261M (+$125M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more funds holding

Funds holding: 6891 (+23)

0.06% less ownership

Funds ownership: 29.31%29.25% (-0.06%)

Holders
91
Holders Change
+23
Holders Change %
+33.82%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
31
Increased
45
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$385K +$74.7K +4,945 +23%
GAM
52
Gould Asset Management
California
$370K +$20.8K +1,375 +6%
CHAM
53
Clear Harbor Asset Management
Connecticut
$350K +$360K +23,823 New
Jane Street
54
Jane Street
New York
$313K +$321K +21,269 New
ACP
55
Aviance Capital Partners
Florida
$307K +$315K +20,838 New
HH
56
Hilltop Holdings
Texas
$290K
CIA
57
Capital Investment Advisors
Georgia
$271K +$98.4K +6,517 +55%
OC
58
Oppenheimer & Co
New York
$262K +$268K +17,753 New
IA
59
IFP Advisors
Florida
$258K +$222K +14,663 +506%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$242K +$14.2K +940 +6%
CCP
61
Cardan Capital Partners
Colorado
$220K +$226K +14,982 New
CP
62
Camelot Portfolios
Ohio
$183K +$21.6K +1,430 +13%
GXMC
63
Global X Management Company
New York
$166K +$84.4K +5,586 +98%
JP Morgan Chase
64
JP Morgan Chase
New York
$162K
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$150K +$154K +10,201 New
VKH
66
Virtu KCG Holdings
New York
$148K -$2.12K -140 -1%
AG
67
Advisor Group
Arizona
$114K +$65.8K +4,358 +128%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$94K +$50.8K +3,361 +111%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$53K +$54.4K +3,601 New
NFG
70
Next Financial Group
Texas
$36K -$14.8K -983 -29%
MFW
71
Mosaic Family Wealth
Missouri
$29K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$26K +$15.4K +1,018 +136%
JIC
73
Joel Isaacson & Co
New York
$26K +$27K +1,788 New
GWM
74
Geneos Wealth Management
Colorado
$25K +$21.4K +1,418 +430%
BC
75
Bartlett & Co
Ohio
$24K +$25K +1,654 New

EMD Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2016, worth a combined $261M — up 91% from $137M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EMD positions and 8 closed out — a net gain of 23 holders — while 45 added to existing stakes and 7 trimmed.

The largest buyer was McGowan Group Asset Management, adding an estimated $37.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.91M sold.

  • 91 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2016, up from 68 in Q3 2016.
  • Funds reported $261M of Western Asset Emerging Markets Debt Fund stock for Q4 2016, up 91% quarter-over-quarter.
  • 31 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2016 and 8 closed out, a net change of +23 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2016 was McGowan Group Asset Management, an estimated $37.5M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2016 was Rivernorth Capital Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2016.