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EMD

Western Asset Emerging Markets Debt Fund
EMD

93 hedge funds and large institutions have $321M invested in Western Asset Emerging Markets Debt Fund in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

11% more funds holding

Funds holding: 84 → 93 (+9)

8% more capital invested

Capital invested by funds: $296M → $321M (+$24.6M)

2.46% more ownership

Funds ownership: 31.44% → 33.9% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
36
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$31.4M
2
Morgan Stanley
Morgan Stanley
New York
+$2.58M
3
FAAS
First Allied Advisory Services
California
+$1.41M
4
Wells Fargo
Wells Fargo
California
+$1.32M
5
Invesco
Invesco
Georgia
+$960K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$9.73M
2
LCM
Laurion Capital Management
New York
-$2.48M
3
BL
BCWM LLC
Kansas
-$2.43M
4
AAM
Advisors Asset Management
Colorado
-$1.13M
5
Millennium Management
Millennium Management
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
GXMC
51
Global X Management Company
New York
$263K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$260K +$613 +39 +0.2%
CIA
53
Capital Investment Advisors
Georgia
$258K +$236 +15 +0.1%
IA
54
IFP Advisors
Florida
$243K -$12.7K -810 -5%
CCP
55
Cardan Capital Partners
Colorado
$237K +$9.68K +616 +4%
CRC
56
Curi RMB Capital
Illinois
$231K -$14.3K -909 -6%
OC
57
Oppenheimer & Co
New York
$228K +$64.3K +4,094 +39%
CP
58
Camelot Portfolios
Ohio
$194K – – –
DA
59
Doliver Advisors
Texas
$182K +$184K +11,702 New
SFS
60
Shaker Financial Services
Virginia
$181K +$182K +11,600 New
William Blair & Company
61
William Blair & Company
Illinois
$176K +$177K +11,289 New
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$172K +$173K +11,040 New
JP Morgan Chase
63
JP Morgan Chase
New York
$171K – – –
Stifel Financial
64
Stifel Financial
Missouri
$166K +$169K +10,739 New
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$159K +$220 +14 +0.1%
AG
66
Advisor Group
Arizona
$115K -$27.2K -1,733 -19%
NMC
67
Nine Masts Capital
Hong Kong
$112K +$113K +7,200 New
RCM
68
Robinson Capital Management
Michigan
$78K +$78.6K +5,000 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$56K -$2.22K -141 -4%
PA
70
Parallel Advisors
California
$33K – – –
MFW
71
Mosaic Family Wealth
Missouri
$31K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$28K +$47 +3 +0.2%
GWM
73
Geneos Wealth Management
Colorado
$27K – – –
BC
74
Bartlett & Co
Ohio
$26K – – –
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
1 2
3
4

EMD Hedge Fund Activity: Q2 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2017, worth a combined $321M — up 8.3% from $296M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 7 closed out — a net gain of 9 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $31.4M. The largest seller was Saba Capital Management, cutting an estimated $9.73M.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2017, up from 84 in Q1 2017.
  • Funds reported $321M of Western Asset Emerging Markets Debt Fund stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2017 and 7 closed out, a net change of +9 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $31.4M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2017 was Saba Capital Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2017.