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EMD

Western Asset Emerging Markets Debt Fund
EMD

94 hedge funds and large institutions have $325M invested in Western Asset Emerging Markets Debt Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 93 → 94 (+1)

1% more capital invested

Capital invested by funds: $321M → $325M (+$4.1M)

0.08% more ownership

Funds ownership: 33.9% → 33.98% (+0.08%)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
40
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.94M
2
UBS Group
UBS Group
Switzerland
+$3.32M
3
CRC
Curi RMB Capital
Illinois
+$2.93M
4
MC
Matisse Capital
Oregon
+$2.68M
5
BI
Bramshill Investments
Florida
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$17.9M
2
AAM
Advisors Asset Management
Colorado
-$1.39M
3
Citigroup
Citigroup
New York
-$1.06M
4
KPF
K2 Principal Fund
Ontario, Canada
-$1.02M
5
WS
Wedbush Securities
California
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gould Asset Management
California
$389K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$385K +$97.6K +6,244 +34%
WAM
53
Wolverine Asset Management
Illinois
$382K +$380K +24,315 New
CHAM
54
Clear Harbor Asset Management
Connecticut
$370K -$5.69K -364 -2%
CIA
55
Capital Investment Advisors
Georgia
$295K +$33.8K +2,166 +13%
GXMC
56
Global X Management Company
New York
$288K +$21.7K +1,387 +8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$283K +$20.2K +1,292 +8%
CAS
58
Cue Advisory Services
Arizona
$279K – – –
SCM
59
Saba Capital Management
New York
$277K -$17.9M -1,144,952 -98%
CCP
60
Cardan Capital Partners
Colorado
$256K +$16.3K +1,040 +7%
PAS
61
Park Avenue Securities
New York
$252K +$251K +16,055 New
IA
62
IFP Advisors
Florida
$247K +$1.95K +125 +0.8%
OC
63
Oppenheimer & Co
New York
$231K +$234 +15 +0.1%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$221K +$46.9K +3,000 +27%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$214K -$213K -13,620 -50%
SI
66
SII Investments
Wisconsin
$205K +$204K +13,085 New
CP
67
Camelot Portfolios
Ohio
$196K – – –
William Blair & Company
68
William Blair & Company
Illinois
$190K +$12.5K +800 +7%
BAM
69
Belpointe Asset Management
Nevada
$183K +$182K +11,618 New
JP Morgan Chase
70
JP Morgan Chase
New York
$172K – – –
LPL Financial
71
LPL Financial
California
$158K +$157K +10,052 New
AG
72
Advisor Group
Arizona
$141K +$22.7K +1,453 +20%
TJHA
73
Thomas J. Herzfeld Advisors
Florida
$64K +$63.3K +4,048 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$57K – – –
RIA
75
RPG Investment Advisory
California
$33K +$32.8K +2,100 New
1 2
3
4 5

EMD Hedge Fund Activity: Q3 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2017, worth a combined $325M — up 1.3% from $321M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EMD positions and 12 closed out — a net gain of 2 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.94M. The largest seller was Saba Capital Management, cutting an estimated $17.9M.

  • 94 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2017, up from 93 in Q2 2017.
  • Funds reported $325M of Western Asset Emerging Markets Debt Fund stock for Q3 2017, up 1.3% quarter-over-quarter.
  • 14 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2017 and 12 closed out, a net change of +2 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2017 was Morgan Stanley, an estimated $5.94M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2017 was Saba Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2017.