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EMD

Western Asset Emerging Markets Debt Fund
EMD

96 hedge funds and large institutions have $339M invested in Western Asset Emerging Markets Debt Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $329M → $339M (+$10M)

0.77% more ownership

Funds ownership: 40.73% → 41.5% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 97 → 96 (-1)

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
34
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.56M
2
Wells Fargo
Wells Fargo
California
+$4.17M
3
Macquarie Group
Macquarie Group
Australia
+$2.5M
4
CP
Camelot Portfolios
Ohio
+$2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.77M
2
PPA
Parametric Portfolio Associates
Washington
-$2.17M
3
CRC
Curi RMB Capital
Illinois
-$1.89M
4
SCM
Saba Capital Management
New York
-$1.65M
5
AAM
Advisors Asset Management
Colorado
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$323K +$86.7K +6,433 +36%
PAS
52
Park Avenue Securities
New York
$320K +$7.7K +571 +2%
PFM
53
Probabilities Fund Management
New York
$281K +$29K +2,150 +11%
RCA
54
Rowland Carmichael Advisors
Arizona
$275K +$276K +20,456 New
CIA
55
Capital Investment Advisors
Georgia
$262K +$13.7K +1,019 +5%
Walleye Trading
56
Walleye Trading
New York
$250K -$2.7K -200 -1%
MOS
57
MGO One Seven
Ohio
$213K +$215K +15,932 New
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$202K -$17.5K -1,300 -8%
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$197K – – –
Citigroup
60
Citigroup
New York
$196K +$87K +6,456 +79%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$178K -$135K -10,002 -43%
IA
62
IFP Advisors
Florida
$173K – – –
N
63
Nuveen
North Carolina
$167K -$135K -10,000 -45%
ECM
64
Evergreen Capital Management
Washington
$158K – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$145K -$96.4K -7,150 -40%
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$136K +$742 +55 +0.5%
NMC
67
Nine Masts Capital
Hong Kong
$134K +$135K +10,000 New
AG
68
Advisor Group
Arizona
$100K +$270 +20 +0.3%
RCM
69
Robinson Capital Management
Michigan
$54K -$747K -55,422 -93%
APA
70
American Portfolios Advisors
New York
$40.5K +$3.64K +270 +10%
MFW
71
Mosaic Family Wealth
Missouri
$25K – – –
GWM
72
Geneos Wealth Management
Colorado
$23K – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$22.4K – – –
BC
74
Bartlett & Co
Ohio
$22K – – –
SIM
75
Sonora Investment Management
Arizona
$19K – – –
1 2
3
4 5

EMD Hedge Fund Activity: Q3 2018 in Review

96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2018, worth a combined $339M — up 3% from $329M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMD positions and 14 closed out — a net gain of 1 holder — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.77M sold.

  • 96 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2018, down from 97 in Q2 2018.
  • Funds reported $339M of Western Asset Emerging Markets Debt Fund stock for Q3 2018, up 3% quarter-over-quarter.
  • 15 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2018 and 14 closed out, a net change of +1 holder.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2018 was Morgan Stanley, an estimated $8.56M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2018 was Sit Investment Associates, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2018.