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EMD

Western Asset Emerging Markets Debt Fund
EMD

93 hedge funds and large institutions have $236M invested in Western Asset Emerging Markets Debt Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

1.8% less ownership

Funds ownership: 38.69% → 36.89% (-1.8%)

2% less funds holding

Funds holding: 95 → 93 (-2)

30% less capital invested

Capital invested by funds: $337M → $236M (-$101M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
28
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$14.9M
2
BPC
Banque Pictet & Cie
Switzerland
+$4.77M
3
PNAA
Pictet North America Advisors
Switzerland
+$4.77M
4
Wells Fargo
Wells Fargo
California
+$2.6M
5
Goldman Sachs
Goldman Sachs
New York
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$19.7M
2
RCM
Rivernorth Capital Management
Florida
-$16.5M
3
Morgan Stanley
Morgan Stanley
New York
-$6.88M
4
PFO
Pathstone Family Office
New Jersey
-$1.31M
5
PCM
PenderFund Capital Management
British Columbia, Canada
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
6M
51
6 Meridian
Kansas
$267K +$344K +25,318 New
GAM
52
Gould Asset Management
California
$248K -$11.3K -830 -3%
Citigroup
53
Citigroup
New York
$239K -$42.4K -3,125 -12%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$222K -$536K -39,495 -65%
KA
55
Klingman & Associates
New York
$201K -$7.65K -564 -3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$196K +$252K +18,597 New
OC
57
Oppenheimer & Co
New York
$181K -$1.91K -141 -0.8%
CIA
58
Capital Investment Advisors
Georgia
$157K +$163 +12 +0.1%
AWA
59
Arkadios Wealth Advisors
Georgia
$150K +$6.79K +500 +4%
MOS
60
MGO One Seven
Ohio
$145K -$25.6K -1,888 -12%
SFS
61
Shaker Financial Services
Virginia
$142K +$183K +13,500 New
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$132K -$18.6K -1,367 -10%
BRWM
63
B. Riley Wealth Management
Tennessee
$127K -$5.77K -425 -3%
WA
64
Winfield Associates
Ohio
$118K – – –
CAM
65
Cresset Asset Management
Illinois
$109K -$327K -24,109 -70%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$98K +$122K +9,000 +2,736%
APA
67
American Portfolios Advisors
New York
$56.2K -$1.18K -87 -2%
WAM
68
Wolverine Asset Management
Illinois
$53K +$69.5K +5,120 New
BAM
69
Bellevue Asset Management
Washington
$35K +$28.7K +2,114 +175%
NFG
70
Next Financial Group
Texas
$28K +$31.7K +2,333 +722%
HPC
71
HM Payson & Co
Maine
$23K – – –
GWM
72
Geneos Wealth Management
Colorado
$21K – – –
AIC
73
Ameritas Investment Company
Nebraska
$17K +$22.1K +1,627 New
PAM
74
Panagora Asset Management
Massachusetts
$15K +$10.2K +753 +113%
WT
75
Washington Trust
Rhode Island
$15K +$19.7K +1,454 New
1 2
3
4 5

EMD Hedge Fund Activity: Q1 2020 in Review

93 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2020, worth a combined $236M — down 30% from $337M a quarter earlier.

Fund positioning in EMD was balanced in Q1 2020: 20 funds opened new positions, 20 closed out, 28 added to existing stakes and 30 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $14.9M. The largest seller was UBS Group, cutting an estimated $19.7M.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2020, down from 95 in Q4 2019.
  • Funds reported $236M of Western Asset Emerging Markets Debt Fund stock for Q1 2020, down 30% quarter-over-quarter.
  • 20 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2020 and 20 closed out, a net change of 0 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2020 was Saba Capital Management, an estimated $14.9M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2020 was UBS Group, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2020.