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EMD

Western Asset Emerging Markets Debt Fund

88 hedge funds and large institutions have $272M invested in Western Asset Emerging Markets Debt Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $236M → $272M (+$36.2M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 36.89%36.64% (-0.25%)

5% less funds holding

Funds holding: 9388 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gould Asset Management
California
$285K -$5.69K -495 -2%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$272K +$40.3K +3,509 +19%
Goldman Sachs
53
Goldman Sachs
New York
$238K -$1.24M -108,072 -85%
WAM
54
Wolverine Asset Management
Illinois
$219K +$146K +12,691 +248%
OC
55
Oppenheimer & Co
New York
$212K +$161 +14 +0.1%
MOS
56
MGO One Seven
Ohio
$205K +$32.1K +2,795 +20%
Citadel Advisors
57
Citadel Advisors
Florida
$200K -$365K -31,800 -66%
KA
58
Klingman & Associates
New York
$198K -$34.5K -3,000 -16%
TWM
59
Titus Wealth Management
California
$179K +$167K +14,500 New
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$176K +$20.1K +1,753 +14%
CIA
61
Capital Investment Advisors
Georgia
$173K -$9.84K -856 -6%
MC
62
Moors & Cabot
Massachusetts
$149K +$141K +12,250 New
BRWM
63
B. Riley Wealth Management
Tennessee
$148K -$862 -75 -0.6%
Creative Planning
64
Creative Planning
Kansas
$142K +$132K +11,525 New
WA
65
Winfield Associates
Ohio
$132K -$5.34K -465 -4%
APA
66
American Portfolios Advisors
New York
$65.8K
APWA
67
Atlas Private Wealth Advisors
New Jersey
$46K +$43.1K +3,750 New
BAM
68
Bellevue Asset Management
Washington
$41K
HPC
69
HM Payson & Co
Maine
$27K
GWM
70
Geneos Wealth Management
Colorado
$21K -$3.45K -300 -15%
PAM
71
Panagora Asset Management
Massachusetts
$18K
SPIA
72
Steward Partners Investment Advisory
New York
$15K +$1.17K +102 +9%
FWM
73
FSA Wealth Management
Massachusetts
$12K
PAG
74
Private Advisor Group
New Jersey
$9K +$8.37K +728 New
WLPWM
75
Walled Lake Planning & Wealth Management
Illinois
$8K +$126 +11 +2%

EMD Hedge Fund Activity: Q2 2020 in Review

88 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2020, worth a combined $272M — up 15% from $236M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EMD and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Wells Fargo, adding an estimated $2.39M. The largest seller was Morgan Stanley, cutting an estimated $3.66M.

  • 88 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2020, down from 93 in Q1 2020.
  • Funds reported $272M of Western Asset Emerging Markets Debt Fund stock for Q2 2020, up 15% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2020 and 13 closed out, a net change of -5 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2020 was Wells Fargo, an estimated $2.39M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2020.