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EMD

Western Asset Emerging Markets Debt Fund
EMD

95 hedge funds and large institutions have $278M invested in Western Asset Emerging Markets Debt Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $244M → $278M (+$34.2M)

9% more funds holding

Funds holding: 87 → 95 (+8)

0.3% more ownership

Funds ownership: 32.57% → 32.88% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
38
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$2.17M
2
Morgan Stanley
Morgan Stanley
New York
+$1.6M
3
PCM
PenderFund Capital Management
British Columbia, Canada
+$1.31M
4
PPA
Parametric Portfolio Associates
Washington
+$1.15M
5
PCM
Penserra Capital Management
California
+$795K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$4.53M
2
RCM
Rivernorth Capital Management
Florida
-$3.8M
3
Invesco
Invesco
Georgia
-$738K
4
MC
Matisse Capital
Oregon
-$595K
5
Bank of America
Bank of America
North Carolina
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$244K +$4.87K +370 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$226K +$214K +16,266 New
KA
53
Klingman & Associates
New York
$224K – – –
TWM
54
Titus Wealth Management
California
$211K +$9.2K +700 +5%
Citadel Advisors
55
Citadel Advisors
Florida
$184K +$18.5K +1,404 +12%
MOS
56
MGO One Seven
Ohio
$183K -$57.1K -4,340 -25%
KPWS
57
Kestra Private Wealth Services
Texas
$183K +$1.88K +143 +1%
CIA
58
Capital Investment Advisors
Georgia
$178K -$13.6K -1,032 -7%
AWA
59
Arkadios Wealth Advisors
Georgia
$173K +$164K +12,500 New
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$171K -$13.1K -1,000 -8%
GSEP
61
Golden State Equity Partners
California
$168K +$159K +12,119 New
MC
62
Moors & Cabot
Massachusetts
$157K – – –
NFG
63
Next Financial Group
Texas
$153K +$45.2K +3,438 +45%
RA
64
Reby Advisors
Connecticut
$133K +$126K +9,573 New
CF
65
Centaurus Financial
California
$127K +$2.85K +217 +2%
FIA
66
FNY Investment Advisers
New York
$108K +$103K +7,799 New
APA
67
American Portfolios Advisors
New York
$74.2K – – –
RF
68
Robbins Farley
New Hampshire
$74K +$69.8K +5,311 New
AWG
69
Altus Wealth Group
Colorado
$56K +$53.1K +4,036 New
BAM
70
Bellevue Asset Management
Washington
$37K -$7.99K -608 -18%
SPIA
71
Steward Partners Investment Advisory
New York
$37K -$6.23K -474 -15%
APWA
72
Atlas Private Wealth Advisors
New Jersey
$34K -$17.1K -1,300 -35%
HPC
73
HM Payson & Co
Maine
$31K – – –
CL
74
COWA LLC
Oklahoma
$31K +$29.7K +2,260 New
GWM
75
Geneos Wealth Management
Colorado
$26K +$3.68K +280 +16%
1 2
3
4 5

EMD Hedge Fund Activity: Q4 2020 in Review

95 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2020, worth a combined $278M — up 14% from $244M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EMD positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $2.17M. The largest seller was Saba Capital Management, cutting an estimated $4.53M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $278M of Western Asset Emerging Markets Debt Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2020 was Brinker Capital Investments, an estimated $2.17M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2020 was Saba Capital Management, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2020.