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EMD

Western Asset Emerging Markets Debt Fund
EMD

93 hedge funds and large institutions have $286M invested in Western Asset Emerging Markets Debt Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

2.71% more ownership

Funds ownership: 32.88% → 35.59% (+2.7%)

3% more capital invested

Capital invested by funds: $278M → $286M (+$8.04M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 95 → 93 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
36
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$29.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.93M
3
PCM
Penserra Capital Management
California
+$1.3M
4
MGAM
McGowan Group Asset Management
Texas
+$627K
5
SFS
Shaker Financial Services
Virginia
+$625K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$7.61M
2
RCM
Rivernorth Capital Management
Florida
-$2.31M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$1.77M
4
Bank of America
Bank of America
North Carolina
-$902K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$220K -$12.9K -953 -5%
KA
52
Klingman & Associates
New York
$213K – – –
NFG
53
Next Financial Group
Texas
$203K +$59K +4,369 +40%
MOS
54
MGO One Seven
Ohio
$188K +$14.2K +1,049 +8%
MA
55
Mutual Advisors
Nebraska
$185K +$189K +14,008 New
FIA
56
FNY Investment Advisers
New York
$178K +$76.7K +5,685 +73%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$177K -$39.3K -2,909 -18%
KPWS
58
Kestra Private Wealth Services
Texas
$176K +$1.34K +99 +0.7%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$175K +$12.8K +947 +8%
MSL
60
Mackay Shields LLC
New York
$175K +$179K +13,258 New
QC
61
Quantedge Capital
Singapore
$173K -$482K -35,731 -73%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$173K +$177K +13,105 New
SPIA
63
Steward Partners Investment Advisory
New York
$167K +$134K +9,931 +369%
AWA
64
Arkadios Wealth Advisors
Georgia
$165K – – –
CA
65
Cetera Advisors
Colorado
$163K +$166K +12,299 New
CIA
66
Capital Investment Advisors
Georgia
$162K -$7.64K -566 -4%
KAS
67
Kestra Advisory Services
Texas
$159K +$162K +12,030 New
HighTower Advisors
68
HighTower Advisors
Illinois
$152K +$155K +11,477 New
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$140K +$143K +10,587 New
CF
70
Centaurus Financial
California
$121K +$108 +8 +0.1%
APA
71
American Portfolios Advisors
New York
$78.8K +$8.4K +622 +12%
RF
72
Robbins Farley
New Hampshire
$74K – – –
IAIM
73
International Assets Investment Management
Florida
$47K +$23.3K +1,727 +100%
BAM
74
Bellevue Asset Management
Washington
$36K – – –
APWA
75
Atlas Private Wealth Advisors
New Jersey
$32K – – –
1 2
3
4 5

EMD Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2021, worth a combined $286M — up 2.9% from $278M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EMD and 16 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 36 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $29.9M. The largest seller was Saba Capital Management, exiting entirely with an estimated $7.61M sold.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2021, down from 95 in Q4 2020.
  • Funds reported $286M of Western Asset Emerging Markets Debt Fund stock for Q1 2021, up 2.9% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $29.9M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2021 was Saba Capital Management, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2021.