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EMD

Western Asset Emerging Markets Debt Fund

96 hedge funds and large institutions have $297M invested in Western Asset Emerging Markets Debt Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 9396 (+3)

4% more capital invested

Capital invested by funds: $286M → $297M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.64% less ownership

Funds ownership: 35.59%34.95% (-0.64%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$227K +$10.9K +790 +5%
KA
52
Klingman & Associates
New York
$225K
BRWM
53
B. Riley Wealth Management
Tennessee
$224K +$221K +16,009 New
CA
54
Cetera Advisors
Colorado
$223K +$50.1K +3,632 +30%
OC
55
Oppenheimer & Co
New York
$213K -$19.4K -1,409 -8%
MA
56
Mutual Advisors
Nebraska
$213K +$16.9K +1,228 +9%
MOS
57
MGO One Seven
Ohio
$189K -$10.2K -738 -5%
AWA
58
Arkadios Wealth Advisors
Georgia
$189K +$14.1K +1,022 +8%
MSL
59
Mackay Shields LLC
New York
$186K
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$175K -$10K -726 -5%
CIA
61
Capital Investment Advisors
Georgia
$172K +$483 +35 +0.3%
BI
62
Bramshill Investments
Florida
$171K +$168K +12,174 New
KPWS
63
Kestra Private Wealth Services
Texas
$166K -$20.2K -1,463 -11%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$161K -$22.3K -1,618 -12%
KAS
65
Kestra Advisory Services
Texas
$154K -$14K -1,013 -8%
HighTower Advisors
66
HighTower Advisors
Illinois
$145K -$15K -1,089 -9%
GSEP
67
Golden State Equity Partners
California
$143K +$141K +10,213 New
CF
68
Centaurus Financial
California
$129K +$152 +11 +0.1%
APA
69
American Portfolios Advisors
New York
$92.9K +$9.27K +672 +11%
FIA
70
FNY Investment Advisers
New York
$84K -$103K -7,484 -56%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$45K +$39.1K +2,838 +786%
BAM
72
Bellevue Asset Management
Washington
$38K
GWM
73
Geneos Wealth Management
Colorado
$28K
CWC
74
Carolinas Wealth Consulting
North Carolina
$23K +$441 +32 +2%
APWA
75
Atlas Private Wealth Advisors
New Jersey
$20K -$13.8K -1,000 -41%

EMD Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2021, worth a combined $297M — up 3.9% from $286M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMD positions and 9 closed out — a net gain of 3 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.84M.

  • 96 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $297M of Western Asset Emerging Markets Debt Fund stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $3.74M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.