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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $216M invested in Western Asset Emerging Markets Debt Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $184M → $216M (+$32.4M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

1.02% more ownership

Funds ownership: 37.83%38.86% (+1%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$180K +$5.76K +673 +4%
Walleye Capital
52
Walleye Capital
New York
$179K +$168K +19,616 New
FM
53
Family Management
New York
$176K +$165K +19,273 New
MOS
54
MGO One Seven
Ohio
$156K -$23.2K -2,714 -14%
TWM
55
Thrive Wealth Management
Pennsylvania
$154K -$26K -3,032 -15%
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$150K -$34.2K -3,999 -20%
JEST
57
JTC Employer Solutions Trustee
Jersey
$147K
AWA
58
Arkadios Wealth Advisors
Georgia
$130K -$32.8K -3,835 -21%
EC
59
Elequin Capital
New York
$127K +$119K +13,911 New
KA
60
Klingman & Associates
New York
$124K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$111K -$70.9K -8,283 -41%
CA
62
Cetera Advisors
Colorado
$111K
ASN
63
Advisory Services Network
Georgia
$103K +$9.8K +1,145 +11%
IAIM
64
International Assets Investment Management
Florida
$101K +$95K +11,094 New
AAM
65
Advisors Asset Management
Colorado
$91.1K -$154K -17,998 -64%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$91.1K +$85.6K +10,000 New
US Bancorp
67
US Bancorp
Minnesota
$57.9K
IA
68
IFP Advisors
Florida
$54K -$5.26K -614 -13%
HI
69
Harbour Investments
Wisconsin
$52.8K -$12.7K -1,487 -20%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$32K +$27.4K +3,205 +1,183%
CWC
71
Carolinas Wealth Consulting
North Carolina
$30.4K +$1.05K +123 +4%
MCC
72
Money Concepts Capital
Florida
$29.7K +$27.9K +3,257 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$29.1K -$7.14K -834 -21%
GRP
74
Global Retirement Partners
California
$28.9K
BAM
75
Belpointe Asset Management
Nevada
$28.1K +$26.4K +3,090 New

EMD Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2022, worth a combined $216M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.29M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $216M of Western Asset Emerging Markets Debt Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.29M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.