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EMD

Western Asset Emerging Markets Debt Fund

91 hedge funds and large institutions have $206M invested in Western Asset Emerging Markets Debt Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

0.26% more ownership

Funds ownership: 38.86%39.12% (+0.26%)

5% less capital invested

Capital invested by funds: $216M → $206M (-$10.7M)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
30
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$152K +$161K +17,709 New
TWM
52
Thrive Wealth Management
Pennsylvania
$145K
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$143K +$2.23K +245 +1%
Jane Street
54
Jane Street
New York
$140K +$149K +16,298 New
JEST
55
JTC Employer Solutions Trustee
Jersey
$139K
KA
56
Klingman & Associates
New York
$117K
Nomura Holdings
57
Nomura Holdings
Japan
$112K +$119K +13,000 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$105K +$1.08K +119 +1%
CA
59
Cetera Advisors
Colorado
$103K -$1.96K -215 -2%
AWA
60
Arkadios Wealth Advisors
Georgia
$101K -$22.7K -2,493 -17%
CCM
61
Coldstream Capital Management
Washington
$94.5K +$100K +10,998 New
AAM
62
Advisors Asset Management
Colorado
$85.9K
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$85.9K
EC
64
Elequin Capital
New York
$64.5K -$58.4K -6,401 -46%
HI
65
Harbour Investments
Wisconsin
$48.5K -$1.3K -143 -2%
SWM
66
Spire Wealth Management
Virginia
$44.7K +$41K +4,497 +634%
US Bancorp
67
US Bancorp
Minnesota
$43K -$12.4K -1,359 -21%
CWC
68
Carolinas Wealth Consulting
North Carolina
$29.2K +$520 +57 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$27.5K
BAM
70
Belpointe Asset Management
Nevada
$26.5K
BWA
71
BDO Wealth Advisors
Florida
$25.7K +$27.3K +2,991 New
BAM
72
Bellevue Asset Management
Washington
$23.3K
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$19.9K
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K
FIA
75
FNY Investment Advisers
New York
$12K +$12.8K +1,400 New

EMD Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2023, worth a combined $206M — down 5% from $216M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EMD and 12 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $5.65M. The largest seller was Wells Fargo, cutting an estimated $2.88M.

  • 91 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $206M of Western Asset Emerging Markets Debt Fund stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2023 was Morgan Stanley, an estimated $5.65M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2023 was Wells Fargo, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2023.