We are live on ! Find out more
EMD

Western Asset Emerging Markets Debt Fund

87 hedge funds and large institutions have $211M invested in Western Asset Emerging Markets Debt Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $206M → $211M (+$5.57M)

0.91% more ownership

Funds ownership: 39.12%40.03% (+0.91%)

4% less funds holding

Funds holding: 9187 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$143K -$68.1K -7,850 -32%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$141K -$2.69K -310 -2%
JEST
53
JTC Employer Solutions Trustee
Jersey
$139K
KA
54
Klingman & Associates
New York
$117K
CCM
55
Coldstream Capital Management
Washington
$101K +$5.88K +678 +6%
ASN
56
Advisory Services Network
Georgia
$100K -$53.4K -6,157 -35%
CA
57
Cetera Advisors
Colorado
$92.7K -$10.2K -1,181 -10%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$91K -$15.3K -1,763 -14%
WW
59
Waterfront Wealth
Kansas
$90.3K +$88.5K +10,210 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$86.9K +$87.4K +10,081 New
AAM
61
Advisors Asset Management
Colorado
$86.2K
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$86.2K
HI
63
Harbour Investments
Wisconsin
$49.5K +$789 +91 +2%
SWM
64
Spire Wealth Management
Virginia
$44.9K
US Bancorp
65
US Bancorp
Minnesota
$43.1K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$42.6K -$297K -34,223 -87%
CWC
67
Carolinas Wealth Consulting
North Carolina
$30K +$728 +84 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$27.6K
BAM
69
Bellevue Asset Management
Washington
$23.4K
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$20K
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K
FIA
72
FNY Investment Advisers
New York
$12K
EC
73
Elequin Capital
New York
$8.21K -$56.9K -6,558 -87%
AW
74
Avion Wealth
Texas
$8K
AF
75
Allworth Financial
California
$7.84K

EMD Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2023, worth a combined $211M — up 2.7% from $206M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMD and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Glovista Investments, opening a new position worth an estimated $4.05M. The largest seller was Logan Stone Capital, cutting an estimated $1.01M.

  • 87 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $211M of Western Asset Emerging Markets Debt Fund stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2023 was Glovista Investments, an estimated $4.05M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2023 was Logan Stone Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2023.