EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

95 hedge funds and large institutions have $203M invested in Western Asset Emerging Markets Debt Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.74M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
SAM
4
Simplify Asset Management
Nevada
$1.37M
5
CCP
5
Clough Capital Partners
Massachusetts
$510K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.27M
2
PCM
2
PenderFund Capital Management
British Columbia, Canada
$4.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.1M
4
LSC
4
Logan Stone Capital
Illinois
$584K
5
SFS
5
Shaker Financial Services
Virginia
$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$139K +$3.23K +389 +2%
LCM
52
Landscape Capital Management
New Jersey
$138K -$174K -20,952 -56%
JEST
53
JTC Employer Solutions Trustee
Jersey
$134K – – –
QL
54
Quarry LP
New York
$133K +$133K +16,000 New
KA
55
Klingman & Associates
New York
$113K – – –
UCI
56
Uncommon Cents Investing
Wisconsin
$107K +$107K +12,900 New
ASN
57
Advisory Services Network
Georgia
$98.3K +$1.93K +232 +2%
HF
58
HRT Financial
New York
$96K +$96K +11,615 New
CCM
59
Coldstream Capital Management
Washington
$94.8K -$2.16K -260 -2%
DADC
60
D.A. Davidson & Co
Montana
$93.8K -$43.6K -5,250 -32%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$88.7K +$5.04K +607 +6%
CA
62
Cetera Advisors
Colorado
$86.2K -$3.11K -375 -3%
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$83K – – –
AAM
64
Advisors Asset Management
Colorado
$83K – – –
WW
65
Waterfront Wealth
Kansas
$80.9K – – –
HI
66
Harbour Investments
Wisconsin
$47.6K – – –
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$46.2K +$5.93K +729 +15%
SWM
68
Spire Wealth Management
Virginia
$43.2K – – –
US Bancorp
69
US Bancorp
Minnesota
$41.5K – – –
WAM
70
Wolverine Asset Management
Illinois
$32.6K -$679K -81,769 -95%
CWC
71
Carolinas Wealth Consulting
North Carolina
$29.3K +$969 +119 +3%
PBK
72
Peoples Bank (Kansas)
Kansas
$29.1K +$29.1K +3,500 New
EC
73
Elequin Capital
New York
$22K +$14.1K +1,697 +178%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$19.2K – – –
BAM
75
Bellevue Asset Management
Washington
$17.5K -$4.99K -601 -22%
1 2
3
4