EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

93 hedge funds and large institutions have $308M invested in Western Asset Emerging Markets Debt Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
AAM
2
Advisors Asset Management
Colorado
$1.37M
3
Wells Fargo
3
Wells Fargo
California
$6.63M
4
LCM
4
Landscape Capital Management
New Jersey
$981K
5
PCM
5
Penserra Capital Management
California
$10.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.71M
2
UBS Group
2
UBS Group
Switzerland
$4.92M
3
SAM
3
Simplify Asset Management
Nevada
$0
4
RCM
4
Rivernorth Capital Management
Florida
$14.8M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
51
Evergreen Capital Management
Washington
$165K 17,908 -2,346 -12%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$157K 17,095 +335 +2%
IC
53
IEQ Capital
California
$156K 16,928 -18,057 -52%
JEST
54
JTC Employer Solutions Trustee
Jersey
$151K 16,138 – –
DADC
55
D.A. Davidson & Co
Montana
$147K 16,000 +4,700 +42%
CAS
56
CTC Alternative Strategies
Illinois
$140K 15,180 +15,180 New
Jane Street
57
Jane Street
New York
$124K 13,507 +13,507 New
UCI
58
Uncommon Cents Investing
Wisconsin
$119K 12,900 – –
KA
59
Klingman & Associates
New York
$116K 12,581 -1,000 -7%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$107K 11,655 +967 +9%
Nomura Holdings
61
Nomura Holdings
Japan
$104K 11,250 +11,250 New
CCM
62
Coldstream Capital Management
Washington
$100K 10,865 -551 -5%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$97K 10,578 +10,578 New
OAM
64
Occidental Asset Management
California
$96.7K 10,497 +10,497 New
WW
65
Waterfront Wealth
Kansas
$95.4K 10,357 +147 +1%
MSAM
66
Moloney Securities Asset Management
Missouri
$95.2K 10,340 +10,340 New
HighTower Advisors
67
HighTower Advisors
Illinois
$93K 10,023 +10,023 New
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$92.1K 10,000 – –
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$80.7K 8,819 +3,143 +55%
HI
70
Harbour Investments
Wisconsin
$50.2K 5,446 -294 -5%
CAM
71
Creekmur Asset Management
Illinois
$47.7K 5,178 +5,178 New
SWM
72
Spire Wealth Management
Virginia
$46.8K 5,206 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$46.7K 5,070 +4,709 +1,304%
US Bancorp
74
US Bancorp
Minnesota
$46.1K 5,000 – –
CWC
75
Carolinas Wealth Consulting
North Carolina
$34.1K 3,705 +107 +3%
1 2
3
4 5