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EMD

Western Asset Emerging Markets Debt Fund
EMD

92 hedge funds and large institutions have $228M invested in Western Asset Emerging Markets Debt Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% less funds holding

Funds holding: 93 → 92 (-1)

18.38% less ownership

Funds ownership: 56.15% → 37.77% (-18%)

26% less capital invested

Capital invested by funds: $308M → $228M (-$80M)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
37
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.3M
2
CA
Cetera Advisors
Colorado
+$2.27M
3
AAM
Advisors Asset Management
Colorado
+$999K
4
LCM
Landscape Capital Management
New Jersey
+$959K
5
SFS
Shaker Financial Services
Virginia
+$757K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$88.8M
2
PCM
Penserra Capital Management
California
-$10.8M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.81M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.47M
5
PMAM
Penn Mutual Asset Management
Pennsylvania
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$228K -$3.47M -378,613 -94%
SWM
52
Seed Wealth Management
Illinois
$191K – – –
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$189K -$706 -77 -0.4%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$183K – – –
ECM
55
Evergreen Capital Management
Washington
$174K +$248 +27 +0.2%
MOS
56
MGO One Seven
Ohio
$174K -$2.19K -239 -1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$170K +$64.8K +7,067 +67%
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$166K +$1.94K +212 +1%
JEST
59
JTC Employer Solutions Trustee
Jersey
$154K – – –
UCI
60
Uncommon Cents Investing
Wisconsin
$150K +$24.8K +2,700 +21%
Citadel Advisors
61
Citadel Advisors
Florida
$136K +$130K +14,169 New
KA
62
Klingman & Associates
New York
$121K – – –
OAM
63
Occidental Asset Management
California
$102K +$724 +79 +0.8%
AWA
64
Arkadios Wealth Advisors
Georgia
$96.5K +$92K +10,037 New
HI
65
Harbour Investments
Wisconsin
$51.5K -$834 -91 -2%
SWM
66
Spire Wealth Management
Virginia
$50K – – –
US Bancorp
67
US Bancorp
Minnesota
$48K – – –
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$41.8K -$39.6K -4,322 -49%
CWC
69
Carolinas Wealth Consulting
North Carolina
$36.3K +$633 +69 +2%
PBK
70
Peoples Bank (Kansas)
Kansas
$33.6K – – –
RIL
71
Rothschild Investment LLC
Illinois
$28.8K – – –
OLVIG
72
Oliver Lagore Vanvalin Investment Group
Michigan
$19.2K – – –
NS
73
NBC Securities
Alabama
$19K – – –
Bessemer Group
74
Bessemer Group
New Jersey
$17K +$15.9K +1,732 New
BAM
75
Bellevue Asset Management
Washington
$16.9K -$3.27K -357 -17%
1 2
3
4 5

EMD Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2024, worth a combined $228M — down 26% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $88.8M.

  • 92 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2024, down from 93 in Q4 2023.
  • Funds reported $228M of Western Asset Emerging Markets Debt Fund stock for Q1 2024, down 26% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2024 and 14 closed out, a net change of +2 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2024 was Allspring Global Investments, an estimated $3.3M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2024 was Morgan Stanley, an estimated $88.8M sold.

Based on aggregated 13F filings for Q1 2024.