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EMD

Western Asset Emerging Markets Debt Fund
EMD

95 hedge funds and large institutions have $212M invested in Western Asset Emerging Markets Debt Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 92 → 95 (+3)

0.6% more ownership

Funds ownership: 37.77% → 38.37% (+0.6%)

7% less capital invested

Capital invested by funds: $228M → $212M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
36
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.95M
3
ASN
Advisory Services Network
Georgia
+$1.47M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.33M
5
MC
Matisse Capital
Oregon
+$571K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$2.39M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.95M
3
SAM
Simplify Asset Management
Nevada
-$769K
4
HighTower Advisors
HighTower Advisors
Illinois
-$599K
5
LCM
Landscape Capital Management
New Jersey
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EP Wealth Advisors
California
$216K +$216K +23,236 New
WS
52
Wedbush Securities
California
$208K -$129K -13,833 -38%
CIA
53
Concurrent Investment Advisors
Florida
$200K +$200K +21,512 New
Comerica Bank
54
Comerica Bank
Texas
$199K -$76.9K -8,263 -28%
SWM
55
Seed Wealth Management
Illinois
$185K – – –
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$178K – – –
H
57
HoyleCohen
California
$172K +$172K +18,500 New
UCI
58
Uncommon Cents Investing
Wisconsin
$168K +$22.3K +2,400 +15%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$167K +$167K +17,892 New
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$162K +$1.27K +137 +0.8%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$158K -$24.9K -2,675 -14%
JEST
62
JTC Employer Solutions Trustee
Jersey
$151K – – –
HighTower Advisors
63
HighTower Advisors
Illinois
$148K -$599K -64,333 -80%
MOS
64
MGO One Seven
Ohio
$118K -$50.3K -5,404 -30%
KA
65
Klingman & Associates
New York
$117K – – –
ECM
66
Evergreen Capital Management
Washington
$116K -$51.9K -5,572 -31%
OAM
67
Occidental Asset Management
California
$99K +$531 +57 +0.5%
Creative Planning
68
Creative Planning
Kansas
$97.2K +$97.1K +10,437 New
AWA
69
Arkadios Wealth Advisors
Georgia
$94K +$531 +57 +0.6%
HI
70
Harbour Investments
Wisconsin
$49.9K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$44.4K +$41.1K +4,411 +1,222%
PCM
72
PenderFund Capital Management
British Columbia, Canada
$40.7K +$531 +57 +2%
CWC
73
Carolinas Wealth Consulting
North Carolina
$36.1K +$968 +104 +3%
PBK
74
Peoples Bank (Kansas)
Kansas
$32.6K – – –
RIL
75
Rothschild Investment LLC
Illinois
$27.9K – – –
1 2
3
4 5

EMD Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2024, worth a combined $212M — down 7.1% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMD positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $2.39M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $212M of Western Asset Emerging Markets Debt Fund stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 15 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2024 was LPL Financial, an estimated $2.5M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.