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EMD

Western Asset Emerging Markets Debt Fund
EMD

112 hedge funds and large institutions have $220M invested in Western Asset Emerging Markets Debt Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

14% more funds holding

Funds holding: 98 → 112 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.84% more ownership

Funds ownership: 38.16% → 39% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $227M → $220M (-$7.22M)

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
34
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CM
Cercano Management
Washington
+$11.7M
2
Wells Fargo
Wells Fargo
California
+$6.69M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.25M
4
LPL Financial
LPL Financial
California
+$2.02M
5
Invesco
Invesco
Georgia
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.1M
2
RCM
Rivernorth Capital Management
Florida
-$6.51M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.8M
4
UBS Group
UBS Group
Switzerland
-$1.58M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
51
Two Sigma Securities
New York
$286K +$295K +29,775 New
UCI
52
Uncommon Cents Investing
Wisconsin
$274K +$85.3K +8,600 +43%
SA
53
SFI Advisors
New Jersey
$272K +$281K +28,296 New
ECM
54
Evergreen Capital Management
Washington
$246K +$131K +13,182 +106%
AWM
55
Apollon Wealth Management
South Carolina
$245K +$253K +25,509 New
SFS
56
Sowell Financial Services
Arkansas
$245K +$11.8K +1,189 +5%
MC
57
Matisse Capital
Oregon
$223K – – –
Comerica Bank
58
Comerica Bank
Texas
$222K +$18K +1,815 +9%
CIA
59
Concurrent Investment Advisors
Florida
$212K -$22.8K -2,302 -9%
WS
60
Wedbush Securities
California
$209K -$6.25K -630 -3%
SA
61
Sanctuary Advisors
Indiana
$200K -$175K -17,678 -46%
JFG
62
Jefferies Financial Group
New York
$192K +$198K +20,000 New
PWAM
63
Papamarkou Wellner Asset Management
New York
$192K +$198K +20,000 New
SWM
64
Seed Wealth Management
Illinois
$189K -$2.48K -250 -1%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$178K – – –
LCM
66
Landscape Capital Management
New Jersey
$174K -$26.1K -2,625 -13%
RAM
67
Readystate Asset Management
Illinois
$174K +$179K +18,055 New
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$172K – – –
VCM
69
Vivaldi Capital Management
Illinois
$161K +$162K +16,306 New
JEST
70
JTC Employer Solutions Trustee
Jersey
$155K – – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$144K -$6.39K -644 -4%
MOS
72
MGO One Seven
Ohio
$112K -$3.25K -327 -3%
MHFA
73
Mission Hills Financial Advisory
California
$108K +$112K +11,270 New
PHS
74
Pekin Hardy Strauss
Illinois
$106K +$109K +10,997 New
OAM
75
Occidental Asset Management
California
$105K -$476 -48 -0.4%
1 2
3
4 5

EMD Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2024, worth a combined $220M — down 3.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMD positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Cercano Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 112 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $220M of Western Asset Emerging Markets Debt Fund stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 25 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2024 and 9 closed out, a net change of +16 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2024 was Cercano Management, an estimated $11.7M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2024 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2024.