We are live on ! Find out more
EMD

Western Asset Emerging Markets Debt Fund
EMD

100 hedge funds and large institutions have $346M invested in Western Asset Emerging Markets Debt Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

6% more capital invested

Capital invested by funds: $325M → $346M (+$21M)

6% more funds holding

Funds holding: 94 → 100 (+6)

2.61% more ownership

Funds ownership: 33.98% → 36.59% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
34
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.95M
2
Invesco
Invesco
Georgia
+$5.47M
3
BRWA
B. Riley Wealth Advisors
Florida
+$4.55M
4
PPA
Parametric Portfolio Associates
Washington
+$4.08M
5
Wells Fargo
Wells Fargo
California
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4.16M
2
RCM
Rivernorth Capital Management
Florida
-$2.07M
3
AAM
Advisors Asset Management
Colorado
-$1.54M
4
CRC
Curi RMB Capital
Illinois
-$1.29M
5
QFA
Quattro Financial Advisors
Texas
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$61K +$34.5K +2,226 +129%
Citigroup
77
Citigroup
New York
$57K -$4.16M -268,669 -99%
SWP
78
Stratos Wealth Partners
Ohio
$39K +$38.5K +2,488 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$35K +$6.81K +440 +25%
SPIA
80
Steward Partners Investment Advisory
New York
$34K +$27.2K +1,758 +406%
PA
81
Parallel Advisors
California
$33K – – –
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$33K +$32.8K +2,122 New
MFW
83
Mosaic Family Wealth
Missouri
$31K – – –
CTC
84
Central Trust Company
Missouri
$31K +$31K +2,000 New
GWM
85
Geneos Wealth Management
Colorado
$27K – – –
BC
86
Bartlett & Co
Ohio
$26K – – –
WCM
87
Whitener Capital Management
North Carolina
$24K +$24.5K +1,582 New
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
RIA
89
RPG Investment Advisory
California
$16K -$17K -1,100 -52%
ASN
90
Advisory Services Network
Georgia
$12K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$11K +$10.8K +700 New
SWM
92
SeaCrest Wealth Management
New York
$10K +$10.3K +663 New
FHA
93
First Horizon Advisors
Tennessee
$8K – – –
ARMC
94
American Research & Management Company
Massachusetts
$6K – – –
HNB
95
Huntington National Bank
Ohio
$6K – – –
TCOV
96
Trust Company of Vermont
Vermont
$5K +$650 +42 +16%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$3K – – –
VNA
98
Valley National Advisers
Pennsylvania
$2K – – –
NSIM
99
North Star Investment Management
Illinois
$1K – – –
Walleye Trading
100
Walleye Trading
New York
$255 +$254K +16,400 New
1 2 3
4
5

EMD Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2017, worth a combined $346M — up 6.5% from $325M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EMD positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.95M. The largest seller was Citigroup, cutting an estimated $4.16M.

  • 100 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $346M of Western Asset Emerging Markets Debt Fund stock for Q4 2017, up 6.5% quarter-over-quarter.
  • 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2017 and 12 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2017 was Morgan Stanley, an estimated $9.95M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2017 was Citigroup, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2017.