EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

100 hedge funds and large institutions have $307M invested in Western Asset Emerging Markets Debt Fund in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
22
Increased
21
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.51M
2
LCM
Landscape Capital Management
New Jersey
+$2.38M
3
CRC
Curi RMB Capital
Illinois
+$1.62M
4
CP
Camelot Portfolios
Ohio
+$1.4M
5
WAM
Weiss Asset Management
Massachusetts
+$939K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.2M
2
UBS Group
UBS Group
Switzerland
-$1.91M
3
Stifel Financial
Stifel Financial
Missouri
-$1.77M
4
Wells Fargo
Wells Fargo
California
-$1.45M
5
PPA
Parametric Portfolio Associates
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
76
American Portfolios Advisors
New York
$35.6K -$1.5K -122 -4%
MFW
77
Mosaic Family Wealth
Missouri
$25K – – –
GWM
78
Geneos Wealth Management
Colorado
$21K – – –
BCWM
79
Bartlett & Co Wealth Management
Ohio
$20.3K – – –
BC
80
Bartlett & Co
Ohio
$20K – – –
CFGS
81
Concourse Financial Group Securities
Alabama
$18K +$11.8K +1,000 +189%
SIM
82
Sonora Investment Management
Arizona
$17K – – –
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
GWMIA
84
Global Wealth Management Investment Advisory
Florida
$17K +$17K +1,417 New
ASN
85
Advisory Services Network
Georgia
$11K -$1.3K -102 -11%
FNC
86
First National Corp
Massachusetts
$9K +$9K +703 New
SWM
87
SeaCrest Wealth Management
New York
$8K – – –
FHA
88
Flagship Harbor Advisors
Massachusetts
$6K -$9.33K -774 -61%
FHA
89
First Horizon Advisors
Tennessee
$6K – – –
ARMC
90
American Research & Management Company
Massachusetts
$5K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$4K – – –
HNB
92
Huntington National Bank
Ohio
$4K – – –
DWM
93
Doyle Wealth Management
Florida
$4K +$4K +309 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$4K +$4K +340 New
VRM
95
Vectors Research Management
New York
$4K +$4K +350 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$4K +$4K +364 New
NSIM
97
North Star Investment Management
Illinois
$1K – – –
TWM
98
Titus Wealth Management
California
$129 +$129 +10,500 New
Creative Planning
99
Creative Planning
Kansas
– -$602K -44,833 Closed
PCP
100
Proficio Capital Partners
Massachusetts
– -$440K -32,780 Closed
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4
5