We are live on ! Find out more
EMD

Western Asset Emerging Markets Debt Fund

88 hedge funds and large institutions have $272M invested in Western Asset Emerging Markets Debt Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $236M → $272M (+$36.2M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 36.89%36.64% (-0.25%)

5% less funds holding

Funds holding: 9388 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
76
Pathstone Family Office
New Jersey
$8K +$7.38K +642 New
SFS
77
Sowell Financial Services
Arkansas
$7K +$80 +7 +1%
CFGS
78
Concourse Financial Group Securities
Alabama
$6K -$3.73K -325 -42%
FHA
79
First Horizon Advisors
Tennessee
$6K
GI
80
Gradient Investments
Minnesota
$4K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$4K +$3.62K +315 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.15K +361 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$3K
JG
84
Jefferies Group
New York
$2.06K -$67.3K -5,857 -3%
AA
85
Ancora Advisors
Ohio
$2K
CFA
86
Carroll Financial Associates
North Carolina
$2K
NSIM
87
North Star Investment Management
Illinois
$1K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
-$1.37M -131,000 Closed
BI
89
Bramshill Investments
Florida
-$546K -51,875 Closed
SC
90
Stolper & Co
Oklahoma
-$398K -37,822 Closed
AWA
91
Arkadios Wealth Advisors
Georgia
-$150K -14,200 Closed
CAM
92
Cresset Asset Management
Illinois
-$109K -10,241 Closed
NFG
93
Next Financial Group
Texas
-$28K -2,656 Closed
AIC
94
Ameritas Investment Company
Nebraska
-$17K -1,627 Closed
WT
95
Washington Trust
Rhode Island
-$15K -1,454 Closed
BC
96
Bartlett & Co
Ohio
-$7K -636 Closed
BCWM
97
Bartlett & Co Wealth Management
Ohio
-$6.86K -636 Closed
WQ
98
Wealth Quarterback
New Jersey
-$4.58K -435 Closed
VRM
99
Vectors Research Management
New York
-$4K -350 Closed
KFI
100
Key Financial Inc
Pennsylvania
-$1K -123 Closed

EMD Hedge Fund Activity: Q2 2020 in Review

88 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2020, worth a combined $272M — up 15% from $236M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EMD and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Wells Fargo, adding an estimated $2.39M. The largest seller was Morgan Stanley, cutting an estimated $3.66M.

  • 88 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2020, down from 93 in Q1 2020.
  • Funds reported $272M of Western Asset Emerging Markets Debt Fund stock for Q2 2020, up 15% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2020 and 13 closed out, a net change of -5 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2020 was Wells Fargo, an estimated $2.39M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2020.