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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $278M invested in Western Asset Emerging Markets Debt Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $244M → $278M (+$34.2M)

9% more funds holding

Funds holding: 8795 (+8)

0.3% more ownership

Funds ownership: 32.57%32.88% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
38
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
76
International Assets Investment Management
Florida
$24K +$22.7K +1,727 New
CWC
77
Carolinas Wealth Consulting
North Carolina
$22K +$592 +45 +3%
AW
78
Avion Wealth
Texas
$14K
FWM
79
FSA Wealth Management
Massachusetts
$14K +$13.1K +1,000 New
GRP
80
Global Retirement Partners
California
$13K +$11.9K +905 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$10K +$4.76K +362 +100%
SFS
82
Sowell Financial Services
Arkansas
$8K -$79 -6 -1%
CFGS
83
Concourse Financial Group Securities
Alabama
$7K -$39.6K -3,015 -86%
WLPWM
84
Walled Lake Planning & Wealth Management
Illinois
$7K -$2.6K -198 -29%
PA
85
Parallel Advisors
California
$7K
FHA
86
First Horizon Advisors
Tennessee
$6K -$684 -52 -10%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17K
PFO
88
Pathstone Family Office
New Jersey
$4K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$4K
PAM
90
Panagora Asset Management
Massachusetts
$3K -$15.4K -1,173 -83%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3K
AL
92
ADE LLC
Maryland
$3K +$3.23K +246 New
KFI
93
Key Financial Inc
Pennsylvania
$2K +$1.62K +123 New
NSIM
94
North Star Investment Management
Illinois
$1K
MC
95
Matisse Capital
Oregon
-$595K -48,267 Closed
LCM
96
Landscape Capital Management
New Jersey
-$222K -17,989 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
-$213K -17,329 Closed
CRC
98
Curi RMB Capital
Illinois
-$212K -17,175 Closed
HighTower Advisors
99
HighTower Advisors
Illinois
-$155K -12,590 Closed
BRWM
100
B. Riley Wealth Management
Tennessee
-$149K -12,090 Closed

EMD Hedge Fund Activity: Q4 2020 in Review

95 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2020, worth a combined $278M — up 14% from $244M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EMD positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $2.17M. The largest seller was Saba Capital Management, cutting an estimated $4.53M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $278M of Western Asset Emerging Markets Debt Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2020 was Brinker Capital Investments, an estimated $2.17M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2020 was Saba Capital Management, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2020.