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EMD

Western Asset Emerging Markets Debt Fund

96 hedge funds and large institutions have $297M invested in Western Asset Emerging Markets Debt Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 9396 (+3)

4% more capital invested

Capital invested by funds: $286M → $297M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.64% less ownership

Funds ownership: 35.59%34.95% (-0.64%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K +$9.65K +700 +130%
WP
77
WealthShield Partners
North Carolina
$17K
AW
78
Avion Wealth
Texas
$15K
GRP
79
Global Retirement Partners
California
$13K
SPIA
80
Steward Partners Investment Advisory
New York
$9K -$165K -11,946 -95%
CFGS
81
Concourse Financial Group Securities
Alabama
$8K
WWMSC
82
Wagner Wealth Management (South Carolina)
South Carolina
$8K
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$8K +$7.67K +556 New
PA
84
Parallel Advisors
California
$7K
AssetMark Inc
85
AssetMark Inc
California
$7K +$7.25K +526 New
FHA
86
First Horizon Advisors
Tennessee
$6K
ADL
87
Asset Dedication LLC
California
$6K +$5.6K +406 New
ASN
88
Advisory Services Network
Georgia
$5K +$4.94K +358 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$4K
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$4K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3K
NFSG
92
Newbridge Financial Services Group
Florida
$2K +$1.53K +111 New
CCA
93
Column Capital Advisors
Indiana
$1K
NSIM
94
North Star Investment Management
Illinois
$1K
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$1K +$607 +44 New
ACM
96
Anfield Capital Management
California
$1K +$1.13K +82 New
NL
97
NWAM LLC
Washington
-$379K -28,693 Closed
WIA
98
Wealthstreet Investment Advisors
Texas
-$304K -23,000 Closed
CL
99
CSS LLC
Illinois
-$253K -19,117 Closed
QC
100
Quantedge Capital
Singapore
-$173K -13,074 Closed

EMD Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2021, worth a combined $297M — up 3.9% from $286M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMD positions and 9 closed out — a net gain of 3 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.84M.

  • 96 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $297M of Western Asset Emerging Markets Debt Fund stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $3.74M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.