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EMD

Western Asset Emerging Markets Debt Fund
EMD

95 hedge funds and large institutions have $271M invested in Western Asset Emerging Markets Debt Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 94 → 95 (+1)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.28% more ownership

Funds ownership: 34.53% → 34.81% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $285M → $271M (-$14.8M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
31
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.49M
2
RCM
Rivernorth Capital Management
Florida
+$2.17M
3
SFS
Shaker Financial Services
Virginia
+$1.56M
4
NA
NewEdge Advisors
Louisiana
+$1.23M
5
WAM
Wolverine Asset Management
Illinois
+$761K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.8M
2
JG
Jefferies Group
New York
-$2.67M
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$1.49M
4
Morgan Stanley
Morgan Stanley
New York
-$1.31M
5
PPA
Parametric Portfolio Associates
Washington
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
76
Bellevue Asset Management
Washington
$35K – – –
LFG
77
Larson Financial Group
Missouri
$30K +$31.2K +2,350 New
GWM
78
Geneos Wealth Management
Colorado
$25K – – –
FMP
79
Financial Management Professionals
Texas
$23K +$465 +35 +2%
US Bancorp
80
US Bancorp
Minnesota
$17K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K – – –
TC
82
Trust Company
Kansas
$14K +$14.8K +1,115 New
AW
83
Avion Wealth
Texas
$13K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$9K -$74.5K -5,604 -89%
WWMSC
85
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
FHA
86
First Horizon Advisors
Tennessee
$6K – – –
ADL
87
Asset Dedication LLC
California
$5K – – –
SMG
88
Spectrum Management Group
Indiana
$5K +$133 +10 +3%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$4K – – –
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$4K +$3.99K +300 New
HNB
91
Huntington National Bank
Ohio
$3K – – –
QC
92
Quent Capital
New York
$2K +$1.94K +146 New
CCA
93
Column Capital Advisors
Indiana
$1K – – –
NSIM
94
North Star Investment Management
Illinois
$1K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K +$864 +65 New
JG
96
Jefferies Group
New York
– -$2.67M -196,531 Closed
BRWM
97
B. Riley Wealth Management
Tennessee
– -$360K -26,486 Closed
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
– -$327K -24,039 Closed
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
– -$171K -12,568 Closed
Bank of New York Mellon
100
Bank of New York Mellon
New York
– -$167K -12,301 Closed
1 2 3
4
5

EMD Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2021, worth a combined $271M — down 5.2% from $285M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EMD positions and 17 closed out — a net gain of 3 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.49M. The largest seller was Wells Fargo, cutting an estimated $4.8M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $271M of Western Asset Emerging Markets Debt Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
  • 20 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2021 and 17 closed out, a net change of +3 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2021 was Cetera Investment Advisers, an estimated $2.49M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2021 was Wells Fargo, an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2021.