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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $216M invested in Western Asset Emerging Markets Debt Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $184M → $216M (+$32.4M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

1.02% more ownership

Funds ownership: 37.83%38.86% (+1%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Bellevue Asset Management
Washington
$24.5K
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$21.1K +$19.8K +2,315 New
OLVIG
78
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$17.1K +2,000 New
Bessemer Group
79
Bessemer Group
New Jersey
$13K +$2.58K +301 +26%
ADL
80
Asset Dedication LLC
California
$9K +$4.43K +518 +127%
AF
81
Allworth Financial
California
$8.29K -$26K -3,037 -77%
AW
82
Avion Wealth
Texas
$8K
GWM
83
Geneos Wealth Management
Colorado
$7.38K -$770 -90 -10%
SPIA
84
Steward Partners Investment Advisory
New York
$6.13K
SWM
85
Spire Wealth Management
Virginia
$6K -$796 -93 -12%
HCM
86
Hollencrest Capital Management
California
$5.74K +$5.39K +630 New
FHA
87
First Horizon Advisors
Tennessee
$4.08K
EWA
88
EverSource Wealth Advisors
Alabama
$3.76K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$2.87K
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.41K +$77 +9 +6%
CAS
91
Coppell Advisory Solutions
Texas
$1.25K +$1.17K +137 New
CASC
92
Coppell Advisory Solutions Corp
Texas
$1.25K +$1.17K +137 New
DCBT
93
Dakota Community Bank & Trust
North Dakota
$1K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1K +$1.81K +212 New
NSIM
95
North Star Investment Management
Illinois
$662
BPA
96
Beacon Pointe Advisors
California
-$184K -23,000 Closed
RGF
97
Retirement Guys Formula
Ohio
-$137K -17,185 Closed
Jane Street
98
Jane Street
New York
-$131K -16,367 Closed
KPWS
99
Kestra Private Wealth Services
Texas
-$80K -10,076 Closed
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
-$43K -5,362 Closed

EMD Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2022, worth a combined $216M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.29M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $216M of Western Asset Emerging Markets Debt Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.29M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.