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EMD

Western Asset Emerging Markets Debt Fund

91 hedge funds and large institutions have $206M invested in Western Asset Emerging Markets Debt Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

0.26% more ownership

Funds ownership: 38.86%39.12% (+0.26%)

5% less capital invested

Capital invested by funds: $216M → $206M (-$10.7M)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
30
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
76
Avion Wealth
Texas
$9K
AF
77
Allworth Financial
California
$7.82K
GWM
78
Geneos Wealth Management
Colorado
$6.96K
JP Morgan Chase
79
JP Morgan Chase
New York
$6K +$6.05K +664 New
SPIA
80
Steward Partners Investment Advisory
New York
$5.78K
HCM
81
Hollencrest Capital Management
California
$5.41K
IAIM
82
International Assets Investment Management
Florida
$5.15K -$95.7K -10,494 -95%
ADL
83
Asset Dedication LLC
California
$4K -$4.72K -518 -56%
TRCT
84
Tower Research Capital (TRC)
New York
$4K +$4.16K +456 New
FHA
85
First Horizon Advisors
Tennessee
$3.85K
EWA
86
EverSource Wealth Advisors
Alabama
$3.55K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2.71K
AAS
88
Ameritas Advisory Services
Nebraska
$2.08K +$2.21K +242 New
BCMLT
89
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.35K +$27 +3 +2%
DCBT
90
Dakota Community Bank & Trust
North Dakota
$859
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$177 +$7.63K +837 +4%
GA
92
GraniteShares Advisors
New York
-$2.35M -257,619 Closed
HighTower Advisors
93
HighTower Advisors
Illinois
-$702K -77,172 Closed
WAM
94
Weiss Asset Management
Massachusetts
-$580K -63,678 Closed
ICA
95
Infrastructure Capital Advisors
New York
-$469K -51,459 Closed
QC
96
Quantedge Capital
Singapore
-$264K -28,970 Closed
First Trust Advisors
97
First Trust Advisors
Illinois
-$232K -25,418 Closed
FM
98
Family Management
New York
-$176K -19,273 Closed
IA
99
IFP Advisors
Florida
-$54K -4,047 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
-$32K -3,476 Closed

EMD Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2023, worth a combined $206M — down 5% from $216M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EMD and 12 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $5.65M. The largest seller was Wells Fargo, cutting an estimated $2.88M.

  • 91 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $206M of Western Asset Emerging Markets Debt Fund stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2023 was Morgan Stanley, an estimated $5.65M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2023 was Wells Fargo, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2023.