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EMD

Western Asset Emerging Markets Debt Fund

87 hedge funds and large institutions have $211M invested in Western Asset Emerging Markets Debt Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $206M → $211M (+$5.57M)

0.91% more ownership

Funds ownership: 39.12%40.03% (+0.91%)

4% less funds holding

Funds holding: 9187 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$6.98K
HCM
77
Hollencrest Capital Management
California
$5.43K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.94K +570 New
SPIA
79
Steward Partners Investment Advisory
New York
$4.55K -$1.26K -145 -22%
BTI
80
Blue Trust Inc
Georgia
$4K +$3.62K +418 New
FHA
81
First Horizon Advisors
Tennessee
$3.86K
EWA
82
EverSource Wealth Advisors
Alabama
$3.56K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$2.71K
BCMLT
84
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.39K +$35 +4 +3%
CAS
85
Coppell Advisory Solutions
Texas
$1.18K +$1.19K +137 New
DCBT
86
Dakota Community Bank & Trust
North Dakota
$862
TRCT
87
Tower Research Capital (TRC)
New York
$172 -$3.78K -436 -96%
AC
88
Almitas Capital
California
-$510K -59,346 Closed
Walleye Capital
89
Walleye Capital
New York
-$346K -40,254 Closed
HF
90
HRT Financial
New York
-$152K -17,709 Closed
Jane Street
91
Jane Street
New York
-$140K -16,298 Closed
Nomura Holdings
92
Nomura Holdings
Japan
-$112K -13,000 Closed
AWA
93
Arkadios Wealth Advisors
Georgia
-$101K -11,787 Closed
BAM
94
Belpointe Asset Management
Nevada
-$26.5K -3,090 Closed
BWA
95
BDO Wealth Advisors
Florida
-$25.7K -2,991 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$6K -664 Closed
IAIM
97
International Assets Investment Management
Florida
-$5.15K -600 Closed
ADL
98
Asset Dedication LLC
California
-$4K -409 Closed
AAS
99
Ameritas Advisory Services
Nebraska
-$2.08K -242 Closed

EMD Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2023, worth a combined $211M — up 2.7% from $206M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMD and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Glovista Investments, opening a new position worth an estimated $4.05M. The largest seller was Logan Stone Capital, cutting an estimated $1.01M.

  • 87 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $211M of Western Asset Emerging Markets Debt Fund stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2023 was Glovista Investments, an estimated $4.05M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2023 was Logan Stone Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2023.