Western Asset Emerging Markets Debt Fund
EMD
95 hedge funds and large institutions have $203M invested in Western Asset Emerging Markets Debt Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
9% more funds holding
Funds holding: 87 → 95 (+8)
0.97% more ownership
Funds ownership: 40.03% → 41% (+0.97%)
4% less capital invested
Capital invested by funds: $211M → $203M (-$7.89M)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
API
Advisor Partners II
Walnut Creek,
California
|
+$3.97M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.84M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.54M |
| 4 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$1.46M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.37M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$1.44M |
| 3 |
Morgan Stanley
New York
|
-$1.43M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.15M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$721K |
EMD Hedge Fund Activity: Q3 2023 in Review
95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2023, worth a combined $203M — down 3.7% from $211M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EMD positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Advisor Partners II, opening a new position worth an estimated $3.97M. The largest seller was Raymond James & Associates, cutting an estimated $2.37M.
- 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2023, up from 87 in Q2 2023.
- Funds reported $203M of Western Asset Emerging Markets Debt Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
- 13 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2023 and 5 closed out, a net change of +8 holders.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2023 was Advisor Partners II, an estimated $3.97M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q3 2023 was Raymond James & Associates, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2023.