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EMD

Western Asset Emerging Markets Debt Fund
EMD

93 hedge funds and large institutions have $308M invested in Western Asset Emerging Markets Debt Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $203M → $308M (+$105M)

15.15% more ownership

Funds ownership: 41% → 56.15% (+15%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 95 → 93 (-2)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$67.8M
2
AAM
Advisors Asset Management
Colorado
+$1.19M
3
Wells Fargo
Wells Fargo
California
+$979K
4
LCM
Landscape Capital Management
New Jersey
+$770K
5
PCM
Penserra Capital Management
California
+$698K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.6M
2
UBS Group
UBS Group
Switzerland
-$1.39M
3
SAM
Simplify Asset Management
Nevada
-$1.37M
4
RCM
Rivernorth Capital Management
Florida
-$760K
5
MC
Matisse Capital
Oregon
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
76
Peoples Bank (Kansas)
Kansas
$32.2K – – –
TC
77
Truvestments Capital
Florida
$32.2K +$30K +3,500 New
RIL
78
Rothschild Investment LLC
Illinois
$27.6K +$25.7K +3,000 New
BAM
79
Bellevue Asset Management
Washington
$19.5K – – –
OLVIG
80
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K – – –
NS
81
NBC Securities
Alabama
$18K – – –
ASN
82
Advisory Services Network
Georgia
$15.7K -$86.8K -10,134 -86%
AW
83
Avion Wealth
Texas
$10K – – –
GWM
84
Geneos Wealth Management
Colorado
$7.46K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$4.86K – – –
BWM
86
Baystate Wealth Management
Massachusetts
$4.69K +$4.36K +509 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2.9K – – –
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K +$34 +4 +2%
CAS
89
Coppell Advisory Solutions
Texas
$1.26K – – –
DCBT
90
Dakota Community Bank & Trust
North Dakota
$921 – – –
SIS
91
Sound Income Strategies
Florida
$737 +$685 +80 New
CPG
92
Cornerstone Planning Group
New Jersey
$434 +$9 +1 +2%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$28 +$26 +3 New
SAM
94
Simplify Asset Management
Nevada
– -$1.37M -165,500 Closed
MC
95
Matisse Capital
Oregon
– -$667K -80,347 Closed
LSC
96
Logan Stone Capital
Illinois
– -$584K -70,367 Closed
CCP
97
Clough Capital Partners
Massachusetts
– -$510K -61,435 Closed
QL
98
Quarry LP
New York
– -$133K -16,000 Closed
HF
99
HRT Financial
New York
– -$96K -11,615 Closed
CA
100
Cetera Advisors
Colorado
– -$86.2K -10,380 Closed
1 2 3
4
5

EMD Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2023, worth a combined $308M — up 52% from $203M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EMD and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was Osaic Holdings, cutting an estimated $3.6M.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2023, down from 95 in Q3 2023.
  • Funds reported $308M of Western Asset Emerging Markets Debt Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2023 and 19 closed out, a net change of -1 holder.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2023 was Morgan Stanley, an estimated $67.8M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2023 was Osaic Holdings, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2023.