EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
AAM
2
Advisors Asset Management
Colorado
$1.37M
3
Wells Fargo
3
Wells Fargo
California
$6.63M
4
LCM
4
Landscape Capital Management
New Jersey
$981K
5
PCM
5
Penserra Capital Management
California
$10.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.71M
2
UBS Group
2
UBS Group
Switzerland
$4.92M
3
SAM
3
Simplify Asset Management
Nevada
$0
4
RCM
4
Rivernorth Capital Management
Florida
$14.8M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PBK
76
Peoples Bank (Kansas)
Kansas
$32.2K 3,500 – –
TC
77
Truvestments Capital
Florida
$32.2K 3,500 +3,500 New
RIL
78
Rothschild Investment LLC
Illinois
$27.6K 3,000 +3,000 New
BAM
79
Bellevue Asset Management
Washington
$19.5K 2,114 – –
OLVIG
80
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K 2,000 – –
NS
81
NBC Securities
Alabama
$18K 2,000 – –
ASN
82
Advisory Services Network
Georgia
$15.7K 1,708 -10,134 -86%
AW
83
Avion Wealth
Texas
$10K 1,039 – –
GWM
84
Geneos Wealth Management
Colorado
$7.46K 810 – –
SPIA
85
Steward Partners Investment Advisory
New York
$4.86K 528 – –
BWM
86
Baystate Wealth Management
Massachusetts
$4.69K 509 +509 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2.9K 315 – –
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K 165 +4 +2%
CAS
89
Coppell Advisory Solutions
Texas
$1.26K 137 – –
DCBT
90
Dakota Community Bank & Trust
North Dakota
$921 100 – –
SIS
91
Sound Income Strategies
Florida
$737 80 +80 New
CPG
92
Cornerstone Planning Group
New Jersey
$434 47 +1 +2%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$28 3 +3 New
SAM
94
Simplify Asset Management
Nevada
– – -165,500 Closed
MC
95
Matisse Capital
Oregon
– – -80,347 Closed
LSC
96
Logan Stone Capital
Illinois
– – -70,367 Closed
CCP
97
Clough Capital Partners
Massachusetts
– – -61,435 Closed
QL
98
Quarry LP
New York
– – -16,000 Closed
HF
99
HRT Financial
New York
– – -11,615 Closed
CA
100
Cetera Advisors
Colorado
– – -10,380 Closed
1 2 3
4
5