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EMD

Western Asset Emerging Markets Debt Fund
EMD

95 hedge funds and large institutions have $212M invested in Western Asset Emerging Markets Debt Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 92 → 95 (+3)

0.6% more ownership

Funds ownership: 37.77% → 38.37% (+0.6%)

7% less capital invested

Capital invested by funds: $228M → $212M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
36
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.95M
3
ASN
Advisory Services Network
Georgia
+$1.47M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.33M
5
MC
Matisse Capital
Oregon
+$571K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$2.39M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.95M
3
SAM
Simplify Asset Management
Nevada
-$769K
4
HighTower Advisors
HighTower Advisors
Illinois
-$599K
5
LCM
Landscape Capital Management
New Jersey
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$27.8K -$14K -1,500 -33%
OLVIG
77
Oliver Lagore Vanvalin Investment Group
Michigan
$18.6K – – –
NS
78
NBC Securities
Alabama
$18K – – –
BAM
79
Bellevue Asset Management
Washington
$16.4K – – –
AW
80
Avion Wealth
Texas
$9K – – –
GWM
81
Geneos Wealth Management
Colorado
$7.54K – – –
ADL
82
Asset Dedication LLC
California
$6.96K +$6.95K +747 New
IAIM
83
International Assets Investment Management
Florida
$5.59K +$5.58K +600 New
SPIA
84
Steward Partners Investment Advisory
New York
$4.92K -$3.32K -357 -40%
RWMG
85
Redwood Wealth Management Group
New Jersey
$3.07K +$3.07K +330 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.93K – – –
AssetMark Inc
87
AssetMark Inc
California
$2.56K -$549 -59 -18%
LI
88
LRI Investments
Florida
$2.19K +$56 +6 +3%
BCMLT
89
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.67K +$47 +5 +3%
CAS
90
Coppell Advisory Solutions
Texas
$1.27K +$1.27K +137 New
DCBT
91
Dakota Community Bank & Trust
North Dakota
$931 – – –
SIS
92
Sound Income Strategies
Florida
$745 – – –
CPG
93
Cornerstone Planning Group
New Jersey
$477 +$9 +1 +2%
TRCT
94
Tower Research Capital (TRC)
New York
$65 -$9 -1 -13%
CAM
95
Creekmur Asset Management
Illinois
$7 – – –
SAM
96
Simplify Asset Management
Nevada
– -$769K -80,000 Closed
Millennium Management
97
Millennium Management
New York
– -$491K -51,049 Closed
IAA
98
Ironsides Asset Advisors
North Carolina
– -$249K -25,942 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– -$136K -14,169 Closed
SWM
100
Spire Wealth Management
Virginia
– -$50K -5,206 Closed
1 2 3
4
5

EMD Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2024, worth a combined $212M — down 7.1% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMD positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $2.39M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $212M of Western Asset Emerging Markets Debt Fund stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 15 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2024 was LPL Financial, an estimated $2.5M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.