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EMD

Western Asset Emerging Markets Debt Fund

112 hedge funds and large institutions have $220M invested in Western Asset Emerging Markets Debt Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

14% more funds holding

Funds holding: 98112 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.84% more ownership

Funds ownership: 38.16%39% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $227M → $220M (-$7.22M)

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
34
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$103K +$5.71K +575 +6%
KA
77
Klingman & Associates
New York
$102K -$19.8K -2,000 -16%
MML Investors Services
78
MML Investors Services
Massachusetts
$101K +$104K +10,487 New
LFAS
79
Level Four Advisory Services
Texas
$100K -$24.7K -2,487 -19%
WW
80
Waterfront Wealth
Kansas
$96.9K -$5.96K -601 -6%
WA
81
WPG Advisers
Maryland
$65.9K +$68K +6,848 New
MCM
82
MAI Capital Management
Ohio
$64.9K +$66.9K +6,746 New
ACM
83
Anfield Capital Management
California
$55.8K +$57.5K +5,799 New
HI
84
Harbour Investments
Wisconsin
$53.6K +$3.4K +343 +7%
GWM
85
Geneos Wealth Management
Colorado
$48.3K -$397 -40 -0.8%
PFG
86
Putney Financial Group
California
$45.8K +$47.2K +4,761 New
CWC
87
Carolinas Wealth Consulting
North Carolina
$39.6K +$1.39K +140 +4%
AF
88
Allworth Financial
California
$37.7K +$38K +3,834 New
PBK
89
Peoples Bank (Kansas)
Kansas
$34K
RIL
90
Rothschild Investment LLC
Illinois
$28.9K
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$28.8K
OLVIG
92
Oliver Lagore Vanvalin Investment Group
Michigan
$19.2K
Bessemer Group
93
Bessemer Group
New Jersey
$19K +$19.4K +1,954 New
BAM
94
Bellevue Asset Management
Washington
$16.9K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$13K
SPIA
96
Steward Partners Investment Advisory
New York
$5.08K
AW
97
Avion Wealth
Texas
$5K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.47K -$12.5K -1,257 -78%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.03K
AssetMark Inc
100
AssetMark Inc
California
$2.65K

EMD Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2024, worth a combined $220M — down 3.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMD positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Cercano Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 112 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $220M of Western Asset Emerging Markets Debt Fund stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 25 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2024 and 9 closed out, a net change of +16 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2024 was Cercano Management, an estimated $11.7M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2024 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2024.