Western Asset Emerging Markets Debt Fund
EMD
95 hedge funds and large institutions have $271M invested in Western Asset Emerging Markets Debt Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
1% more funds holding
Funds holding: 94 → 95 (+1)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.28% more ownership
Funds ownership: 34.53% → 34.81% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $285M → $271M (-$14.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.49M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.17M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.56M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.23M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.8M |
| 2 |
JG
Jefferies Group
New York
|
-$2.67M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.49M |
| 4 |
Morgan Stanley
New York
|
-$1.31M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
101
Centaurus Financial
Anaheim,
California
| – | -$125K | -9,199 | Closed |
|
|
ARIS
102
Advanced Research Investment Solutions
Los Angeles,
California
| – | -$92.8K | -6,778 | Closed |
|
103
Citigroup
New York
| – | -$64K | -4,668 | Closed |
|
|
FIA
104
FNY Investment Advisers
New York
| – | -$40K | -3,000 | Closed |
|
|
APWA
105
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$14K | -1,050 | Closed |
|
|
GRP
106
Global Retirement Partners
San Rafael,
California
| – | -$12K | -905 | Closed |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| – | -$7K | -500 | Closed |
|
|
WLPWM
108
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$4K | -278 | Closed |
|
|
GWMIA
109
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$3K | -253 | Closed |
|
|
TRCT
110
Tower Research Capital (TRC)
New York
| – | -$1K | -64 | Closed |
|
|
OSAM
111
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -44 | Closed |
|
EMD Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2021, worth a combined $271M — down 5.2% from $285M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EMD positions and 17 closed out — a net gain of 3 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.49M. The largest seller was Wells Fargo, cutting an estimated $4.8M.
- 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $271M of Western Asset Emerging Markets Debt Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
- 20 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2021 and 17 closed out, a net change of +3 holders.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2021 was Cetera Investment Advisers, an estimated $2.49M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q4 2021 was Wells Fargo, an estimated $4.8M sold.
Based on aggregated 13F filings for Q4 2021.