Western Asset Emerging Markets Debt Fund
EMD
92 hedge funds and large institutions have $200M invested in Western Asset Emerging Markets Debt Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 14 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
0.64% less ownership
Funds ownership: 37.93% → 37.29% (-0.64%)
3% less funds holding
Funds holding: 95 → 92 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
19% less capital invested
Capital invested by funds: $247M → $200M (-$47.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$63M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.7M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.37M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$710K |
| 5 |
QC
Quantedge Capital
Singapore
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.02M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.18M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.77M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$1.31M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$124K | -11,521 | Closed |
|
|
CIA
102
Capital Investment Advisors
Atlanta,
Georgia
| – | -$109K | -10,159 | Closed |
|
|
HNB
103
Huntington National Bank
Columbus,
Ohio
| – | -$51K | -4,755 | Closed |
|
|
MCC
104
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$35K | -3,257 | Closed |
|
|
SMG
105
Spectrum Management Group
Indianapolis,
Indiana
| – | -$4K | -365 | Closed |
|
|
QC
106
Quent Capital
New York
| – | -$2K | -146 | Closed |
|
EMD Hedge Fund Activity: Q2 2022 in Review
92 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2022, worth a combined $200M — down 19% from $247M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EMD and 12 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $63M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $3.02M sold.
- 92 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2022, down from 95 in Q1 2022.
- Funds reported $200M of Western Asset Emerging Markets Debt Fund stock for Q2 2022, down 19% quarter-over-quarter.
- 12 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2022 and 14 closed out, a net change of -2 holders.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2022 was Morgan Stanley, an estimated $63M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q2 2022 was Shaker Financial Services, an estimated $3.02M sold.
Based on aggregated 13F filings for Q2 2022.