Western Asset Emerging Markets Debt Fund
EMD
91 hedge funds and large institutions have $184M invested in Western Asset Emerging Markets Debt Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 11 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
0.54% more ownership
Funds ownership: 37.29% → 37.83% (+0.54%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 92 → 91 (-1)
8% less capital invested
Capital invested by funds: $200M → $184M (-$16.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.84M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$1.81M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$984K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$2.42M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.62M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$924K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$920K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$777K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
101
ACG Wealth
Atlanta,
Georgia
| – | -$24K | -2,703 | Closed |
|
102
Rockefeller Capital Management
New York
| – | -$13K | -1,515 | Closed |
|
EMD Hedge Fund Activity: Q3 2022 in Review
91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2022, worth a combined $184M — down 8.1% from $200M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EMD and 10 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 33 added.
The largest buyer was Morgan Stanley, adding an estimated $5.84M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $2.42M sold.
- 91 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2022, down from 92 in Q2 2022.
- Funds reported $184M of Western Asset Emerging Markets Debt Fund stock for Q3 2022, down 8.1% quarter-over-quarter.
- 10 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2022 and 11 closed out, a net change of -1 holder.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2022 was Morgan Stanley, an estimated $5.84M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q3 2022 was U.S. Capital Wealth Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q3 2022.