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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.5M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.95M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.47M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.33M |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.39M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.95M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$769K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$599K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$581K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| – | -$48K | -5,000 | Closed |
|
102
Bessemer Group
Woodbridge,
New Jersey
| – | -$17K | -1,732 | Closed |
|
|
CB
103
Community Bank
Dewitt,
New York
| – | -$14K | -1,454 | Closed |
|
|
FIA
104
FNY Investment Advisers
New York
| – | -$13 | -1,400 | Closed |
|
|
GJWM
105
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$9.61K | -1,000 | Closed |
|
|
OWA
106
Opal Wealth Advisors
Jericho,
New York
| – | -$2.28K | -238 | Closed |
|
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.