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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
LI
101
LRI Investments
Florida
$2.3K
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.83K +$60 +6 +3%
CAS
103
Coppell Advisory Solutions
Texas
$1.31K
ADL
104
Asset Dedication LLC
California
$1.28K
SAM
105
Synergy Asset Management
Washington
$1.23K +$1.2K +121 New
DCBT
106
Dakota Community Bank & Trust
North Dakota
$962
CPG
107
Cornerstone Planning Group
New Jersey
$522 +$20 +2 +4%
PCM
108
PenderFund Capital Management
British Columbia, Canada
$387
Jones Financial Companies
109
Jones Financial Companies
Missouri
$308 +$318 +32 New
TRCT
110
Tower Research Capital (TRC)
New York
$67 -$4.69K -473 -99%
NS
111
NBC Securities
Alabama
$19 -$19.8K -1,998 -100%
CAM
112
Creekmur Asset Management
Illinois
$8
BRWA
113
B. Riley Wealth Advisors
Florida
-$1.03M -100,579 Closed
AWM
114
Axxcess Wealth Management
California
-$371K -36,408 Closed
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
-$194K -19,083 Closed
Jane Street
116
Jane Street
New York
-$192K -18,823 Closed
PWPS
117
Pinnacle Wealth Planning Services
Ohio
-$136K -13,397 Closed
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
-$104K -10,168 Closed
IAIM
119
International Assets Investment Management
Florida
-$600 -6,108 Closed
EB
120
Eastern Bank
Massachusetts
-$20.7K -2,030 Closed
FIA
121
FNY Investment Advisers
New York
-$14K -1,400 Closed

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.