Western Asset Emerging Markets Debt Fund
EMD
58 hedge funds and large institutions have $130M invested in Western Asset Emerging Markets Debt Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
15% more capital invested
Capital invested by funds: $113M → $130M (+$17.4M)
2.01% more ownership
Funds ownership: 22.15% → 24.16% (+2%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
2% less funds holding
Funds holding: 59 → 58 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.4M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.06M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.41M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.01M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$975K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.41M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.03M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$659K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$658K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$448K |
EMD Hedge Fund Activity: Q2 2014 in Review
58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q2 2014, worth a combined $130M — up 15% from $113M a quarter earlier.
Fund positioning in EMD was balanced in Q2 2014: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 16 trimmed.
The largest buyer was UBS, adding an estimated $5.4M. The largest seller was Advisors Asset Management, cutting an estimated $1.41M.
- 58 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q2 2014, down from 59 in Q1 2014.
- Funds reported $130M of Western Asset Emerging Markets Debt Fund stock for Q2 2014, up 15% quarter-over-quarter.
- 9 funds opened new Western Asset Emerging Markets Debt Fund positions in Q2 2014 and 9 closed out, a net change of 0 holders.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q2 2014 was UBS, an estimated $5.4M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q2 2014 was Advisors Asset Management, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2014.