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EMD

Western Asset Emerging Markets Debt Fund

67 hedge funds and large institutions have $136M invested in Western Asset Emerging Markets Debt Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 32.93%34.34% (+1.4%)

4% more capital invested

Capital invested by funds: $130M → $136M (+$5.58M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 7367 (-6)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
19
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M +$612K +45,037 +4%
PPA
2
Parametric Portfolio Associates
Washington
$16M -$73.5K -5,408 -0.5%
UBS Group
3
UBS Group
Switzerland
$15.7M +$1.06M +78,239 +8%
RCM
4
Rivernorth Capital Management
Florida
$13.3M +$17.9K +1,318 +0.1%
Invesco
5
Invesco
Georgia
$10.3M -$1.13M -82,819 -10%
SCM
6
Saba Capital Management
New York
$8.47M +$3.77M +277,231 +91%
PMLI
7
Penn Mutual Life Insurance
Pennsylvania
$6.76M
BL
8
BCWM LLC
Kansas
$4.48M +$827K +60,882 +25%
Bank of America
9
Bank of America
North Carolina
$4.28M -$829K -60,989 -17%
MC
10
Matisse Capital
Oregon
$4.16M -$2.98M -219,081 -43%
Citigroup
11
Citigroup
New York
$3.25M +$68 +5 +0%
AAM
12
Advisors Asset Management
Colorado
$3.2M +$848K +62,394 +39%
NMC
13
Nine Masts Capital
Hong Kong
$2.56M +$2.3M +169,100 +2,285%
WA
14
WFG Advisors
Texas
$2.44M +$1.29M +94,849 +129%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.27M
LCM
16
Landscape Capital Management
New Jersey
$2.26M -$1.11M -81,725 -34%
Wells Fargo
17
Wells Fargo
California
$1.93M -$63.6K -4,678 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.79M +$101K +7,417 +6%
SIA
19
Sit Investment Associates
Minnesota
$1.71M -$427K -31,400 -21%
LPL Financial
20
LPL Financial
California
$1.38M -$17.1K -1,260 -1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.26M +$1.18M +87,000 New
MM
22
Midas Management
New York
$980K -$47.5K -3,500 -5%
NL
23
NWAM LLC
Washington
$976K -$44.8K -3,300 -5%
DHFB
24
Dixon Hubard Feinour & Brown
Virginia
$859K
KA
25
Klingman & Associates
New York
$679K

EMD Hedge Fund Activity: Q1 2016 in Review

67 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q1 2016, worth a combined $136M — up 4.3% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMD and 6 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Saba Capital Management, adding an estimated $3.77M. The largest seller was Matisse Capital, cutting an estimated $2.98M.

  • 67 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q1 2016, down from 73 in Q4 2015.
  • Funds reported $136M of Western Asset Emerging Markets Debt Fund stock for Q1 2016, up 4.3% quarter-over-quarter.
  • 6 funds opened new Western Asset Emerging Markets Debt Fund positions in Q1 2016 and 12 closed out, a net change of -6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q1 2016 was Saba Capital Management, an estimated $3.77M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q1 2016 was Matisse Capital, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2016.