Western Asset Emerging Markets Debt Fund
EMD
100 hedge funds and large institutions have $346M invested in Western Asset Emerging Markets Debt Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 12 closing their positions.
144% more capital inflows, than outflows
Capital inflows: $41.5M | Capital outflows: $17M
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
6% more funds holding
Funds holding: 94 → 100 (+6)
2.61% more ownership
Funds ownership: 33.98% → 36.59% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.47M |
| 3 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$4.55M |
| 4 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.08M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$4.16M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.07M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
-$1.54M |
| 4 |
Curi RMB Capital
Chicago,
Illinois
|
-$1.29M |
| 5 |
Quattro Financial Advisors
The Woodlands,
Texas
|
-$1.25M |
EMD Hedge Fund Activity: Q4 2017 in Review
100 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2017, worth a combined $346M — up 6.5% from $325M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EMD positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was Citigroup, cutting an estimated $4.16M.
- 100 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2017, up from 94 in Q3 2017.
- Funds reported $346M of Western Asset Emerging Markets Debt Fund stock for Q4 2017, up 6.5% quarter-over-quarter.
- 18 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2017 and 12 closed out, a net change of +6 holders.
- The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2017 was Morgan Stanley, an estimated $10M added.
- The largest Western Asset Emerging Markets Debt Fund seller in Q4 2017 was Citigroup, an estimated $4.16M sold.
Based on aggregated 13F filings for Q4 2017.