We are live on ! Find out more
EMD

Western Asset Emerging Markets Debt Fund

93 hedge funds and large institutions have $277M invested in Western Asset Emerging Markets Debt Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 9393 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.68% less ownership

Funds ownership: 38.98%38.3% (-0.68%)

2% less capital invested

Capital invested by funds: $283M → $277M (-$5.46M)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
9
Increased
29
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.7M -$1.47M -104,744 -3%
MGAM
2
McGowan Group Asset Management
Texas
$46M +$624K +44,368 +1%
PPA
3
Parametric Portfolio Associates
Washington
$40.2M +$2.23M +158,522 +6%
UBS Group
4
UBS Group
Switzerland
$30.5M -$67.5K -4,794 -0.2%
Wells Fargo
5
Wells Fargo
California
$16.8M +$846K +60,135 +5%
Invesco
6
Invesco
Georgia
$13.4M +$1.07M +76,113 +9%
VIA
7
Vident Investment Advisory
Georgia
$9.93M +$567K +40,305 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.81M -$692K -49,136 -8%
Bank of America
9
Bank of America
North Carolina
$5.32M +$397K +28,218 +8%
PMAM
10
Penn Mutual Asset Management
Pennsylvania
$4.85M +$1.62M +115,400 +49%
BRWA
11
B. Riley Wealth Advisors
Florida
$3.92M -$341K -24,248 -8%
First Trust Advisors
12
First Trust Advisors
Illinois
$3.34M +$124K +8,810 +4%
CP
13
Camelot Portfolios
Ohio
$2.72M -$770K -54,733 -22%
Macquarie Group
14
Macquarie Group
Australia
$2.58M
Ameriprise
15
Ameriprise
Minnesota
$2.52M +$303K +21,515 +13%
AAM
16
Advisors Asset Management
Colorado
$2.44M +$847K +60,148 +52%
GC
17
Guggenheim Capital
Illinois
$2.41M +$453K +32,193 +23%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.05M +$63.8K +4,536 +3%
Stifel Financial
19
Stifel Financial
Missouri
$2.03M +$60.3K +4,284 +3%
RJA
20
Raymond James & Associates
Florida
$1.99M -$136K -9,634 -6%
JG
21
Jefferies Group
New York
$1.92M +$245K +17,414 +14%
LCM
22
Landscape Capital Management
New Jersey
$1.91M +$926K +65,818 +92%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.82M
LPL Financial
24
LPL Financial
California
$1.59M +$111K +7,874 +7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.08M -$420K -29,866 -28%

EMD Hedge Fund Activity: Q3 2019 in Review

93 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2019, worth a combined $277M — down 1.9% from $283M a quarter earlier.

Fund positioning in EMD was balanced in Q3 2019: 9 funds opened new positions, 9 closed out, 29 added to existing stakes and 30 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.23M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.55M.

  • 93 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $277M of Western Asset Emerging Markets Debt Fund stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 9 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2019 and 9 closed out, a net change of 0 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $2.23M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2019 was Rivernorth Capital Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2019.