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EMD

Western Asset Emerging Markets Debt Fund

94 hedge funds and large institutions have $285M invested in Western Asset Emerging Markets Debt Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

0.42% less ownership

Funds ownership: 34.95%34.53% (-0.42%)

4% less capital invested

Capital invested by funds: $297M → $285M (-$11.8M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 9694 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
36
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$70.5M +$1.94M +139,518 +3%
MGAM
2
McGowan Group Asset Management
Texas
$46.3M -$621K -44,659 -1%
Morgan Stanley
3
Morgan Stanley
New York
$45M +$848K +61,039 +2%
Wells Fargo
4
Wells Fargo
California
$21.8M -$514K -36,950 -2%
Invesco
5
Invesco
Georgia
$14.5M +$1.29M +92,989 +10%
UBS Group
6
UBS Group
Switzerland
$10.8M +$457K +32,857 +4%
PCM
7
Penserra Capital Management
California
$10.7M -$6.17M -443,892 -36%
Bank of America
8
Bank of America
North Carolina
$5.53M +$69.7K +5,017 +1%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$5.25M +$5.36M +385,342 New
BRWA
10
B. Riley Wealth Advisors
Florida
$4.06M -$249K -17,883 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.82M -$224K -16,150 -5%
LPL Financial
12
LPL Financial
California
$3.77M +$352K +25,356 +10%
First Trust Advisors
13
First Trust Advisors
Illinois
$3.07M -$17.4K -1,255 -0.6%
Cohen & Steers
14
Cohen & Steers
New York
$2.86M +$2.92M +210,000 New
Ameriprise
15
Ameriprise
Minnesota
$2.71M +$180K +12,984 +7%
JG
16
Jefferies Group
New York
$2.67M -$38.5K -2,767 -1%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.65M +$13.4K +964 +0.5%
Stifel Financial
18
Stifel Financial
Missouri
$2.04M -$66.7K -4,797 -3%
GC
19
Guggenheim Capital
Illinois
$2M +$343K +24,647 +20%
RJA
20
Raymond James & Associates
Florida
$1.97M +$99.2K +7,139 +5%
EDRIA
21
Edmonds Duncan Registered Investment Advisors
Kansas
$1.61M -$61.2K -4,402 -4%
6M
22
6 Meridian
Kansas
$1.35M +$1.38M +99,358 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.27M +$32.7K +2,351 +3%
CP
24
Camelot Portfolios
Ohio
$1.23M -$758K -54,528 -38%
PCM
25
Parsons Capital Management
Rhode Island
$1.06M +$636K +45,775 +141%

EMD Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q3 2021, worth a combined $285M — down 4% from $297M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EMD and 15 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 36 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $2.92M. The largest seller was Penserra Capital Management, cutting an estimated $6.17M.

  • 94 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q3 2021, down from 96 in Q2 2021.
  • Funds reported $285M of Western Asset Emerging Markets Debt Fund stock for Q3 2021, down 4% quarter-over-quarter.
  • 15 funds opened new Western Asset Emerging Markets Debt Fund positions in Q3 2021 and 16 closed out, a net change of -1 holder.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q3 2021 was Cohen & Steers, an estimated $2.92M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q3 2021 was Penserra Capital Management, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2021.