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EMD

Western Asset Emerging Markets Debt Fund

95 hedge funds and large institutions have $216M invested in Western Asset Emerging Markets Debt Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $184M → $216M (+$32.4M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

1.02% more ownership

Funds ownership: 37.83%38.86% (+1%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$100M +$5.29M +617,742 +6%
RCM
2
Rivernorth Capital Management
Florida
$16.8M -$4M -467,372 -20%
PCM
3
Penserra Capital Management
California
$10.1M +$854K +99,733 +10%
Invesco
4
Invesco
Georgia
$9.93M +$277K +32,373 +3%
Wells Fargo
5
Wells Fargo
California
$8.27M -$4.74M -554,093 -38%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$7.57M +$390K +45,557 +6%
UBS Group
7
UBS Group
Switzerland
$6.65M -$205K -24,002 -3%
PCM
8
PenderFund Capital Management
British Columbia, Canada
$5.05M +$1.57M +182,853 +81%
BRWA
9
B. Riley Wealth Advisors
Florida
$5.02M +$2.39M +278,698 +102%
Bank of America
10
Bank of America
North Carolina
$4.38M -$863K -100,866 -17%
LPL Financial
11
LPL Financial
California
$2.73M -$66.1K -7,718 -3%
RJA
12
Raymond James & Associates
Florida
$2.65M +$827K +96,667 +50%
GC
13
Guggenheim Capital
Illinois
$2.51M +$280K +32,691 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.5M +$733K +85,628 +45%
LSC
15
Logan Stone Capital
Illinois
$2.49M +$2.11M +246,238 +928%
Cohen & Steers
16
Cohen & Steers
New York
$2.37M
GA
17
GraniteShares Advisors
New York
$2.35M +$280K +32,742 +15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.26M +$166K +19,350 +8%
Ameriprise
19
Ameriprise
Minnesota
$2.22M +$5.43K +635 +0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M -$152K -17,761 -10%
MC
21
Matisse Capital
Oregon
$1.47M +$30.9K +3,611 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.33M +$324K +37,903 +35%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.16M +$10.3K +1,201 +1%
PMAM
24
Penn Mutual Asset Management
Pennsylvania
$1.04M
NA
25
NewEdge Advisors
Louisiana
$911K -$42K -4,911 -5%

EMD Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2022, worth a combined $216M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMD positions and 10 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 $5.29M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 95 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $216M of Western Asset Emerging Markets Debt Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 16 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.29M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.