EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

95 hedge funds and large institutions have $203M invested in Western Asset Emerging Markets Debt Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.74M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
SAM
4
Simplify Asset Management
Nevada
$1.37M
5
CCP
5
Clough Capital Partners
Massachusetts
$510K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.27M
2
PCM
2
PenderFund Capital Management
British Columbia, Canada
$4.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.1M
4
LSC
4
Logan Stone Capital
Illinois
$584K
5
SFS
5
Shaker Financial Services
Virginia
$552K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.1M 11,581,062 -161,863 -1%
RCM
2
Rivernorth Capital Management
Florida
$14.1M 1,699,982 +1,638 +0.1%
PCM
3
Penserra Capital Management
California
$9.09M 1,095,528 -67,619 -6%
Invesco
4
Invesco
Georgia
$7.63M 918,869 -70,101 -7%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$7.4M 891,948 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$6.83M 822,321 +434,862 +112%
UBS Group
7
UBS Group
Switzerland
$5.78M 696,464 +3,338 +0.5%
Wells Fargo
8
Wells Fargo
California
$5.03M 605,466 +13,046 +2%
PCM
9
PenderFund Capital Management
British Columbia, Canada
$4.59M 407,300 -162,809 -29%
GI
10
Glovista Investments
New Jersey
$3.88M 467,628 +87 +0%
BRWA
11
B. Riley Wealth Advisors
Florida
$3.87M 461,185 -76,998 -14%
API
12
Advisor Partners II
California
$3.74M 450,430 +450,430 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.1M 374,072 +174,651 +88%
LPL Financial
14
LPL Financial
California
$2.92M 351,273 -47,317 -12%
Ameriprise
15
Ameriprise
Minnesota
$2.61M 314,087 +17,025 +6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.32M 279,889 +17,100 +7%
Bank of America
17
Bank of America
North Carolina
$2.24M 269,753 -19,696 -7%
Cohen & Steers
18
Cohen & Steers
New York
$2.16M 260,000 – –
GC
19
Guggenheim Capital
Illinois
$2.1M 253,176 -41,033 -14%
SAM
20
Simplify Asset Management
Nevada
$1.37M 165,500 +165,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.37M 164,643 -5,239 -3%
RJA
22
Raymond James & Associates
Florida
$1.27M 153,351 -268,385 -64%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.11M 133,138 – –
PMAM
24
Penn Mutual Asset Management
Pennsylvania
$947K 114,079 – –
NA
25
NewEdge Advisors
Louisiana
$684K 82,400 -13,800 -14%
1
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