EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

93 hedge funds and large institutions have $308M invested in Western Asset Emerging Markets Debt Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$16.8M
3
RC
3
Rareview Capital
Nevada
$2.87M
4
AAM
4
Advisors Asset Management
Colorado
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$6.63M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.71M
2
UBS Group
2
UBS Group
Switzerland
$4.92M
3
SAM
3
Simplify Asset Management
Nevada
$0
4
RCM
4
Rivernorth Capital Management
Florida
$14.8M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$180M 19,500,182 +7,919,120 +68%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$16.8M 1,827,226 +1,827,226 New
RCM
3
Rivernorth Capital Management
Florida
$14.8M 1,611,246 -88,736 -5%
PCM
4
Penserra Capital Management
California
$10.8M 1,176,985 +81,457 +7%
Invesco
5
Invesco
Georgia
$8.79M 954,099 +35,230 +4%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$8.21M 891,948 – –
Wells Fargo
7
Wells Fargo
California
$6.63M 719,729 +114,263 +19%
PCM
8
PenderFund Capital Management
British Columbia, Canada
$5.12M 419,136 +11,836 +3%
UBS Group
9
UBS Group
Switzerland
$4.92M 534,422 -162,042 -23%
BRWA
10
B. Riley Wealth Advisors
Florida
$4.7M 510,119 +48,934 +11%
GI
11
Glovista Investments
New Jersey
$4.11M 445,960 -21,668 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.71M 402,304 -420,017 -51%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.66M 397,686 +23,614 +6%
RC
14
Rareview Capital
Nevada
$2.87M 311,651 +311,651 New
LPL Financial
15
LPL Financial
California
$2.8M 304,266 -47,007 -13%
Ameriprise
16
Ameriprise
Minnesota
$2.78M 301,805 -12,282 -4%
Bank of America
17
Bank of America
North Carolina
$2.63M 285,336 +15,583 +6%
Cohen & Steers
18
Cohen & Steers
New York
$2.4M 260,000 – –
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.28M 247,828 -32,061 -11%
GC
20
Guggenheim Capital
Illinois
$2.14M 232,146 -21,030 -8%
RJA
21
Raymond James & Associates
Florida
$1.4M 151,799 -1,552 -1%
AAM
22
Advisors Asset Management
Colorado
$1.37M 149,270 +139,270 +1,393%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.35M 146,479 -18,164 -11%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.15M 124,962 -8,176 -6%
PMAM
25
Penn Mutual Asset Management
Pennsylvania
$1.05M 114,079 – –
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