EMD

Western Asset Emerging Markets Debt Fund
EMD

Overview Fund Activity

111 hedge funds and large institutions have $219M invested in Western Asset Emerging Markets Debt Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+13
Holders Change %
+13.27%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
34
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
Cercano Management
Washington
$11.4M
2
Wells Fargo
Wells Fargo
California
$14.1M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
$23.4M
4
LPL Financial
LPL Financial
California
$7.61M
5
Invesco
Invesco
Georgia
$10.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$77.5M
2
RCM
Rivernorth Capital Management
Florida
$6.68M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$644K
4
UBS Group
UBS Group
Switzerland
$2.89M
5
BRWA
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.5M -$14.7M -1,524,447 -16%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.4M +$3.16M +327,811 +16%
Wells Fargo
3
Wells Fargo
California
$14.1M +$6.49M +674,337 +86%
CM
4
Cercano Management
Washington
$11.4M +$11.4M +1,181,316 New
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.8M -$260K -27,071 -2%
Invesco
6
Invesco
Georgia
$10.3M +$1.13M +117,651 +12%
LPL Financial
7
LPL Financial
California
$7.61M +$1.96M +204,050 +35%
RCM
8
Rivernorth Capital Management
Florida
$6.68M -$6.31M -656,074 -49%
PCM
9
Penserra Capital Management
California
$4.9M +$330K +34,303 +7%
AAM
10
Advisors Asset Management
Colorado
$4.84M +$957K +99,437 +25%
RC
11
Rareview Capital
Nevada
$3.64M +$151K +14,814 +4%
Ameriprise
12
Ameriprise
Minnesota
$3.17M +$107K +11,108 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$3.12M +$3.12M +324,481 New
Bank of America
14
Bank of America
North Carolina
$3.02M -$349K -36,254 -10%
UBS Group
15
UBS Group
Switzerland
$2.89M -$1.53M -158,790 -35%
Cohen & Steers
16
Cohen & Steers
New York
$2.6M – – –
GC
17
Guggenheim Capital
Illinois
$2.1M +$138K +14,305 +7%
ASN
18
Advisory Services Network
Georgia
$1.72M +$201K +20,935 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.64M +$70.7K +7,346 +5%
SFS
20
Shaker Financial Services
Virginia
$1.62M +$446K +46,354 +38%
AWM
21
Ariadne Wealth Management
California
$1.21M +$125K +12,496 +11%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.04M +$12.7K +1,319 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$976K +$216K +22,425 +28%
NA
24
NewEdge Advisors
Louisiana
$877K -$9.13K -949 -1%
DADC
25
D.A. Davidson & Co
Montana
$731K +$27.5K +2,862 +4%
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