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EMD

Western Asset Emerging Markets Debt Fund

112 hedge funds and large institutions have $220M invested in Western Asset Emerging Markets Debt Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

14% more funds holding

Funds holding: 98112 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.84% more ownership

Funds ownership: 38.16%39% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $227M → $220M (-$7.22M)

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% 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
25
Increased
34
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.5M -$15.1M -1,524,447 -16%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.4M +$3.25M +327,811 +16%
Wells Fargo
3
Wells Fargo
California
$14.1M +$6.69M +674,337 +86%
CM
4
Cercano Management
Washington
$11.4M +$11.7M +1,181,316 New
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.8M -$269K -27,071 -2%
Invesco
6
Invesco
Georgia
$10.3M +$1.17M +117,651 +12%
LPL Financial
7
LPL Financial
California
$7.61M +$2.02M +204,050 +35%
RCM
8
Rivernorth Capital Management
Florida
$6.68M -$6.51M -656,074 -49%
PCM
9
Penserra Capital Management
California
$4.9M +$340K +34,303 +7%
AAM
10
Advisors Asset Management
Colorado
$4.84M +$987K +99,437 +25%
RC
11
Rareview Capital
Nevada
$3.64M +$147K +14,814 +4%
Ameriprise
12
Ameriprise
Minnesota
$3.17M +$110K +11,108 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$3.12M +$3.22M +324,481 New
Bank of America
14
Bank of America
North Carolina
$3.02M -$360K -36,254 -10%
UBS Group
15
UBS Group
Switzerland
$2.89M -$1.58M -158,790 -35%
Cohen & Steers
16
Cohen & Steers
New York
$2.6M
GC
17
Guggenheim Capital
Illinois
$2.1M +$142K +14,305 +7%
ASN
18
Advisory Services Network
Georgia
$1.72M +$208K +20,935 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.64M +$72.9K +7,346 +5%
SFS
20
Shaker Financial Services
Virginia
$1.62M +$460K +46,354 +38%
AWM
21
Ariadne Wealth Management
California
$1.21M +$124K +12,496 +11%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.04M +$13.1K +1,319 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$976K +$223K +22,425 +28%
NA
24
NewEdge Advisors
Louisiana
$877K -$9.42K -949 -1%
DADC
25
D.A. Davidson & Co
Montana
$731K +$28.4K +2,862 +4%

EMD Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Emerging Markets Debt Fund (EMD) for Q4 2024, worth a combined $220M — down 3.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMD positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Cercano Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 112 institutional investors held Western Asset Emerging Markets Debt Fund (EMD) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $220M of Western Asset Emerging Markets Debt Fund stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 25 funds opened new Western Asset Emerging Markets Debt Fund positions in Q4 2024 and 9 closed out, a net change of +16 holders.
  • The largest Western Asset Emerging Markets Debt Fund buyer in Q4 2024 was Cercano Management, an estimated $11.7M added.
  • The largest Western Asset Emerging Markets Debt Fund seller in Q4 2024 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2024.