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EMF

Templeton Emerging Markets Fund
EMF

42 hedge funds and large institutions have $58.5M invested in Templeton Emerging Markets Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $53.3M → $58.5M (+$5.27M)

5% more funds holding

Funds holding: 40 → 42 (+2)

0.45% more ownership

Funds ownership: 17.4% → 17.85% (+0.45%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.65M
2
Wells Fargo
Wells Fargo
California
+$1.15M
3
RJA
Raymond James & Associates
Florida
+$430K
4
LPC
Loeb Partners Corp
New York
+$356K
5
TC
TFS Capital
Pennsylvania
+$330K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$2.27M
2
Citigroup
Citigroup
New York
-$778K
3
CNB
City National Bank
California
-$380K
4
DA
Doliver Advisors
Texas
-$289K
5
CCM
Compton Capital Management
Rhode Island
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
26
Compagnie Lombard Odier SCmA
Switzerland
$129K – – –
US Bancorp
27
US Bancorp
Minnesota
$117K -$56.6K -3,179 -33%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$79K -$14.2K -800 -16%
MFS
29
MSI Financial Services
Massachusetts
$57K +$4.93K +277 +10%
AA
30
AlphaMark Advisors
Kentucky
$52K – – –
BCMIO
31
Beacon Capital Management Inc (Ohio)
Ohio
$37K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$35K +$33.8K +1,900 New
CTC
33
Central Trust Company
Missouri
$25K – – –
AIG
34
American International Group
New York
$23.2K -$2.9K -163 -11%
First Manhattan
35
First Manhattan
New York
$21K – – –
Citigroup
36
Citigroup
New York
$20K -$778K -43,706 -98%
VIA
37
Vantage Investment Advisors
Pennsylvania
$14K – – –
Creative Planning
38
Creative Planning
Kansas
$11K -$854 -48 -7%
CFN
39
Cordasco Financial Network
Florida
$11K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$9K – – –
TCOV
41
Trust Company of Vermont
Vermont
$9K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$2.1K +$2.05K +115 New
CNB
43
City National Bank
California
– -$380K -22,357 Closed
DA
44
Doliver Advisors
Texas
– -$289K -17,037 Closed
CCM
45
Compton Capital Management
Rhode Island
– -$193K -11,352 Closed
OIA
46
Optimum Investment Advisors
Illinois
– -$27K -1,600 Closed
MCM
47
Manchester Capital Management
Vermont
– -$3K -200 Closed
1
2

EMF Hedge Fund Activity: Q2 2014 in Review

42 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Templeton Emerging Markets Fund (EMF) for Q2 2014, worth a combined $58.5M — up 9.9% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EMF positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.65M. The largest seller was Lazard Asset Management, cutting an estimated $2.27M.

  • 42 institutional investors held Templeton Emerging Markets Fund (EMF) as of Q2 2014, up from 40 in Q1 2014.
  • Funds reported $58.5M of Templeton Emerging Markets Fund stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 7 funds opened new Templeton Emerging Markets Fund positions in Q2 2014 and 5 closed out, a net change of +2 holders.
  • The largest Templeton Emerging Markets Fund buyer in Q2 2014 was Wolverine Asset Management, an estimated $2.65M added.
  • The largest Templeton Emerging Markets Fund seller in Q2 2014 was Lazard Asset Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2014.