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TEI

Templeton Emerging Markets Income Fund
TEI

91 hedge funds and large institutions have $73.5M invested in Templeton Emerging Markets Income Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 85 → 91 (+6)

2.16% more ownership

Funds ownership: 28.05% → 30.21% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

4% less capital invested

Capital invested by funds: $77M → $73.5M (-$3.44M)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
31
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.66M
2
RCM
Rivernorth Capital Management
Florida
+$708K
3
Invesco
Invesco
Georgia
+$631K
4
ECM
Evergreen Capital Management
Washington
+$631K
5
SAI
Savvy Advisors Inc
New York
+$611K

Top Sellers

Rank Fund Capital Flow
1
FFA
Farther Finance Advisors
California
-$615K
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$598K
3
WW
Waterfront Wealth
Kansas
-$506K
4
Morgan Stanley
Morgan Stanley
New York
-$412K
5
KAS
Kestra Advisory Services
Texas
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$15.4K -$11.6K -2,118 -41%
SAM
77
Synergy Asset Management
Washington
$11.7K +$10.9K +2,000 New
CA
78
Clearstead Advisors
Ohio
$10.7K – – –
WA
79
WPG Advisers
Maryland
$10.3K +$11K +2,008 New
Bessemer Group
80
Bessemer Group
New Jersey
$8K +$164 +30 +2%
HI
81
Harbour Investments
Wisconsin
$7.83K -$4.83K -885 -37%
GWM
82
Geneos Wealth Management
Colorado
$7.07K -$677 -124 -8%
TCM
83
TD Capital Management
Tennessee
$6.12K +$175 +32 +3%
HC
84
Hara Capital
Washington
$5.75K -$13K -2,380 -68%
BC
85
Broadwater Capital
Massachusetts
$2.68K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BAM
87
Byrne Asset Management
New Jersey
$1.54K – – –
PWA
88
Physician Wealth Advisors
Utah
$1.03K +$1.09K +200 New
AF
89
Allworth Financial
California
$863 +$27 +5 +3%
AssetMark Inc
90
AssetMark Inc
California
$723 -$104 -19 -12%
CAM
91
Creekmur Asset Management
Illinois
$15 – – –
PIWA
92
Prevail Innovative Wealth Advisors
Kansas
– -$598K -102,525 Closed
KAS
93
Kestra Advisory Services
Texas
– -$308K -52,873 Closed
ARC
94
Advisor Resource Council
Texas
– -$254K -43,585 Closed
WHCFA
95
William Howard & Co Financial Advisors
Tennessee
– -$125K -21,415 Closed
WAP
96
Wealthcare Advisory Partners
Pennsylvania
– -$75.2K -12,892 Closed
ASN
97
Advisory Services Network
Georgia
– -$68K -12,754 Closed
CT
98
Colonial Trust
South Carolina
– -$5.27K -906 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– -$1.74K -299 Closed
1 2 3
4

TEI Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Templeton Emerging Markets Income Fund (TEI) for Q4 2024, worth a combined $73.5M — down 4.5% from $77M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TEI positions and 8 closed out — a net gain of 8 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.66M. The largest seller was Farther Finance Advisors, cutting an estimated $615K.

  • 91 institutional investors held Templeton Emerging Markets Income Fund (TEI) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $73.5M of Templeton Emerging Markets Income Fund stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 16 funds opened new Templeton Emerging Markets Income Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Templeton Emerging Markets Income Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $1.66M added.
  • The largest Templeton Emerging Markets Income Fund seller in Q4 2024 was Farther Finance Advisors, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2024.