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TEI

Templeton Emerging Markets Income Fund

66 hedge funds and large institutions have $77.9M invested in Templeton Emerging Markets Income Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.09% less ownership

Funds ownership: 11.57%11.48% (-0.09%)

5% less capital invested

Capital invested by funds: $81.9M → $77.9M (-$4.05M)

1% less funds holding

Funds holding: 6766 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
26
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M -$4.33M -304,709 -21%
GC
2
Guggenheim Capital
Illinois
$6.17M +$5.56M +391,005 +945%
Invesco
3
Invesco
Georgia
$5.45M +$677K +47,621 +14%
Wells Fargo
4
Wells Fargo
California
$4.58M -$796K -55,999 -15%
IWC
5
Integrated Wealth Counsel
California
$4.13M -$3.12M -219,945 -43%
LPL Financial
6
LPL Financial
California
$3.77M +$102K +7,144 +3%
Bank of America
7
Bank of America
North Carolina
$3.68M +$7.84K +552 +0.2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.6M +$3.1M +218,409 +641%
Ameriprise
9
Ameriprise
Minnesota
$3.3M +$557K +39,226 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.87M -$56.3K -3,966 -2%
FAAS
11
First Allied Advisory Services
California
$2.79M +$96.3K +6,780 +3%
FAAM
12
First Allied Asset Management
California
$2.46M -$812K -57,118 -24%
Deutsche Bank
13
Deutsche Bank
Germany
$2.06M +$1.07M +75,321 +109%
RJA
14
Raymond James & Associates
Florida
$1.83M +$955K +67,218 +110%
CS
15
Credit Suisse
Switzerland
$1.68M -$256K -18,050 -13%
WCM
16
Windsor Capital Management
Arizona
$1.53M +$64.9K +4,568 +4%
U
17
UBS
Switzerland
$1.26M -$769K -54,112 -38%
HC
18
Highmount Capital
New York
$1.02M +$71K +5,000 +7%
HK
19
Horizon Kinetics
New York
$986K -$12.7K -897 -1%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$961K +$28.4K +2,000 +3%
PI
21
Placemark Investments
Illinois
$496K -$38.6K -2,720 -7%
FFA
22
First Foundation Advisors
California
$480K +$477K +33,581 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$403K -$26.5K -1,862 -6%
CAN
24
Cetera Advisor Networks
California
$392K +$190K +13,346 +94%
Jane Street
25
Jane Street
New York
$378K +$377K +26,502 New

TEI Hedge Fund Activity: Q3 2013 in Review

66 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Templeton Emerging Markets Income Fund (TEI) for Q3 2013, worth a combined $77.9M — down 4.9% from $81.9M a quarter earlier.

Fund positioning in TEI was balanced in Q3 2013: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 19 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $5.56M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 66 institutional investors held Templeton Emerging Markets Income Fund (TEI) as of Q3 2013, down from 67 in Q2 2013.
  • Funds reported $77.9M of Templeton Emerging Markets Income Fund stock for Q3 2013, down 4.9% quarter-over-quarter.
  • 8 funds opened new Templeton Emerging Markets Income Fund positions in Q3 2013 and 8 closed out, a net change of 0 holders.
  • The largest Templeton Emerging Markets Income Fund buyer in Q3 2013 was Guggenheim Capital, an estimated $5.56M added.
  • The largest Templeton Emerging Markets Income Fund seller in Q3 2013 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2013.