We are live on ! Find out more
TEI

Templeton Emerging Markets Income Fund

82 hedge funds and large institutions have $95M invested in Templeton Emerging Markets Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.52% less ownership

Funds ownership: 27.99%26.46% (-1.5%)

6% less funds holding

Funds holding: 8782 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

23% less capital invested

Capital invested by funds: $123M → $95M (-$28.4M)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
22
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$27.2M -$226K -26,057 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$8.26M +$1.51M +173,542 +19%
OIA
3
OneDigital Investment Advisors
Kansas
$8.2M +$558K +64,319 +6%
Invesco
4
Invesco
Georgia
$7.25M +$334K +38,564 +4%
RCM
5
Rivernorth Capital Management
Florida
$4.68M +$4.16M +479,674 +328%
MC
6
Matisse Capital
Oregon
$4.66M +$3.52M +406,008 +187%
AA
7
Ancora Advisors
Ohio
$3.85M -$528K -60,887 -11%
Bank of America
8
Bank of America
North Carolina
$2.67M -$351K -40,483 -10%
Wells Fargo
9
Wells Fargo
California
$2.32M -$148K -17,025 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.12M +$2.46M +283,426 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.86M +$102K +11,775 +5%
PPA
12
Parametric Portfolio Associates
Washington
$1.75M +$1.92M +221,375 +1,856%
LCM
13
Landscape Capital Management
New Jersey
$1.65M -$497K -57,332 -21%
Truist Financial
14
Truist Financial
North Carolina
$1.34M -$37.9K -4,369 -2%
Ameriprise
15
Ameriprise
Minnesota
$1.17M -$179K -20,627 -12%
UBS Group
16
UBS Group
Switzerland
$1.12M -$11.4M -1,309,499 -90%
RJA
17
Raymond James & Associates
Florida
$1.07M +$28K +3,225 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.05M -$122K -14,105 -9%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$1.04M +$325K +37,503 +37%
LPL Financial
20
LPL Financial
California
$842K +$18.7K +2,157 +2%
Goldman Sachs
21
Goldman Sachs
New York
$782K +$906K +104,510 New
RCA
22
Rowland Carmichael Advisors
Arizona
$740K
SI
23
Stephens Inc
Arkansas
$615K +$69K +7,962 +11%
OC
24
Oppenheimer & Co
New York
$485K +$563K +64,870 New
TA
25
TFG Advisers
Michigan
$459K -$45.6K -5,256 -8%

TEI Hedge Fund Activity: Q1 2020 in Review

82 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Templeton Emerging Markets Income Fund (TEI) for Q1 2020, worth a combined $95M — down 23% from $123M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TEI and 14 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 22 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.16M. The largest seller was UBS Group, cutting an estimated $11.4M.

  • 82 institutional investors held Templeton Emerging Markets Income Fund (TEI) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $95M of Templeton Emerging Markets Income Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 14 funds opened new Templeton Emerging Markets Income Fund positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest Templeton Emerging Markets Income Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $4.16M added.
  • The largest Templeton Emerging Markets Income Fund seller in Q1 2020 was UBS Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2020.