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TEI

Templeton Emerging Markets Income Fund

82 hedge funds and large institutions have $102M invested in Templeton Emerging Markets Income Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% more funds holding

Funds holding: 8182 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

4.7% less ownership

Funds ownership: 31.51%26.81% (-4.7%)

8% less capital invested

Capital invested by funds: $111M → $102M (-$8.97M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
30
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$17.3M +$5.11M +655,059 +43%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M -$4.43M -567,594 -31%
RCM
3
Rivernorth Capital Management
Florida
$8.49M -$1.42M -182,466 -15%
OIA
4
OneDigital Investment Advisors
Kansas
$8.1M -$238K -30,485 -3%
Invesco
5
Invesco
Georgia
$7.11M -$1.28K -164 -0%
ECM
6
Evergreen Capital Management
Washington
$6.77M +$3.16M +404,750 +91%
Bank of America
7
Bank of America
North Carolina
$3.27M +$49.5K +6,337 +2%
WW
8
Waterfront Wealth
Kansas
$3.09M -$183K -23,441 -6%
LPL Financial
9
LPL Financial
California
$2.53M +$682K +87,305 +38%
AA
10
Ancora Advisors
Ohio
$2.52M +$5.66K +725 +0.2%
OA
11
Oxbow Advisors
Texas
$2.04M -$158K -20,235 -7%
MC
12
Matisse Capital
Oregon
$1.88M
Osaic Holdings
13
Osaic Holdings
Arizona
$1.78M -$6.53K -836 -0.4%
Wells Fargo
14
Wells Fargo
California
$1.65M +$1.45K +185 +0.1%
SFS
15
Shaker Financial Services
Virginia
$1.65M -$11.3K -1,452 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.63M +$9.39K +1,202 +0.6%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$1.42M +$32.9K +4,213 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.4M +$34.3K +4,399 +3%
Ameriprise
19
Ameriprise
Minnesota
$1.3M +$42.6K +5,461 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.21M +$664 +85 +0.1%
PAS
21
Park Avenue Securities
New York
$992K +$93.8K +12,014 +11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$965K +$29.7K +3,800 +3%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$947K +$336K +43,055 +57%
PHS
24
Pekin Hardy Strauss
Illinois
$860K -$57.5K -7,370 -6%
OC
25
Oppenheimer & Co
New York
$820K +$95.1K +12,180 +13%

TEI Hedge Fund Activity: Q2 2021 in Review

82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Templeton Emerging Markets Income Fund (TEI) for Q2 2021, worth a combined $102M — down 8.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TEI positions and 13 closed out — a net gain of 1 holder — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $5.11M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $16.9M sold.

  • 82 institutional investors held Templeton Emerging Markets Income Fund (TEI) as of Q2 2021, up from 81 in Q1 2021.
  • Funds reported $102M of Templeton Emerging Markets Income Fund stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 14 funds opened new Templeton Emerging Markets Income Fund positions in Q2 2021 and 13 closed out, a net change of +1 holder.
  • The largest Templeton Emerging Markets Income Fund buyer in Q2 2021 was Parametric Portfolio Associates, an estimated $5.11M added.
  • The largest Templeton Emerging Markets Income Fund seller in Q2 2021 was McGowan Group Asset Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.