Who Owns Western Asset Emerging Markets Debt Fund Stock?
NYSE: EMDFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 43.81%
- Held by insiders
- 0.00%
- Institutional holders
- 111
- Institutions 43.8%
- Insiders 0.0%
- Public and other 56.2%
Who owns Western Asset Emerging Markets Debt Fund stock?
Institutional investors own about 43.8% of Western Asset Emerging Markets Debt Fund's shares, spread across 111 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of EMD.
The largest institutional holders are Morgan Stanley (15.57%), Raymond James Financial, Inc. (2.34%) and LPL Financial LLC (1.38%). Together, the top 10 institutions control 26.6% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their EMD positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EMD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 9.05M | 15.57% | +0.5% |
| Raymond James Financial, Inc. | 1.36M | 2.34% | +41.0% |
| LPL Financial LLC | 801.76K | 1.38% | -3.9% |
| Penserra Capital Management LLC | 789.31K | 1.36% | +4.0% |
| Invesco Ltd. | 736.56K | 1.27% | -6.9% |
| Wells Fargo & Company | 698.92K | 1.20% | -6.9% |
| Guggenheim Capital, LLC | 586.30K | 1.01% | +12.5% |
| Bank of America Corporation | 527.91K | 0.91% | +1.1% |
| Allspring Global Investments Holdings, LLC | 465.25K | 0.80% | -12.6% |
| Ameriprise Financial, Inc. | 439.25K | 0.76% | +3.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EMD
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | 785.54K | 1.35% |
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 545.78K | 0.94% |
| Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF | 311.01K | 0.54% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 71.69K | 0.12% |
| Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF | 37.23K | 0.06% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 273 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 96 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Western Asset Emerging Markets Debt Fund?
Morgan Stanley is the largest institutional shareholder of EMD, owning 15.57% of shares outstanding (9.05M shares) as of its latest 13F filing.
What percentage of Western Asset Emerging Markets Debt Fund is owned by institutions?
Institutions own about 43.8% of EMD shares and 43.8% of the public float.
How much of Western Asset Emerging Markets Debt Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of EMD shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.