Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET EMERGING MKTS (EMD)

92 + Investors. Track Smart Money conviction in EMD. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — EMD

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
92 funds currently hold this stock — 88% of the 3.0-year high of 105 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold EMD compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

52 buying34 selling
Last quarter: 52 funds were net buyers (11 opened a brand new position + 41 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 4 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 24% medium 10% new
61 out of 92 hedge funds have held EMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

21 → 11 → 4 → 12 → 11 new funds/Q
New funds entering each quarter: 11 → 4 → 12 → 11. A growing number of institutions are discovering EMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 12% 1-2yr 18% new
Of 92 current holders: 64 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
10 of 92 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EMD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EMD

How many hedge funds hold EMD — quarterly history vs. share price
Quarterly hedge fund ownership of EMD vs. share price

Market Analysis: EMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EMD
2026 Q1 Stats Unlock in 14 days 92 + Investors

Track Smart Money conviction in EMD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 92 -
13F Shares 21M 21M -3.22%
Total Value $219M $220M -0.34%
New Positions 11 12 -1
Increased Positions 41 31 +10
Closed Positions 11 11 -
Reduced Positions 23 31 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMD. Verified SEC 13F-HR filings.

Top 25 institutional holders of EMD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.69% 286,804 $2.9M
2 Comprehensive Money Management Services LLC 0.51% 79,335 $779K
3 Uncommon Cents Investing LLC 0.31% 136,046 $1.3M
4 ACCREDITED INVESTOR SERVICES, LLC 0.21% 32,577 $320K
5 Samalin Investment Counsel, LLC 0.15% 44,360 $436K
6 Titiun Yejiel 0.15% 12,000 $128K
7 Mission Hills Financial Advisory, LLC 0.06% 11,570 $114K
8 WPG Advisers, LLC 0.04% 5,472 $54K
9 Waterfront Wealth Inc. 0.02% 10,747 $106K
10 Mutual Advisors, LLC 0.02% 85,053 $835K
11 Occidental Asset Management, LLC 0.01% 12,390 $122K
12 WOLVERINE ASSET MANAGEMENT LLC 0.01% 134,125 $1.3M
13 Sowell Financial Services LLC 0.01% 25,175 $247K
14 Allspring Global Investments Holdings, LLC 0.01% 532,373 $5.2M
15 WEDBUSH SECURITIES INC 0.01% 23,042
16 D.A. DAVIDSON & CO. 0.01% 105,792 $1.0M
17 EVOLVE PRIVATE WEALTH, LLC 0.01% 11,632 $114K
18 Apollon Wealth Management, LLC 0.00% 27,492 $270K
19 STEPHENS INC /AR/ 0.00% 28,028 $275K
20 Merit Financial Group, LLC 0.00% 44,204 $434K
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 5,000 $49K
22 Noble Wealth Management PBC 0.00% 500 $5K
23 PARK AVENUE SECURITIES LLC 0.00% 29,309
24 Concurrent Investment Advisors, LLC 0.00% 19,832 $195K
25 Janney Montgomery Scott LLC 0.00% 69,423
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN ASSET EMERGING MKTS (EMD)

What does the Smart Money Trend signal show for EMD?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EMD?

More buyers than sellers — 60% buying: Last quarter: 52 funds were net buyers (11 opened a brand new position + 41 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMD holders?

Elite ownership — 64% AUM from top-100 funds: 10 of 92 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EMD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMD?

66% of holders stayed for 2+ years: 61 out of 92 hedge funds have held EMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.