Morgan Stanley, Parametric (EMD) disclose 8.7% holding in emerging markets debt fund
Rhea-AI Filing Summary
Morgan Stanley and Parametric Portfolio Associates LLC reported beneficial ownership of common stock of Western Asset Emerging Markets Debt Fund Inc. on an amended Schedule 13G. They report beneficial ownership of 5,041,719 shares, representing 8.7% of the fund’s common stock.
Both entities report 0 shares with sole voting or dispositive power, and 686,302 shares with shared voting power. They report 5,041,719 shares with shared dispositive power, indicating the stake is held with shared control over voting and disposition among Morgan Stanley’s reporting units and Parametric.
Positive
- None.
Negative
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Key Figures
Shares beneficially owned: 5,041,719 shares
Percent of class: 8.7%
Shared voting power: 686,302 shares
+1 more
4 metrics
Shares beneficially owned
5,041,719 shares
Common stock of Western Asset Emerging Markets Debt Fund Inc. reported on Schedule 13G/A
Percent of class
8.7%
Portion of the fund’s common stock beneficially owned by Morgan Stanley and Parametric
Shared voting power
686,302 shares
Shares over which Morgan Stanley and Parametric report shared power to vote
Shared dispositive power
5,041,719 shares
Shares over which Morgan Stanley and Parametric report shared power to dispose
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Item 3 classification financial
"attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in EMD does Morgan Stanley report on this Schedule 13G/A?
Morgan Stanley reports beneficial ownership of 5,041,719 shares of Western Asset Emerging Markets Debt Fund Inc., representing 8.7% of the common stock, with all voting and dispositive powers reported as shared rather than sole.
How much of EMD’s stock does Parametric Portfolio Associates LLC hold?
Parametric Portfolio Associates LLC is reported with beneficial ownership of 5,041,719 shares of Western Asset Emerging Markets Debt Fund Inc., equal to 8.7% of the common shares, with shared voting and dispositive power over the position.
What does the 8.7% ownership reported in EMD’s Schedule 13G/A represent?
The 8.7% figure represents the portion of Western Asset Emerging Markets Debt Fund Inc.’s common stock that Morgan Stanley and Parametric collectively report as beneficially owned, corresponding to 5,041,719 shares under shared dispositive power.