Virtus Stone Harbor Emerging Markets Income Fund
EDF
26 hedge funds and large institutions have $17.1M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more funds holding
Funds holding: 24 → 26 (+2)
0% less ownership
Funds ownership: 8.1% → 8.1% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
17% less capital invested
Capital invested by funds: $20.6M → $17.1M (-$3.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$181K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$167K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$66.3K |
| 4 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$23.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$166K |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$133K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$119K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$56K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.24K | +86 | New |
|
|
27
SEI Investments
Oaks,
Pennsylvania
| – | -$56K | -3,500 | Closed |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| – | -$3.88K | -244 | Closed |
|
EDF Hedge Fund Activity: Q2 2018 in Review
26 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2018, worth a combined $17.1M — down 17% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EDF positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $181K. The largest seller was Royal Bank of Canada, cutting an estimated $166K.
- 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2018, up from 24 in Q1 2018.
- Funds reported $17.1M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2018, down 17% quarter-over-quarter.
- 4 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2018 was Morgan Stanley, an estimated $181K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $166K sold.
Based on aggregated 13F filings for Q2 2018.