Virtus Stone Harbor Emerging Markets Income Fund
EDF
26 hedge funds and large institutions have $7.79M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
18% more funds holding
Funds holding: 22 → 26 (+4)
0.94% more ownership
Funds ownership: 5.65% → 6.59% (+0.94%)
38% less capital invested
Capital invested by funds: $12.6M → $7.79M (-$4.82M)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.76M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$586K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$199K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$179K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$447K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$271K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$225K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$181K |
| 5 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $1K | +$2.34K | +200 | New |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$181K | -13,116 | Closed |
|
|
QFA
28
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$166K | -11,720 | Closed |
|
|
PAM
29
Panagora Asset Management
Boston,
Massachusetts
| – | -$4K | -305 | Closed |
|
EDF Hedge Fund Activity: Q1 2020 in Review
26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2020, worth a combined $7.79M — down 38% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EDF positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 11 trimmed.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $447K.
- 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2020, up from 22 in Q4 2019.
- Funds reported $7.79M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2020, down 38% quarter-over-quarter.
- 10 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2020 and 4 closed out, a net change of +6 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2020 was Landscape Capital Management, an estimated $1.76M added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $447K sold.
Based on aggregated 13F filings for Q1 2020.