Virtus Stone Harbor Emerging Markets Income Fund
EDF
27 hedge funds and large institutions have $6.29M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 26 → 27 (+1)
1.16% less ownership
Funds ownership: 6.59% → 5.42% (-1.2%)
19% less capital invested
Capital invested by funds: $7.79M → $6.29M (-$1.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$175K |
| 2 |
Walleye Capital
New York
|
+$121K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$92.1K |
| 4 |
Morgan Stanley
New York
|
+$85.1K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$60.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.12M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$372K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$225K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$208K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $2K | +$2.15K | +314 | New |
|
|
LCM
27
Landscape Capital Management
Englewood,
New Jersey
| – | -$1.12M | -150,869 | Closed |
|
|
SFA
28
Sequoia Financial Advisors
Akron,
Ohio
| – | -$372K | -50,129 | Closed |
|
|
BW
29
Bison Wealth
Atlanta,
Georgia
| – | -$91K | -12,296 | Closed |
|
|
CAN
30
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$50K | -6,737 | Closed |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$14K | -1,819 | Closed |
|
|
AIC
32
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -200 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | +$7 | +1 | New |
|
EDF Hedge Fund Activity: Q2 2020 in Review
27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2020, worth a combined $6.29M — down 19% from $7.79M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EDF positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $175K. The largest seller was Landscape Capital Management, exiting entirely with an estimated $1.12M sold.
- 27 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2020, up from 26 in Q1 2020.
- Funds reported $6.29M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2020, down 19% quarter-over-quarter.
- 7 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2020 and 6 closed out, a net change of +1 holder.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2020 was Integrated Wealth Concepts, an estimated $175K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2020 was Landscape Capital Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2020.