Virtus Stone Harbor Emerging Markets Income Fund
EDF
30 hedge funds and large institutions have $6.73M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
11% more funds holding
Funds holding: 27 → 30 (+3)
7% more capital invested
Capital invested by funds: $6.29M → $6.73M (+$438K)
0.97% more ownership
Funds ownership: 5.42% → 6.39% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$789K |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$127K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$104K |
| 4 |
Millennium Management
New York
|
+$103K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$80.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$404K |
| 2 |
Walleye Capital
New York
|
-$124K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$85K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$71.1K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $4K | +$2.01K | +286 | +91% |
|
|
BAM
27
Bellevue Asset Management
Bellevue,
Washington
| $3K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$19K | -2,700 | -91% |
|
|
29
Millennium Management
New York
| $95 | +$103K | +14,666 | New |
|
|
30
Walleye Capital
New York
| – | -$124K | -17,652 | Closed |
|
|
WS
31
Wedbush Securities
Los Angeles,
California
| – | -$85K | -12,000 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$28K | -3,950 | Closed |
|
|
CHC
33
City Holding Co
Charleston,
West Virginia
| – | +$63 | +9 | New |
|
EDF Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2020, worth a combined $6.73M — up 7% from $6.29M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EDF positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $789K. The largest seller was Morgan Stanley, cutting an estimated $404K.
- 30 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2020, up from 27 in Q2 2020.
- Funds reported $6.73M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2020, up 7% quarter-over-quarter.
- 7 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2020 and 4 closed out, a net change of +3 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2020 was Invesco, an estimated $789K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2020 was Morgan Stanley, an estimated $404K sold.
Based on aggregated 13F filings for Q3 2020.