Virtus Stone Harbor Emerging Markets Income Fund
EDF
30 hedge funds and large institutions have $7.99M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
19% more capital invested
Capital invested by funds: $6.73M → $7.99M (+$1.26M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.37% less ownership
Funds ownership: 6.39% → 6.03% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$587K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$207K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$77.7K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$68.9K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$895K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$243K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$165K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$60K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$54.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $8K | -$478 | -67 | -6% |
|
|
TH
27
TCTC Holdings
Dallas,
Texas
| $5K | – | – | – |
|
|
BAM
28
Bellevue Asset Management
Bellevue,
Washington
| $3K | – | – | – |
|
|
IWC
29
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$165K | -25,453 | Closed |
|
30
Millennium Management
New York
| – | -$95 | -14,666 | Closed |
|
|
WAM
31
Wolverine Asset Management
Chicago,
Illinois
| – | -$60K | -9,344 | Closed |
|
|
BWM
32
BNC Wealth Management
Beaverton,
Oregon
| – | -$5K | -700 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$4K | -600 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$7 | +1 | New |
|
|
TWM
35
Tradition Wealth Management
Edina,
Minnesota
| – | +$7 | +1 | New |
|
EDF Hedge Fund Activity: Q4 2020 in Review
30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2020, worth a combined $7.99M — up 19% from $6.73M a quarter earlier.
Fund positioning in EDF was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 7 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $587K. The largest seller was Morgan Stanley, cutting an estimated $895K.
- 30 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $7.99M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2020, up 19% quarter-over-quarter.
- 6 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2020 and 6 closed out, a net change of 0 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2020 was Kestra Private Wealth Services, an estimated $587K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $895K sold.
Based on aggregated 13F filings for Q4 2020.