Virtus Stone Harbor Emerging Markets Income Fund
EDF
31 hedge funds and large institutions have $8.04M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 30 → 31 (+1)
1% more capital invested
Capital invested by funds: $7.99M → $8.04M (+$50.7K)
0.3% less ownership
Funds ownership: 6.03% → 5.73% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$245K |
| 2 |
Morgan Stanley
New York
|
+$214K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$172K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$153K |
| 5 |
Jane Street
New York
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$844K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$190K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$125K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$106K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
26
TCTC Holdings
Dallas,
Texas
| $5K | – | – | – |
|
|
WWMSC
27
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $4K | +$4.24K | +500 | New |
|
|
BAM
28
Bellevue Asset Management
Bellevue,
Washington
| $3K | – | – | – |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| $1.68K | +$1.7K | +200 | New |
|
|
PAM
30
Panagora Asset Management
Boston,
Massachusetts
| $1K | +$543 | +64 | New |
|
|
31
Invesco
Atlanta,
Georgia
| – | -$844K | -104,503 | Closed |
|
|
KA
32
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$106K | -13,165 | Closed |
|
|
FIA
33
FNY Investment Advisers
New York
| – | -$36K | -4,550 | Closed |
|
|
CTB
34
Country Trust Bank
Bloomington,
Illinois
| – | -$12K | -1,430 | Closed |
|
|
EVM
35
Eaton Vance Management
Boston,
Massachusetts
| – | +$34 | +4 | New |
|
EDF Hedge Fund Activity: Q1 2021 in Review
31 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2021, worth a combined $8.04M — up 0.63% from $7.99M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EDF positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Wedbush Securities, opening a new position worth an estimated $245K. The largest seller was Invesco, exiting entirely with an estimated $844K sold.
- 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $8.04M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2021, up 0.63% quarter-over-quarter.
- 8 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2021 and 6 closed out, a net change of +2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2021 was Wedbush Securities, an estimated $245K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2021 was Invesco, an estimated $844K sold.
Based on aggregated 13F filings for Q1 2021.