Virtus Stone Harbor Emerging Markets Income Fund
EDF
32 hedge funds and large institutions have $13M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
54% more capital invested
Capital invested by funds: $8.41M → $13M (+$4.54M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
14% more funds holding
Funds holding: 28 → 32 (+4)
4.78% more ownership
Funds ownership: 6.77% → 11.55% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.11M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.32M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$552K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$312K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$436K |
| 2 |
Jane Street
New York
|
-$266K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$121K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$102K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$46.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $4K | +$3.88K | +550 | +4,583% |
|
27
Wells Fargo
San Francisco,
California
| $3K | -$16.5K | -2,344 | -83% |
|
|
BAM
28
Bellevue Asset Management
Bellevue,
Washington
| $3K | – | – | – |
|
|
WWMSC
29
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $1K | -$32.6K | -4,625 | -96% |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $1K | +$706 | +100 | New |
|
|
32
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$436K | -58,510 | Closed |
|
|
33
Jane Street
New York
| – | -$266K | -35,755 | Closed |
|
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$102K | -13,642 | Closed |
|
EDF Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2021, worth a combined $13M — up 54% from $8.41M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EDF positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.11M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $436K sold.
- 32 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2021, up from 28 in Q3 2021.
- Funds reported $13M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2021, up 54% quarter-over-quarter.
- 9 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $4.11M added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2021 was Mirae Asset Global Investments, an estimated $436K sold.
Based on aggregated 13F filings for Q4 2021.