Virtus Stone Harbor Emerging Markets Income Fund
EDF
27 hedge funds and large institutions have $8.96M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0.39% more ownership
Funds ownership: 11.69% → 12.09% (+0.39%)
4% less funds holding
Funds holding: 28 → 27 (-1)
29% less capital invested
Capital invested by funds: $12.7M → $8.96M (-$3.71M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$351K |
| 2 |
LPL Financial
San Diego,
California
|
+$174K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$168K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$119K |
| 5 |
Morgan Stanley
New York
|
+$56.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$133K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$126K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$116K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$43.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$33 | +6 | +4% |
|
|
KA
27
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$133K | -20,516 | Closed |
|
|
PGAM
28
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$40K | -6,141 | Closed |
|
|
MCC
29
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$17K | -2,550 | Closed |
|
EDF Hedge Fund Activity: Q2 2022 in Review
27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2022, worth a combined $8.96M — down 29% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EDF and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Wedbush Securities, adding an estimated $351K. The largest seller was Kovack Advisors, exiting entirely with an estimated $133K sold.
- 27 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2022, down from 28 in Q1 2022.
- Funds reported $8.96M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2022, down 29% quarter-over-quarter.
- 2 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2022 and 3 closed out, a net change of -1 holder.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2022 was Wedbush Securities, an estimated $351K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2022 was Kovack Advisors, an estimated $133K sold.
Based on aggregated 13F filings for Q2 2022.