Virtus Stone Harbor Emerging Markets Income Fund
EDF
28 hedge funds and large institutions have $8.89M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $7.59M → $8.89M (+$1.3M)
0.47% more ownership
Funds ownership: 12.06% → 12.53% (+0.47%)
3% less funds holding
Funds holding: 29 → 28 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$374K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$181K |
| 3 |
LPL Financial
San Diego,
California
|
+$106K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$102K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$72.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$220K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$142K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$38.9K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Bellevue Asset Management
Bellevue,
Washington
| $1.68K | – | – | – |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $416 | – | – | – |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $416 | +$389 | +100 | New |
|
|
29
Bank of America
Charlotte,
North Carolina
| – | -$142K | -38,375 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$97K | -26,310 | Closed |
|
|
KPWS
31
Kestra Private Wealth Services
Austin,
Texas
| – | -$37K | -10,062 | Closed |
|
|
WWMSC
32
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$1K | -400 | Closed |
|
EDF Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2022, worth a combined $8.89M — up 17% from $7.59M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EDF and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $374K. The largest seller was Guggenheim Capital, cutting an estimated $220K.
- 28 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2022, down from 29 in Q3 2022.
- Funds reported $8.89M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2022, up 17% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $374K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2022 was Guggenheim Capital, an estimated $220K sold.
Based on aggregated 13F filings for Q4 2022.