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EDF

Virtus Stone Harbor Emerging Markets Income Fund

28 hedge funds and large institutions have $9.61M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $8.89M → $9.61M (+$716K)

0% more funds holding

Funds holding: 2828 (0)

0.13% less ownership

Funds ownership: 12.53%12.4% (-0.13%)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$2.68K +$2.91K +600 New
BAM
27
Bellevue Asset Management
Washington
$1.83K
LFG
28
Larson Financial Group
Missouri
$457
WAM
29
Wolverine Asset Management
Illinois
-$210K -50,589 Closed
TC
30
TownSquare Capital
Utah
-$55.1K -13,246 Closed
CA
31
Cetera Advisors
Colorado
-$41.6K -10,000 Closed
MCC
32
Money Concepts Capital
Florida
-$10.6K -2,550 Closed
LC
33
Lindbrook Capital
California
-$4.03K -969 Closed

EDF Hedge Fund Activity: Q1 2023 in Review

28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2023, worth a combined $9.61M — up 8% from $8.89M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EDF positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $87.7K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $210K sold.

  • 28 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $9.61M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2023, up 8% quarter-over-quarter.
  • 6 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2023 was Susquehanna International Group, an estimated $87.7K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2023 was Wolverine Asset Management, an estimated $210K sold.

Based on aggregated 13F filings for Q1 2023.