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EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

34 hedge funds and large institutions have $13.3M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 31 → 34 (+3)

0.55% more ownership

Funds ownership: 9.23% → 9.79% (+0.55%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

5% less capital invested

Capital invested by funds: $14M → $13.3M (-$691K)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$453K
2
JWCA
J.W. Cole Advisors
Florida
+$432K
3
KAS
Kestra Advisory Services
Texas
+$220K
4
ACM
Arlington Capital Management
Illinois
+$152K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$117K

Top Sellers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
-$536K
2
Morgan Stanley
Morgan Stanley
New York
-$262K
3
ASN
Advisory Services Network
Georgia
-$137K
4
NA
NewEdge Advisors
Louisiana
-$124K
5
MC
Moors & Cabot
Massachusetts
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$70K -$17.8K -3,562 -19%
AAS
27
Ameritas Advisory Services
Nebraska
$59K – – –
OCM
28
One Capital Management
California
$55.2K +$58.7K +11,735 New
AWS
29
Atria Wealth Solutions
New York
$52.6K +$56K +11,200 New
Bank of America
30
Bank of America
North Carolina
$23.4K -$8.65K -1,730 -26%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.3K +$40 +8 +0.3%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$7.27K -$110 -22 -1%
MCM
33
MAI Capital Management
Ohio
$4.7K +$5K +1,000 New
TH
34
TCTC Holdings
Texas
$2.82K – – –
Wells Fargo
35
Wells Fargo
California
$2 – – –
DAS
36
Dynamic Advisor Solutions
Arizona
– -$536K -102,242 Closed
ASN
37
Advisory Services Network
Georgia
– -$137K -25,999 Closed
CAS
38
Coppell Advisory Solutions
Texas
– -$13.2K -2,527 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$4.32K -824 Closed
Comerica Bank
40
Comerica Bank
Texas
– -$2.5K -477 Closed
1
2

EDF Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2024, worth a combined $13.3M — down 4.9% from $14M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDF positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $453K. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $536K sold.

  • 34 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $13.3M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 10 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2024 was Wolverine Asset Management, an estimated $453K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2024.