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EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

31 hedge funds and large institutions have $16M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $13.3M → $16M (+$2.71M)

1.16% more ownership

Funds ownership: 9.79% → 10.94% (+1.2%)

9% less funds holding

Funds holding: 34 → 31 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.79M
2
JWCA
J.W. Cole Advisors
Florida
+$536K
3
DAS
Dynamic Advisor Solutions
Arizona
+$476K
4
IA
Integrity Alliance
Iowa
+$122K
5
LPL Financial
LPL Financial
California
+$107K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$425K
2
KAS
Kestra Advisory Services
Texas
-$284K
3
UBS Group
UBS Group
Switzerland
-$192K
4
ACM
Arlington Capital Management
Illinois
-$143K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$44.3K +$31.3K +6,143 +235%
Bank of America
27
Bank of America
North Carolina
$25.2K – – –
Wells Fargo
28
Wells Fargo
California
$12.3K +$12.3K +2,422 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$11.8K +$11.9K +2,341 New
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$8.86K +$1.04K +204 +13%
TH
31
TCTC Holdings
Texas
$3.04K – – –
WAM
32
Wolverine Asset Management
Illinois
– -$425K -90,485 Closed
ACM
33
Arlington Capital Management
Illinois
– -$143K -30,395 Closed
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
– -$110K -23,330 Closed
Citadel Advisors
35
Citadel Advisors
Florida
– -$93.5K -19,899 Closed
Jane Street
36
Jane Street
New York
– -$85.8K -18,262 Closed
OCM
37
One Capital Management
California
– -$55.2K -11,735 Closed
AWS
38
Atria Wealth Solutions
New York
– -$52.6K -11,200 Closed
MCM
39
MAI Capital Management
Ohio
– -$4.7K -1,000 Closed
1
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EDF Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2025, worth a combined $16M — up 20% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EDF and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $425K sold.

  • 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $16M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2025, up 20% quarter-over-quarter.
  • 5 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.79M added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2025 was Wolverine Asset Management, an estimated $425K sold.

Based on aggregated 13F filings for Q1 2025.