Virtus Stone Harbor Emerging Markets Income Fund
EDF
20 hedge funds and large institutions have $48.3M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $40.4M → $48.3M (+$7.94M)
18% more funds holding
Funds holding: 17 → 20 (+3)
4.04% more ownership
Funds ownership: 12.74% → 16.78% (+4%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$6.04M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.95M |
| 3 |
Morgan Stanley
New York
|
+$3.2M |
| 4 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$1.47M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.38M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$886K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$326K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$251K |
EDF Hedge Fund Activity: Q4 2013 in Review
20 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2013, worth a combined $48.3M — up 20% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EDF positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $6.04M. The largest seller was UBS, cutting an estimated $1.38M.
- 20 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $48.3M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2013, up 20% quarter-over-quarter.
- 7 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2013 and 3 closed out, a net change of +4 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2013 was Guggenheim Capital, an estimated $6.04M added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2013 was UBS, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2013.