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EDF

Virtus Stone Harbor Emerging Markets Income Fund

26 hedge funds and large institutions have $24.6M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

5% more capital invested

Capital invested by funds: $23.5M → $24.6M (+$1.12M)

0.65% less ownership

Funds ownership: 11.65%11% (-0.65%)

10% less funds holding

Funds holding: 2926 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.29M +$486K +35,581 +9%
Bessemer Group
2
Bessemer Group
New Jersey
$3.4M +$205K +15,000 +7%
Invesco
3
Invesco
Georgia
$3.31M +$190K +13,866 +6%
GC
4
Guggenheim Capital
Illinois
$2.87M -$383K -28,028 -12%
BW
5
Bison Wealth
Georgia
$2.48M +$116K +8,490 +5%
Bank of America
6
Bank of America
North Carolina
$1.66M -$75.6K -5,527 -5%
Cohen & Steers
7
Cohen & Steers
New York
$1.53M +$13.7K +1,000 +0.9%
UBS Group
8
UBS Group
Switzerland
$925K +$21.4K +1,565 +2%
Stifel Financial
9
Stifel Financial
Missouri
$664K +$290K +21,238 +83%
VKH
10
Virtu KCG Holdings
New York
$410K +$208K +15,190 +111%
Ameriprise
11
Ameriprise
Minnesota
$354K +$11.9K +874 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$245K +$236K +17,298 New
DC
13
Davenport & Co
Virginia
$152K
Creative Planning
14
Creative Planning
Kansas
$75K +$17.8K +1,304 +33%
NFG
15
Next Financial Group
Texas
$65K +$21.1K +1,544 +51%
GXMC
16
Global X Management Company
New York
$57K +$19.4K +1,421 +55%
Wells Fargo
17
Wells Fargo
California
$26K +$14 +1 +0.1%
Citigroup
18
Citigroup
New York
$21K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19K +$4.05K +296 +28%
MFS
20
MSI Financial Services
Massachusetts
$16K -$193K -14,123 -93%
AG
21
Advisor Group
Arizona
$14K +$13.7K +1,000 New
TRCT
22
Tower Research Capital (TRC)
New York
$10K +$9.27K +678 +3,082%
WEC
23
Winslow Evans & Crocker
Massachusetts
$8.93K -$7.25K -530 -46%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$8K
PCM
25
Penserra Capital Management
California
$2K

EDF Hedge Fund Activity: Q2 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2016, worth a combined $24.6M — up 4.8% from $23.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EDF and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $486K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.69M sold.

  • 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2016, down from 29 in Q1 2016.
  • Funds reported $24.6M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2016, up 4.8% quarter-over-quarter.
  • 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2016 and 6 closed out, a net change of -3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2016 was Morgan Stanley, an estimated $486K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2016 was Rivernorth Capital Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2016.