Virtus Stone Harbor Emerging Markets Income Fund
EDF
22 hedge funds and large institutions have $23M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more capital invested
Capital invested by funds: $21.4M → $23M (+$1.63M)
5% more funds holding
Funds holding: 21 → 22 (+1)
0.07% less ownership
Funds ownership: 9.27% → 9.19% (-0.07%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$992K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$217K |
| 3 |
LPL Financial
San Diego,
California
|
+$165K |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$98.8K |
| 5 |
GXMC
Global X Management Company
New York
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$486K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$416K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$395K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$212K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.5K |
EDF Hedge Fund Activity: Q1 2017 in Review
22 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2017, worth a combined $23M — up 7.6% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EDF positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $992K. The largest seller was Guggenheim Capital, cutting an estimated $486K.
- 22 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2017, up from 21 in Q4 2016.
- Funds reported $23M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2017, up 7.6% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2017 and 1 closed out, a net change of +2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $992K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2017 was Guggenheim Capital, an estimated $486K sold.
Based on aggregated 13F filings for Q1 2017.