Virtus Stone Harbor Emerging Markets Income Fund
EDF
22 hedge funds and large institutions have $22.1M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
0.59% less ownership
Funds ownership: 8.87% → 8.28% (-0.59%)
1% less capital invested
Capital invested by funds: $22.3M → $22.1M (-$184K)
8% less funds holding
Funds holding: 24 → 22 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$297K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$176K |
| 4 |
YWP
YorkBridge Wealth Partners
New York
|
+$22K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.93M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$664K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$611K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$376K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$251K |
EDF Hedge Fund Activity: Q3 2017 in Review
22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2017, worth a combined $22.1M — down 0.83% from $22.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EDF and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.17M. The largest seller was Morgan Stanley, cutting an estimated $3.93M.
- 22 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2017, down from 24 in Q2 2017.
- Funds reported $22.1M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2017, down 0.83% quarter-over-quarter.
- 2 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2017 and 4 closed out, a net change of -2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2017 was Royal Bank of Canada, an estimated $4.17M added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2017 was Morgan Stanley, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2017.