Virtus Stone Harbor Emerging Markets Income Fund
EDF
28 hedge funds and large institutions have $20.8M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
27% more funds holding
Funds holding: 22 → 28 (+6)
0.02% less ownership
Funds ownership: 8.28% → 8.25% (-0.02%)
6% less capital invested
Capital invested by funds: $22.1M → $20.8M (-$1.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$633K |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$292K |
| 3 |
Millennium Management
New York
|
+$283K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$253K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.76M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$295K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$244K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$171K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$138K |
EDF Hedge Fund Activity: Q4 2017 in Review
28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2017, worth a combined $20.8M — down 6% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EDF positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $633K. The largest seller was Morgan Stanley, cutting an estimated $1.76M.
- 28 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $20.8M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2017, down 6% quarter-over-quarter.
- 9 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2017 was Doliver Advisors, an estimated $633K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2017 was Morgan Stanley, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2017.