Virtus Stone Harbor Emerging Markets Income Fund
EDF
26 hedge funds and large institutions have $13.2M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
1.35% less ownership
Funds ownership: 8.73% → 7.38% (-1.3%)
10% less funds holding
Funds holding: 29 → 26 (-3)
27% less capital invested
Capital invested by funds: $18.2M → $13.2M (-$4.97M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$370K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$308K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$259K |
| 4 |
Morgan Stanley
New York
|
+$203K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.97M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.16M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$271K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$211K |
EDF Hedge Fund Activity: Q4 2018 in Review
26 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2018, worth a combined $13.2M — down 27% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EDF and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 12 added.
The largest buyer was Ameriprise, adding an estimated $370K. The largest seller was Royal Bank of Canada, cutting an estimated $1.97M.
- 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2018, down from 29 in Q3 2018.
- Funds reported $13.2M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2018, down 27% quarter-over-quarter.
- 5 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2018 and 7 closed out, a net change of -2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2018 was Ameriprise, an estimated $370K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2018 was Royal Bank of Canada, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2018.