Virtus Stone Harbor Emerging Markets Income Fund
EDF
22 hedge funds and large institutions have $12.6M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 21 → 22 (+1)
0.46% less ownership
Funds ownership: 6.11% → 5.65% (-0.46%)
3% less capital invested
Capital invested by funds: $13M → $12.6M (-$362K)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$264K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$175K |
| 3 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
+$157K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$130K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$54.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.29M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$176K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$123K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$115K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$91.4K |
EDF Hedge Fund Activity: Q4 2019 in Review
22 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2019, worth a combined $12.6M — down 2.8% from $13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EDF positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $264K. The largest seller was Ameriprise, cutting an estimated $1.29M.
- 22 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2019, up from 21 in Q3 2019.
- Funds reported $12.6M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2019, down 2.8% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2019 and 2 closed out, a net change of +1 holder.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $264K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2019 was Ameriprise, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2019.