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EDF

Virtus Stone Harbor Emerging Markets Income Fund

26 hedge funds and large institutions have $7.79M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

18% more funds holding

Funds holding: 2226 (+4)

0.94% more ownership

Funds ownership: 5.65%6.59% (+0.94%)

38% less capital invested

Capital invested by funds: $12.6M → $7.79M (-$4.82M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.56M -$447K -38,201 -10%
LCM
2
Landscape Capital Management
New Jersey
$1.12M +$1.76M +150,869 New
Bank of America
3
Bank of America
North Carolina
$730K +$87.4K +7,474 +8%
SFA
4
Sequoia Financial Advisors
Ohio
$372K +$586K +50,129 New
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$357K +$72.6K +6,211 +15%
Ameriprise
6
Ameriprise
Minnesota
$353K -$225K -19,246 -29%
DAS
7
Dynamic Advisor Solutions
Arizona
$309K -$10.1K -864 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$306K +$845K +72,255 New
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$303K -$119K -10,194 -20%
UBS Group
10
UBS Group
Switzerland
$301K -$85.5K -7,306 -15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$140K -$1.56K -133 -0.7%
MC
12
Moors & Cabot
Massachusetts
$129K +$199K +17,050 New
SFM
13
Signet Financial Management
New Jersey
$124K -$19.5K -1,669 -8%
KA
14
Kovack Advisors
Florida
$113K +$179K +15,269 New
Stifel Financial
15
Stifel Financial
Missouri
$106K +$16.7K +1,425 +11%
BW
16
Bison Wealth
Georgia
$91K -$271K -23,189 -65%
NA
17
NewEdge Advisors
Louisiana
$81K +$127K +10,863 New
WS
18
Wedbush Securities
California
$80K +$125K +10,710 New
BRWA
19
B. Riley Wealth Advisors
Florida
$77K -$42.1K -3,600 -26%
CAN
20
Claraphi Advisory Network
United States
$50K -$57.1K -4,883 -42%
Wells Fargo
21
Wells Fargo
California
$41K +$12 +1 +0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18K -$27.3K -2,334 -49%
ASN
23
Advisory Services Network
Georgia
$14K +$21.3K +1,819 New
Citigroup
24
Citigroup
New York
$8K
BAM
25
Bellevue Asset Management
Washington
$2K +$4.68K +400 New

EDF Hedge Fund Activity: Q1 2020 in Review

26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2020, worth a combined $7.79M — down 38% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDF positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 11 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $447K.

  • 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2020, up from 22 in Q4 2019.
  • Funds reported $7.79M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2020, down 38% quarter-over-quarter.
  • 10 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2020 and 4 closed out, a net change of +6 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2020 was Landscape Capital Management, an estimated $1.76M added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $447K sold.

Based on aggregated 13F filings for Q1 2020.