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EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

30 hedge funds and large institutions have $6.73M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

11% more funds holding

Funds holding: 27 → 30 (+3)

7% more capital invested

Capital invested by funds: $6.29M → $6.73M (+$438K)

0.97% more ownership

Funds ownership: 5.42% → 6.39% (+0.97%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$789K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$127K
3
TC
TownSquare Capital
Utah
+$104K
4
Millennium Management
Millennium Management
New York
+$103K
5
ASN
Advisory Services Network
Georgia
+$80.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$404K
2
Walleye Capital
Walleye Capital
New York
-$124K
3
WS
Wedbush Securities
California
-$85K
4
Bank of America
Bank of America
North Carolina
-$71.1K
5
MC
Moors & Cabot
Massachusetts
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.94M -$404K -57,411 -16%
Invesco
2
Invesco
Georgia
$727K +$789K +112,196 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$468K +$127K +18,110 +33%
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$460K +$80.1K +11,400 +20%
KPWS
5
Kestra Private Wealth Services
Texas
$425K +$461K +65,592 New
Bank of America
6
Bank of America
North Carolina
$375K -$71.1K -10,108 -15%
DAS
7
Dynamic Advisor Solutions
Arizona
$359K +$80K +11,382 +26%
UBS Group
8
UBS Group
Switzerland
$297K +$33.2K +4,726 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$255K – – –
Ameriprise
10
Ameriprise
Minnesota
$250K -$7.35K -1,046 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$165K – – –
SFM
12
Signet Financial Management
New Jersey
$132K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$132K +$4.6K +654 +3%
MC
14
Moors & Cabot
Massachusetts
$119K -$46K -6,550 -26%
Stifel Financial
15
Stifel Financial
Missouri
$109K -$506 -72 -0.4%
KA
16
Kovack Advisors
Florida
$100K +$3.15K +448 +3%
TC
17
TownSquare Capital
Utah
$94K +$104K +14,736 New
ASN
18
Advisory Services Network
Georgia
$74K +$80.5K +11,451 New
NA
19
NewEdge Advisors
Louisiana
$70K – – –
BRWA
20
B. Riley Wealth Advisors
Florida
$67K – – –
WAM
21
Wolverine Asset Management
Illinois
$60K +$41.6K +5,911 +172%
Wells Fargo
22
Wells Fargo
California
$24K -$12.6K -1,791 -33%
Citigroup
23
Citigroup
New York
$7K +$14 +2 +0.2%
BWM
24
BNC Wealth Management
Oregon
$5K +$4.92K +700 New
TH
25
TCTC Holdings
Texas
$4K – – –
1
2

EDF Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2020, worth a combined $6.73M — up 7% from $6.29M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EDF positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $789K. The largest seller was Morgan Stanley, cutting an estimated $404K.

  • 30 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2020, up from 27 in Q2 2020.
  • Funds reported $6.73M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2020, up 7% quarter-over-quarter.
  • 7 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2020 was Invesco, an estimated $789K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2020 was Morgan Stanley, an estimated $404K sold.

Based on aggregated 13F filings for Q3 2020.