We are live on ! Find out more
EDF

Virtus Stone Harbor Emerging Markets Income Fund

31 hedge funds and large institutions have $8.04M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3031 (+1)

1% more capital invested

Capital invested by funds: $7.99M → $8.04M (+$50.7K)

0.3% less ownership

Funds ownership: 6.03%5.73% (-0.3%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.68M +$214K +25,266 +15%
KPWS
2
Kestra Private Wealth Services
Texas
$1.27M +$25.3K +2,986 +2%
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$781K +$153K +18,000 +24%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$748K +$85.5K +10,078 +13%
Bank of America
5
Bank of America
North Carolina
$591K +$12.4K +1,463 +2%
DAS
6
Dynamic Advisor Solutions
Arizona
$548K +$73.8K +8,704 +15%
GC
7
Guggenheim Capital
Illinois
$415K +$172K +20,248 +70%
UBS Group
8
UBS Group
Switzerland
$291K -$125K -14,684 -30%
WS
9
Wedbush Securities
California
$243K +$245K +28,823 New
SFM
10
Signet Financial Management
New Jersey
$170K
BRWA
11
B. Riley Wealth Advisors
Florida
$168K +$81.9K +9,654 +94%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$156K -$22.9K -2,696 -13%
Stifel Financial
13
Stifel Financial
Missouri
$150K -$68 -8 -0%
MC
14
Moors & Cabot
Massachusetts
$143K -$22.9K -2,700 -13%
ASN
15
Advisory Services Network
Georgia
$143K +$848 +100 +0.6%
TC
16
TownSquare Capital
Utah
$110K -$7.71K -909 -7%
Jane Street
17
Jane Street
New York
$103K +$104K +12,234 New
NA
18
NewEdge Advisors
Louisiana
$91K
Ameriprise
19
Ameriprise
Minnesota
$88K -$190K -22,424 -68%
Osaic Holdings
20
Osaic Holdings
Arizona
$45K +$42 +5 +0.1%
Wells Fargo
21
Wells Fargo
California
$30K -$1.92K -226 -6%
WP
22
WealthShield Partners
North Carolina
$22K +$22.5K +2,648 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K
SWM
24
Spire Wealth Management
Virginia
$13K +$13K +1,528 New
Citigroup
25
Citigroup
New York
$9K

EDF Hedge Fund Activity: Q1 2021 in Review

31 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2021, worth a combined $8.04M — up 0.63% from $7.99M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDF positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $245K. The largest seller was Invesco, exiting entirely with an estimated $844K sold.

  • 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2021, up from 30 in Q4 2020.
  • Funds reported $8.04M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2021, up 0.63% quarter-over-quarter.
  • 8 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2021 was Wedbush Securities, an estimated $245K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2021 was Invesco, an estimated $844K sold.

Based on aggregated 13F filings for Q1 2021.