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EDF

Virtus Stone Harbor Emerging Markets Income Fund

27 hedge funds and large institutions have $8.96M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0.39% more ownership

Funds ownership: 11.69%12.09% (+0.39%)

4% less funds holding

Funds holding: 2827 (-1)

29% less capital invested

Capital invested by funds: $12.7M → $8.96M (-$3.71M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.23M +$56.5K +10,342 +1%
GC
2
Guggenheim Capital
Illinois
$884K +$119K +21,750 +12%
NA
3
NewEdge Advisors
Louisiana
$814K -$24.6K -4,500 -2%
LPL Financial
4
LPL Financial
California
$622K +$174K +31,874 +29%
WS
5
Wedbush Securities
California
$573K +$351K +64,158 +97%
DAS
6
Dynamic Advisor Solutions
Arizona
$439K -$43.2K -7,904 -7%
Bank of America
7
Bank of America
North Carolina
$176K -$126K -23,002 -37%
CA
8
Cetera Advisors
Colorado
$154K
SA
9
SFI Advisors
New Jersey
$147K +$13.7K +2,500 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$135K +$168K +30,736 New
UBS Group
11
UBS Group
Switzerland
$114K -$51K -9,330 -27%
ASN
12
Advisory Services Network
Georgia
$111K -$24.4K -4,467 -15%
MC
13
Moors & Cabot
Massachusetts
$98K +$29.4K +5,375 +32%
SFM
14
Signet Financial Management
New Jersey
$89K
KPWS
15
Kestra Private Wealth Services
Texas
$81K -$116K -21,157 -53%
Stifel Financial
16
Stifel Financial
Missouri
$80K
CA
17
CoreCap Advisors
Michigan
$66K -$9.76K -1,785 -11%
BRWA
18
B. Riley Wealth Advisors
Florida
$60K
TC
19
TownSquare Capital
Utah
$58K +$3.69K +676 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K -$547 -100 -4%
LC
21
Lindbrook Capital
California
$4K
Wells Fargo
22
Wells Fargo
California
$4K +$66 +12 +1%
TH
23
TCTC Holdings
Texas
$3K
BAM
24
Bellevue Asset Management
Washington
$2K
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.19K +400 New

EDF Hedge Fund Activity: Q2 2022 in Review

27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2022, worth a combined $8.96M — down 29% from $12.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EDF and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.

The largest buyer was Wedbush Securities, adding an estimated $351K. The largest seller was Kovack Advisors, exiting entirely with an estimated $133K sold.

  • 27 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2022, down from 28 in Q1 2022.
  • Funds reported $8.96M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2022, down 29% quarter-over-quarter.
  • 2 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2022 and 3 closed out, a net change of -1 holder.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2022 was Wedbush Securities, an estimated $351K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2022 was Kovack Advisors, an estimated $133K sold.

Based on aggregated 13F filings for Q2 2022.