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EDF

Virtus Stone Harbor Emerging Markets Income Fund

29 hedge funds and large institutions have $7.59M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 2729 (+2)

0.03% less ownership

Funds ownership: 12.09%12.06% (-0.03%)

15% less capital invested

Capital invested by funds: $8.96M → $7.59M (-$1.36M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.83M +$347K +77,884 +8%
NA
2
NewEdge Advisors
Louisiana
$670K -$15.1K -3,400 -2%
LPL Financial
3
LPL Financial
California
$555K +$39.5K +8,867 +6%
GC
4
Guggenheim Capital
Illinois
$529K -$256K -57,571 -29%
WS
5
Wedbush Securities
California
$469K -$13.1K -2,941 -2%
DAS
6
Dynamic Advisor Solutions
Arizona
$399K +$36.5K +8,192 +8%
Bank of America
7
Bank of America
North Carolina
$142K -$7.13K -1,600 -4%
SA
8
SFI Advisors
New Jersey
$123K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$97K -$19.7K -4,426 -14%
ASN
10
Advisory Services Network
Georgia
$97K +$4.14K +930 +4%
UBS Group
11
UBS Group
Switzerland
$85K -$12K -2,694 -10%
MC
12
Moors & Cabot
Massachusetts
$84K +$1.56K +350 +2%
SFM
13
Signet Financial Management
New Jersey
$75K
CA
14
Cetera Advisors
Colorado
$74K -$66.8K -15,000 -43%
Stifel Financial
15
Stifel Financial
Missouri
$67K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$65K +$77.9K +17,500 New
CA
17
CoreCap Advisors
Michigan
$51K -$5.23K -1,175 -8%
BRWA
18
B. Riley Wealth Advisors
Florida
$50K
TC
19
TownSquare Capital
Utah
$49K
KPWS
20
Kestra Private Wealth Services
Texas
$37K -$37.2K -8,354 -45%
WAM
21
Wolverine Asset Management
Illinois
$14K +$17.9K +4,023 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K
Osaic Holdings
23
Osaic Holdings
Arizona
$5K +$4.49K +1,007 +625%
LC
24
Lindbrook Capital
California
$4K
Wells Fargo
25
Wells Fargo
California
$3K

EDF Hedge Fund Activity: Q3 2022 in Review

29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2022, worth a combined $7.59M — down 15% from $8.96M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EDF positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347K. The largest seller was Guggenheim Capital, cutting an estimated $256K.

  • 29 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2022, up from 27 in Q2 2022.
  • Funds reported $7.59M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 2 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2022 and 0 closed out, a net change of +2 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $347K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $256K sold.

Based on aggregated 13F filings for Q3 2022.