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EDF

Virtus Stone Harbor Emerging Markets Income Fund

28 hedge funds and large institutions have $9.61M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $8.89M → $9.61M (+$716K)

0% more funds holding

Funds holding: 2828 (0)

0.13% less ownership

Funds ownership: 12.53%12.4% (-0.13%)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.25M +$64.6K +13,330 +1%
WS
2
Wedbush Securities
California
$716K +$52.7K +10,871 +7%
NA
3
NewEdge Advisors
Louisiana
$694K -$41K -8,450 -5%
LPL Financial
4
LPL Financial
California
$691K -$128K -26,328 -15%
DAS
5
Dynamic Advisor Solutions
Arizona
$518K -$18.8K -3,888 -3%
GC
6
Guggenheim Capital
Illinois
$298K -$105K -21,562 -25%
MC
7
Moors & Cabot
Massachusetts
$234K +$85.7K +17,675 +53%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$126K +$48.5K +10,000 +57%
SA
9
SFI Advisors
New Jersey
$117K
UBS Group
10
UBS Group
Switzerland
$105K -$7.96K -1,643 -7%
ASN
11
Advisory Services Network
Georgia
$97.2K +$11.8K +2,433 +13%
ACM
12
Arlington Capital Management
Illinois
$95.3K -$26.3K -5,422 -21%
SFM
13
Signet Financial Management
New Jersey
$92.5K
Stifel Financial
14
Stifel Financial
Missouri
$85.3K +$446 +92 +0.5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$82.7K +$87.7K +18,092 New
KPWS
16
Kestra Private Wealth Services
Texas
$76.4K +$81.1K +16,726 New
Osaic Holdings
17
Osaic Holdings
Arizona
$68.6K +$51.6K +10,643 +243%
VF
18
Virtu Financial
New York
$63K +$66.8K +13,779 New
BRWA
19
B. Riley Wealth Advisors
Florida
$61.3K -$7.27K -1,500 -10%
CFD
20
Creative Financial Designs
Indiana
$48.4K +$50.9K +10,500 +10,500%
KA
21
Kovack Advisors
Florida
$47.1K +$49.9K +10,300 New
Bank of America
22
Bank of America
North Carolina
$11.5K +$12.2K +2,515 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11K
Wells Fargo
24
Wells Fargo
California
$7.29K +$3.4K +701 +78%
TH
25
TCTC Holdings
Texas
$2.74K

EDF Hedge Fund Activity: Q1 2023 in Review

28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2023, worth a combined $9.61M — up 8% from $8.89M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EDF positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $87.7K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $210K sold.

  • 28 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $9.61M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2023, up 8% quarter-over-quarter.
  • 6 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2023 was Susquehanna International Group, an estimated $87.7K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2023 was Wolverine Asset Management, an estimated $210K sold.

Based on aggregated 13F filings for Q1 2023.