Virtus Stone Harbor Emerging Markets Income Fund
EDF
26 hedge funds and large institutions have $9.32M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 5 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
0.31% less ownership
Funds ownership: 12.4% → 12.08% (-0.31%)
3% less capital invested
Capital invested by funds: $9.61M → $9.32M (-$286K)
7% less funds holding
Funds holding: 28 → 26 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$76.7K |
| 2 |
Morgan Stanley
New York
|
+$54.1K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$44.1K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$42.8K |
| 5 |
LPL Financial
San Diego,
California
|
+$31.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$298K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$83.1K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$82.7K |
| 4 |
VF
Virtu Financial
New York
|
-$63K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$47.1K |
EDF Hedge Fund Activity: Q2 2023 in Review
26 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2023, worth a combined $9.32M — down 3% from $9.61M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EDF and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 11 added.
The largest buyer was Independent Financial Group, opening a new position worth an estimated $76.7K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $298K sold.
- 26 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2023, down from 28 in Q1 2023.
- Funds reported $9.32M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2023, down 3% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2023 and 5 closed out, a net change of -2 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2023 was Independent Financial Group, an estimated $76.7K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $298K sold.
Based on aggregated 13F filings for Q2 2023.