Virtus Stone Harbor Emerging Markets Income Fund
EDF
35 hedge funds and large institutions have $13.7M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 11 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
11% more capital invested
Capital invested by funds: $12.4M → $13.7M (+$1.31M)
1.15% less ownership
Funds ownership: 9.87% → 8.72% (-1.2%)
15% less funds holding
Funds holding: 41 → 35 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$967K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$108K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$103K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$98.3K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$73.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.28M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$322K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$310K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$194K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$167K |
EDF Hedge Fund Activity: Q1 2024 in Review
35 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2024, worth a combined $13.7M — up 11% from $12.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EDF and 5 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $967K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.28M sold.
- 35 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2024, down from 41 in Q4 2023.
- Funds reported $13.7M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 5 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2024 and 11 closed out, a net change of -6 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2024 was Morgan Stanley, an estimated $967K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2024 was Wolverine Asset Management, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2024.