We are live on ! Find out more
EDF

Virtus Stone Harbor Emerging Markets Income Fund

31 hedge funds and large institutions have $13.6M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 8.72%8.94% (+0.22%)

0% less capital invested

Capital invested by funds: $13.7M → $13.6M (-$17.8K)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

11% less funds holding

Funds holding: 3531 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% 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
10
Reduced
11
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
$5.49M +$1.16M +215,249 +26%
LPL Financial
2
LPL Financial
California
$1.28M +$364K +67,483 +38%
NA
3
NewEdge Advisors
Louisiana
$1.26M -$79.2K -14,670 -6%
KAS
4
Kestra Advisory Services
Texas
$1.19M -$117K -21,682 -9%
WS
5
Wedbush Securities
California
$1.17M +$97.1K +17,977 +9%
MC
6
Moors & Cabot
Massachusetts
$583K -$137K -25,460 -19%
DAS
7
Dynamic Advisor Solutions
Arizona
$561K -$104K -19,332 -15%
JWCA
8
J.W. Cole Advisors
Florida
$369K +$261K +48,408 +223%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$299K
UBS Group
10
UBS Group
Switzerland
$213K -$117K -21,726 -35%
ASN
11
Advisory Services Network
Georgia
$137K
SA
12
SFI Advisors
New Jersey
$131K -$4.56K -844 -3%
MWM
13
Melfa Wealth Management
Massachusetts
$114K -$28.2K -5,231 -20%
CA
14
CoreCap Advisors
Michigan
$105K
IFG
15
Independent Financial Group
California
$94.3K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$88.8K +$6.23K +1,153 +7%
MAG
17
M3 Advisory Group
Massachusetts
$79.5K +$2.75K +510 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$79K -$5.61K -1,038 -6%
Stifel Financial
19
Stifel Financial
Missouri
$78.4K
KPWS
20
Kestra Private Wealth Services
Texas
$72.3K -$1.12K -208 -1%
AAS
21
Ameritas Advisory Services
Nebraska
$72.2K +$5.4K +1,000 +8%
CFD
22
Creative Financial Designs
Indiana
$63.9K +$389 +72 +0.6%
RJA
23
Raymond James & Associates
Florida
$54.5K
Bank of America
24
Bank of America
North Carolina
$26.3K
Osaic Holdings
25
Osaic Holdings
Arizona
$13.7K -$91.6K -16,962 -87%

EDF Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2024, worth a combined $13.6M — down 0.13% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EDF and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $294K sold.

  • 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2024, down from 35 in Q1 2024.
  • Funds reported $13.6M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2024, down 0.13% quarter-over-quarter.
  • 2 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2024 and 5 closed out, a net change of -3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.16M added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2024 was Arlington Capital Management, an estimated $294K sold.

Based on aggregated 13F filings for Q2 2024.