EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

Overview Fund Activity

30 hedge funds and large institutions have $13.9M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$913K
2
Morgan Stanley
2
Morgan Stanley
New York
$5.56M
3
SFA
3
Sequoia Financial Advisors
Ohio
$85.6K
4
LPL Financial
4
LPL Financial
California
$1.35M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$97K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$930K
2
NA
2
NewEdge Advisors
Louisiana
$1.15M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$536K
4
WS
4
Wedbush Securities
California
$1.15M
5
UBS Group
5
UBS Group
Switzerland
$197K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.56M 1,061,822 +20,516 +2%
LPL Financial
2
LPL Financial
California
$1.35M 258,168 +14,878 +6%
NA
3
NewEdge Advisors
Louisiana
$1.15M 219,645 -19,468 -8%
WS
4
Wedbush Securities
California
$1.15M 218,972 -3,208 -1%
KAS
5
Kestra Advisory Services
Texas
$930K 177,524 -48,589 -21%
JWCA
6
J.W. Cole Advisors
Florida
$913K 174,254 +104,181 +149%
MC
7
Moors & Cabot
Massachusetts
$568K 108,430 -2,106 -2%
DAS
8
Dynamic Advisor Solutions
Arizona
$536K 102,242 -4,163 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$305K 58,118 +1,394 +2%
UBS Group
10
UBS Group
Switzerland
$197K 37,517 -2,890 -7%
ASN
11
Advisory Services Network
Georgia
$137K 25,999 – –
SA
12
SFI Advisors
New Jersey
$126K 24,128 -700 -3%
MWM
13
Melfa Wealth Management
Massachusetts
$113K 21,557 – –
CA
14
CoreCap Advisors
Michigan
$104K 19,882 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97K 18,442 +3,500 +23%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$95.3K 18,192 +1,340 +8%
SFA
17
Sequoia Financial Advisors
Ohio
$85.6K 16,345 +16,345 New
MAG
18
M3 Advisory Group
Massachusetts
$82.9K 15,826 +734 +5%
Stifel Financial
19
Stifel Financial
Missouri
$78K 14,888 +10 +0.1%
KPWS
20
Kestra Private Wealth Services
Texas
$74.1K 14,137 +421 +3%
AAS
21
Ameritas Advisory Services
Nebraska
$65.8K 12,556 -1,153 -8%
CFD
22
Creative Financial Designs
Indiana
$64.1K 12,229 +103 +0.8%
RJA
23
Raymond James & Associates
Florida
$54.2K 10,343 – –
Bank of America
24
Bank of America
North Carolina
$35.2K 6,713 +1,730 +35%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.7K 2,611 +8 +0.3%
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