Virtus Stone Harbor Emerging Markets Income Fund
EDF
31 hedge funds and large institutions have $14M 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.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $13.6M → $14M (+$372K)
0.3% more ownership
Funds ownership: 8.94% → 9.23% (+0.3%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$546K |
| 2 |
Morgan Stanley
New York
|
+$107K |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$85.6K |
| 4 |
LPL Financial
San Diego,
California
|
+$77.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$255K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$102K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$21.8K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$16.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.1K |
EDF Hedge Fund Activity: Q3 2024 in Review
31 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2024, worth a combined $14M — up 2.7% from $13.6M a quarter earlier.
Fund positioning in EDF was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 8 trimmed.
The largest buyer was J.W. Cole Advisors, adding an estimated $546K. The largest seller was Kestra Advisory Services, cutting an estimated $255K.
- 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $14M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2024, up 2.7% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2024 was J.W. Cole Advisors, an estimated $546K added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $255K sold.
Based on aggregated 13F filings for Q3 2024.