EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

Overview Fund Activity

33 hedge funds and large institutions have $13.2M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$425K
2
JWCA
2
J.W. Cole Advisors
Florida
$1.23M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331K
4
KAS
4
Kestra Advisory Services
Texas
$1.04M
5
ACM
5
Arlington Capital Management
Illinois
$143K

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.74M
3
ASN
3
Advisory Services Network
Georgia
$0
4
NA
4
NewEdge Advisors
Louisiana
$916K
5
MC
5
Moors & Cabot
Massachusetts
$481K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.74M 1,009,383 -52,439 -5%
JWCA
2
J.W. Cole Advisors
Florida
$1.23M 260,674 +86,420 +50%
LPL Financial
3
LPL Financial
California
$1.19M 252,201 -5,967 -2%
KAS
4
Kestra Advisory Services
Texas
$1.04M 221,557 +44,033 +25%
WS
5
Wedbush Securities
California
$1.04M 220,394 +1,422 +0.6%
NA
6
NewEdge Advisors
Louisiana
$916K 194,804 -24,841 -11%
MC
7
Moors & Cabot
Massachusetts
$481K 102,425 -6,005 -6%
WAM
8
Wolverine Asset Management
Illinois
$425K 90,485 +90,485 New
Raymond James Financial
9
Raymond James Financial
Florida
$331K 70,330 +70,330 New
UBS Group
10
UBS Group
Switzerland
$281K 59,754 +22,237 +59%
ACM
11
Arlington Capital Management
Illinois
$143K 30,395 +30,395 New
SA
12
SFI Advisors
New Jersey
$110K 23,409 -719 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$110K 23,330 +23,330 New
MWM
14
Melfa Wealth Management
Massachusetts
$101K 21,557 – –
Citadel Advisors
15
Citadel Advisors
Florida
$93.5K 19,899 +19,899 New
CA
16
CoreCap Advisors
Michigan
$93.4K 19,882 – –
NW
17
Naviter Wealth
Arkansas
$87.5K 18,608 +18,608 New
Jane Street
18
Jane Street
New York
$85.8K 18,262 +18,262 New
CFD
19
Creative Financial Designs
Indiana
$81.4K 17,314 +5,085 +42%
KPWS
20
Kestra Private Wealth Services
Texas
$77.7K 16,522 +2,385 +17%
MAG
21
M3 Advisory Group
Massachusetts
$77.2K 16,430 +604 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$76.8K 16,347 -1,845 -10%
SFA
23
Sequoia Financial Advisors
Ohio
$76.8K 16,345 – –
Stifel Financial
24
Stifel Financial
Missouri
$72.5K 15,431 +543 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$70K 14,880 -3,562 -19%
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