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EDF

Virtus Stone Harbor Emerging Markets Income Fund

34 hedge funds and large institutions have $13.3M 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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 3134 (+3)

0.55% more ownership

Funds ownership: 9.23%9.79% (+0.55%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

5% less capital invested

Capital invested by funds: $14M → $13.3M (-$691K)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.74M -$262K -52,439 -5%
JWCA
2
J.W. Cole Advisors
Florida
$1.23M +$432K +86,420 +50%
LPL Financial
3
LPL Financial
California
$1.19M -$29.9K -5,967 -2%
KAS
4
Kestra Advisory Services
Texas
$1.04M +$220K +44,033 +25%
WS
5
Wedbush Securities
California
$1.04M +$7.11K +1,422 +0.6%
NA
6
NewEdge Advisors
Louisiana
$916K -$124K -24,841 -11%
MC
7
Moors & Cabot
Massachusetts
$481K -$30K -6,005 -6%
WAM
8
Wolverine Asset Management
Illinois
$425K +$453K +90,485 New
Raymond James Financial
9
Raymond James Financial
Florida
$331K +$352K +70,330 New
UBS Group
10
UBS Group
Switzerland
$281K +$111K +22,237 +59%
ACM
11
Arlington Capital Management
Illinois
$143K +$152K +30,395 New
SA
12
SFI Advisors
New Jersey
$110K -$3.6K -719 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$110K +$117K +23,330 New
MWM
14
Melfa Wealth Management
Massachusetts
$101K
Citadel Advisors
15
Citadel Advisors
Florida
$93.5K +$99.6K +19,899 New
CA
16
CoreCap Advisors
Michigan
$93.4K
NW
17
Naviter Wealth
Arkansas
$87.5K +$93.1K +18,608 New
Jane Street
18
Jane Street
New York
$85.8K +$91.4K +18,262 New
IFG
19
Independent Financial Group
California
$84.1K
CFD
20
Creative Financial Designs
Indiana
$81.4K +$25.4K +5,085 +42%
KPWS
21
Kestra Private Wealth Services
Texas
$77.7K +$11.9K +2,385 +17%
MAG
22
M3 Advisory Group
Massachusetts
$77.2K +$3.02K +604 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$76.8K -$9.23K -1,845 -10%
SFA
24
Sequoia Financial Advisors
Ohio
$76.8K
Stifel Financial
25
Stifel Financial
Missouri
$72.5K +$2.72K +543 +4%

EDF Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2024, worth a combined $13.3M — down 4.9% from $14M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDF positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $453K. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $536K sold.

  • 34 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $13.3M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 10 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2024 was Wolverine Asset Management, an estimated $453K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2024.