Virtus Stone Harbor Emerging Markets Total Income Fund
EDI was delisted on the 15th of December, 2023.
19 hedge funds and large institutions have $18.7M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
12% more funds holding
Funds holding: 17 → 19 (+2)
1% less capital invested
Capital invested by funds: $19M → $18.7M (-$284K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.01M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$264K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$262K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$183K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$930K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$559K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$296K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$12K |
EDI Hedge Fund Activity: Q1 2014 in Review
19 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q1 2014, worth a combined $18.7M — down 1.5% from $19M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EDI positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.01M. The largest seller was Rivernorth Capital Management, cutting an estimated $930K.
- 19 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q1 2014, up from 17 in Q4 2013.
- Funds reported $18.7M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q1 2014, down 1.5% quarter-over-quarter.
- 4 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q1 2014 and 2 closed out, a net change of +2 holders.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q1 2014 was Morgan Stanley, an estimated $1.01M added.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q1 2014 was Rivernorth Capital Management, an estimated $930K sold.
Based on aggregated 13F filings for Q1 2014.