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EDI

Virtus Stone Harbor Emerging Markets Total Income Fund

Delisted

EDI was delisted on the 15th of December, 2023.

19 hedge funds and large institutions have $17.2M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

5% less capital invested

Capital invested by funds: $18.1M → $17.2M (-$922K)

14% less funds holding

Funds holding: 2219 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% 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
10
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change

EDI Hedge Fund Activity: Q1 2018 in Review

19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q1 2018, worth a combined $17.2M — down 5.1% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EDI and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $847K. The largest seller was Gramercy Funds Management, exiting entirely with an estimated $864K sold.

  • 19 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q1 2018, down from 22 in Q4 2017.
  • Funds reported $17.2M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 3 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q1 2018 and 6 closed out, a net change of -3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q1 2018 was Baird Financial Group, an estimated $847K added.
  • The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q1 2018 was Gramercy Funds Management, an estimated $864K sold.

Based on aggregated 13F filings for Q1 2018.