Virtus Stone Harbor Emerging Markets Total Income Fund
EDI was delisted on the 15th of December, 2023.
16 hedge funds and large institutions have $7.88M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
19% more capital invested
Capital invested by funds: $6.62M → $7.88M (+$1.26M)
16% less funds holding
Funds holding: 19 → 16 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$474K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$42.2K |
| 3 |
FIA
FNY Investment Advisers
New York
|
+$30.4K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.3K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$325K |
| 2 |
Morgan Stanley
New York
|
-$244K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$224K |
| 4 |
Jane Street
New York
|
-$111K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$82K |
EDI Hedge Fund Activity: Q4 2020 in Review
16 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q4 2020, worth a combined $7.88M — up 19% from $6.62M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EDI and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.
The largest buyer was Kestra Advisory Services, adding an estimated $474K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $325K sold.
- 16 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q4 2020, down from 19 in Q3 2020.
- Funds reported $7.88M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q4 2020, up 19% quarter-over-quarter.
- 3 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q4 2020 and 6 closed out, a net change of -3 holders.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $474K added.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q4 2020 was Shaker Financial Services, an estimated $325K sold.
Based on aggregated 13F filings for Q4 2020.