Virtus Stone Harbor Emerging Markets Total Income Fund
EDI was delisted on the 15th of December, 2023.
21 hedge funds and large institutions have $4.19M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $3.22M → $4.19M (+$964K)
17% more funds holding
Funds holding: 18 → 21 (+3)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$193K |
| 2 |
LPL Financial
San Diego,
California
|
+$183K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$150K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$76.8K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$49.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$166K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$88.6K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$83.8K |
| 4 |
Morgan Stanley
New York
|
-$33.1K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$27.2K |
EDI Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q4 2022, worth a combined $4.19M — up 30% from $3.22M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EDI positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was SFI Advisors, opening a new position worth an estimated $193K. The largest seller was Bank of America, cutting an estimated $166K.
- 21 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $4.19M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q4 2022, up 30% quarter-over-quarter.
- 5 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q4 2022 was SFI Advisors, an estimated $193K added.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q4 2022 was Bank of America, an estimated $166K sold.
Based on aggregated 13F filings for Q4 2022.