Virtus Stone Harbor Emerging Markets Total Income Fund
EDI was delisted on the 15th of December, 2023.
19 hedge funds and large institutions have $4.82M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
7% less capital invested
Capital invested by funds: $5.2M → $4.82M (-$380K)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$360K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$133K |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$123K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$53.2K |
| 5 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
+$51.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBWM
Hollow Brook Wealth Management
Katonah,
New York
|
-$540K |
| 2 |
Morgan Stanley
New York
|
-$86K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$85.4K |
| 4 |
SG
StoneX Group
New York
|
-$58.6K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$41K |
EDI Hedge Fund Activity: Q2 2023 in Review
19 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q2 2023, worth a combined $4.82M — down 7.3% from $5.2M a quarter earlier.
Fund positioning in EDI was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 9 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $360K. The largest seller was Hollow Brook Wealth Management, exiting entirely with an estimated $540K sold.
- 19 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $4.82M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q2 2023, down 7.3% quarter-over-quarter.
- 4 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q2 2023 and 4 closed out, a net change of 0 holders.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q2 2023 was Kestra Advisory Services, an estimated $360K added.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q2 2023 was Hollow Brook Wealth Management, an estimated $540K sold.
Based on aggregated 13F filings for Q2 2023.