Virtus Stone Harbor Emerging Markets Total Income Fund
EDI was delisted on the 15th of December, 2023.
20 hedge funds and large institutions have $3.94M invested in Virtus Stone Harbor Emerging Markets Total Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 19 → 20 (+1)
18% less capital invested
Capital invested by funds: $4.82M → $3.94M (-$884K)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$91.5K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$56.9K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$32.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.5K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$335K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$315K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$136K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$126K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$99.7K |
EDI Hedge Fund Activity: Q3 2023 in Review
20 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) for Q3 2023, worth a combined $3.94M — down 18% from $4.82M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EDI positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $91.5K. The largest seller was Kestra Advisory Services, cutting an estimated $335K.
- 20 institutional investors held Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of Q3 2023, up from 19 in Q2 2023.
- Funds reported $3.94M of Virtus Stone Harbor Emerging Markets Total Income Fund stock for Q3 2023, down 18% quarter-over-quarter.
- 5 funds opened new Virtus Stone Harbor Emerging Markets Total Income Fund positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund buyer in Q3 2023 was Susquehanna International Group, an estimated $91.5K added.
- The largest Virtus Stone Harbor Emerging Markets Total Income Fund seller in Q3 2023 was Kestra Advisory Services, an estimated $335K sold.
Based on aggregated 13F filings for Q3 2023.