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LDF

Latin American Discovery Fund

Delisted

LDF was delisted on the 16th of November, 2018.

24 hedge funds and large institutions have $44.3M invested in Latin American Discovery Fund in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

8% more capital invested

Capital invested by funds: $41.1M → $44.3M (+$3.24M)

4% less funds holding

Funds holding: 2524 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$21.2M +$1.02M +75,573 +5%
Lazard Asset Management
2
Lazard Asset Management
New York
$13.7M +$480K +35,601 +4%
1CP
3
1607 Capital Partners
Virginia
$2.5M +$86.5K +6,413 +4%
Wells Fargo
4
Wells Fargo
California
$1.39M +$89K +6,598 +7%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.26M
DT
6
Diversified Trust
Tennessee
$1.02M +$190K +14,100 +24%
AMI
7
Amica Mutual Insurance
Rhode Island
$1.02M
SNC
8
Stifel Nicolaus & Co
Missouri
$488K +$9.54K +707 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$488K
SFS
10
Shaker Financial Services
Virginia
$432K
DA
11
Doliver Advisors
Texas
$261K -$164K -12,152 -39%
GFM
12
Gramercy Funds Management
Connecticut
$215K +$47K +3,485 +29%
SBH
13
Segall Bryant & Hamill
Illinois
$158K
PP
14
Palladium Partners
Virginia
$112K
U
15
UBS
Switzerland
$34K +$17.4K +1,292 +107%
Citigroup
16
Citigroup
New York
$13K -$2.09K -155 -15%
US Bancorp
17
US Bancorp
Minnesota
$12K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$11K
SIA
19
SeaBridge Investment Advisors
New Jersey
$10K
Bank of America
20
Bank of America
North Carolina
$5K -$22.6K -1,677 -84%
Ameriprise
21
Ameriprise
Minnesota
$3K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3K
TRCT
23
Tower Research Capital (TRC)
New York
$3K +$2.59K +192 +457%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1K
NES
25
New England Securities
New York
-$4K -324 Closed

LDF Hedge Fund Activity: Q3 2013 in Review

24 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q3 2013, worth a combined $44.3M — up 7.9% from $41.1M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of LDF and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was City of London Investment Management, adding an estimated $1.02M. The largest seller was Doliver Advisors, cutting an estimated $164K.

  • 24 institutional investors held Latin American Discovery Fund (LDF) as of Q3 2013, down from 25 in Q2 2013.
  • Funds reported $44.3M of Latin American Discovery Fund stock for Q3 2013, up 7.9% quarter-over-quarter.
  • 0 funds opened new Latin American Discovery Fund positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest Latin American Discovery Fund buyer in Q3 2013 was City of London Investment Management, an estimated $1.02M added.
  • The largest Latin American Discovery Fund seller in Q3 2013 was Doliver Advisors, an estimated $164K sold.

Based on aggregated 13F filings for Q3 2013.