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LDF

Latin American Discovery Fund

Delisted

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

23 hedge funds and large institutions have $49.5M invested in Latin American Discovery Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding

Funds holding: 2223 (+1)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

2% less capital invested

Capital invested by funds: $50.3M → $49.5M (-$888K)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
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
$27.8M +$1.76M +124,266 +6%
Lazard Asset Management
2
Lazard Asset Management
New York
$12.7M -$198K -13,941 -1%
1CP
3
1607 Capital Partners
Virginia
$2.44M -$95.1K -6,700 -3%
Wells Fargo
4
Wells Fargo
California
$1.49M -$5.39K -380 -0.3%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.23M
AMI
6
Amica Mutual Insurance
Rhode Island
$994K
GFM
7
Gramercy Funds Management
Connecticut
$916K
Stifel Financial
8
Stifel Financial
Missouri
$421K -$5.04K -355 -1%
PVWM
9
Point View Wealth Management
New Jersey
$415K +$55.4K +3,904 +14%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$284K
WAM
11
Wolverine Asset Management
Illinois
$278K +$68.2K +4,803 +29%
SFS
12
Shaker Financial Services
Virginia
$177K -$32.8K -2,313 -15%
SBH
13
Segall Bryant & Hamill
Illinois
$150K
ARMT
14
Amica Retiree Medical Trust
Rhode Island
$79K
U
15
UBS
Switzerland
$38K +$11.5K +808 +38%
Citigroup
16
Citigroup
New York
$26K -$33K -2,327 -54%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$15K +$12.8K +905 +345%
Morgan Stanley
18
Morgan Stanley
New York
$13K
SIA
19
SeaBridge Investment Advisors
New Jersey
$10K
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$10K
AIG
21
American International Group
New York
$4.2K +$14 +1 +0.3%
GSC
22
Ground Swell Capital
South Carolina
$3K +$2.84K +200 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1K

LDF Hedge Fund Activity: Q3 2014 in Review

23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q3 2014, worth a combined $49.5M — down 1.8% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new LDF positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.76M. The largest seller was Lazard Asset Management, cutting an estimated $198K.

  • 23 institutional investors held Latin American Discovery Fund (LDF) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $49.5M of Latin American Discovery Fund stock for Q3 2014, down 1.8% quarter-over-quarter.
  • 1 fund opened new Latin American Discovery Fund positions in Q3 2014 and 0 closed out, a net change of +1 holder.
  • The largest Latin American Discovery Fund buyer in Q3 2014 was City of London Investment Management, an estimated $1.76M added.
  • The largest Latin American Discovery Fund seller in Q3 2014 was Lazard Asset Management, an estimated $198K sold.

Based on aggregated 13F filings for Q3 2014.