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LDF

Latin American Discovery Fund

Delisted

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

21 hedge funds and large institutions have $43.8M invested in Latin American Discovery Fund in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

9% less funds holding

Funds holding: 2321 (-2)

11% less capital invested

Capital invested by funds: $49.5M → $43.8M (-$5.62M)

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
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
$26.4M +$2.82M +229,814 +11%
Lazard Asset Management
2
Lazard Asset Management
New York
$9.9M -$989K -80,643 -8%
1CP
3
1607 Capital Partners
Virginia
$2.07M
Wells Fargo
4
Wells Fargo
California
$1.46M +$209K +17,025 +15%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.05M
AMI
6
Amica Mutual Insurance
Rhode Island
$845K
GFM
7
Gramercy Funds Management
Connecticut
$652K -$139K -11,345 -16%
PVWM
8
Point View Wealth Management
New Jersey
$381K +$30.2K +2,464 +8%
Stifel Financial
9
Stifel Financial
Missouri
$377K +$21.3K +1,733 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$240K
SFS
11
Shaker Financial Services
Virginia
$144K -$6.54K -533 -4%
SBH
12
Segall Bryant & Hamill
Illinois
$127K
ARMT
13
Amica Retiree Medical Trust
Rhode Island
$67K
Citigroup
14
Citigroup
New York
$24K +$2.59K +211 +11%
UBS Group
15
UBS Group
Switzerland
$21K +$23.4K +1,905 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$13K
Morgan Stanley
17
Morgan Stanley
New York
$12K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$9K
SIA
19
SeaBridge Investment Advisors
New Jersey
$8K
AIG
20
American International Group
New York
$3.57K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1K
WAM
22
Wolverine Asset Management
Illinois
-$278K -21,237 Closed

LDF Hedge Fund Activity: Q4 2014 in Review

21 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q4 2014, worth a combined $43.8M — down 11% from $49.5M a quarter earlier.

Fund positioning in LDF was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.82M. The largest seller was Lazard Asset Management, cutting an estimated $989K.

  • 21 institutional investors held Latin American Discovery Fund (LDF) as of Q4 2014, down from 23 in Q3 2014.
  • Funds reported $43.8M of Latin American Discovery Fund stock for Q4 2014, down 11% quarter-over-quarter.
  • 1 fund opened new Latin American Discovery Fund positions in Q4 2014 and 1 closed out, a net change of 0 holders.
  • The largest Latin American Discovery Fund buyer in Q4 2014 was City of London Investment Management, an estimated $2.82M added.
  • The largest Latin American Discovery Fund seller in Q4 2014 was Lazard Asset Management, an estimated $989K sold.

Based on aggregated 13F filings for Q4 2014.