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LDF

Latin American Discovery Fund

Delisted

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

22 hedge funds and large institutions have $39M invested in Latin American Discovery Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

5% more funds holding

Funds holding: 2122 (+1)

11% less capital invested

Capital invested by funds: $43.8M → $39M (-$4.87M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
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
$23.7M +$442K +41,886 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$8.1M -$752K -71,360 -8%
1CP
3
1607 Capital Partners
Virginia
$1.8M -$46.4K -4,400 -2%
Wells Fargo
4
Wells Fargo
California
$1.41M +$126K +11,972 +9%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$933K
GFM
6
Gramercy Funds Management
Connecticut
$753K +$184K +17,484 +30%
AMI
7
Amica Mutual Insurance
Rhode Island
$752K
PVWM
8
Point View Wealth Management
New Jersey
$341K +$3.08K +292 +0.9%
Stifel Financial
9
Stifel Financial
Missouri
$339K +$3.69K +350 +1%
WAM
10
Wolverine Asset Management
Illinois
$277K +$294K +27,932 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$216K +$2.11K +200 +0.9%
SBH
12
Segall Bryant & Hamill
Illinois
$113K
SFS
13
Shaker Financial Services
Virginia
$112K -$17K -1,615 -12%
ARMT
14
Amica Retiree Medical Trust
Rhode Island
$60K
Citigroup
15
Citigroup
New York
$32K +$10.8K +1,028 +46%
Morgan Stanley
16
Morgan Stanley
New York
$22K +$13.3K +1,266 +126%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$11K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$8K
SIA
19
SeaBridge Investment Advisors
New Jersey
$7K
AIG
20
American International Group
New York
$3.21K +$32 +3 +0.9%
UBS Group
21
UBS Group
Switzerland
$1K -$19K -1,805 -95%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1K

LDF Hedge Fund Activity: Q1 2015 in Review

22 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q1 2015, worth a combined $39M — down 11% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new LDF positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $442K. The largest seller was Lazard Asset Management, cutting an estimated $752K.

  • 22 institutional investors held Latin American Discovery Fund (LDF) as of Q1 2015, up from 21 in Q4 2014.
  • Funds reported $39M of Latin American Discovery Fund stock for Q1 2015, down 11% quarter-over-quarter.
  • 1 fund opened new Latin American Discovery Fund positions in Q1 2015 and 0 closed out, a net change of +1 holder.
  • The largest Latin American Discovery Fund buyer in Q1 2015 was City of London Investment Management, an estimated $442K added.
  • The largest Latin American Discovery Fund seller in Q1 2015 was Lazard Asset Management, an estimated $752K sold.

Based on aggregated 13F filings for Q1 2015.