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LDF

Latin American Discovery Fund

Delisted

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

20 hedge funds and large institutions have $40.6M invested in Latin American Discovery Fund in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $39M → $40.6M (+$1.67M)

9% less funds holding

Funds holding: 2220 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
5
Closed
3
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
$24.7M +$252K +23,777 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$8.26M -$141K -13,275 -2%
1CP
3
1607 Capital Partners
Virginia
$2.02M +$161K +15,200 +8%
Wells Fargo
4
Wells Fargo
California
$1.47M -$11 -1 -0%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.06M +$96.1K +9,075 +10%
AMI
6
Amica Mutual Insurance
Rhode Island
$916K +$141K +13,355 +18%
GFM
7
Gramercy Funds Management
Connecticut
$819K +$39.9K +3,770 +5%
PVWM
8
Point View Wealth Management
New Jersey
$407K +$55.3K +5,218 +15%
Stifel Financial
9
Stifel Financial
Missouri
$351K -$508 -48 -0.1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$224K
SBH
11
Segall Bryant & Hamill
Illinois
$117K
SFS
12
Shaker Financial Services
Virginia
$116K
ARMT
13
Amica Retiree Medical Trust
Rhode Island
$76K +$15K +1,418 +24%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$71K +$60.9K +5,754 +493%
Citigroup
15
Citigroup
New York
$21K -$13.1K -1,239 -38%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$8K
Morgan Stanley
17
Morgan Stanley
New York
$6K -$18.2K -1,716 -76%
AIG
18
American International Group
New York
$3.33K
TRCT
19
Tower Research Capital (TRC)
New York
$3K +$2.65K +250 New
UBS Group
20
UBS Group
Switzerland
$1K
WAM
21
Wolverine Asset Management
Illinois
-$277K -27,932 Closed
SIA
22
SeaBridge Investment Advisors
New Jersey
-$7K -750 Closed
LTFS
23
Ladenburg Thalmann Financial Services
Florida
-$1K -100 Closed

LDF Hedge Fund Activity: Q2 2015 in Review

20 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q2 2015, worth a combined $40.6M — up 4.3% from $39M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LDF and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was City of London Investment Management, adding an estimated $252K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $277K sold.

  • 20 institutional investors held Latin American Discovery Fund (LDF) as of Q2 2015, down from 22 in Q1 2015.
  • Funds reported $40.6M of Latin American Discovery Fund stock for Q2 2015, up 4.3% quarter-over-quarter.
  • 1 fund opened new Latin American Discovery Fund positions in Q2 2015 and 3 closed out, a net change of -2 holders.
  • The largest Latin American Discovery Fund buyer in Q2 2015 was City of London Investment Management, an estimated $252K added.
  • The largest Latin American Discovery Fund seller in Q2 2015 was Wolverine Asset Management, an estimated $277K sold.

Based on aggregated 13F filings for Q2 2015.