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LDF

Latin American Discovery Fund

Delisted

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

19 hedge funds and large institutions have $32M invested in Latin American Discovery Fund in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

5% less funds holding

Funds holding: 2019 (-1)

21% less capital invested

Capital invested by funds: $40.6M → $32M (-$8.65M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
5
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
$19.5M +$746K +82,994 +3%
Lazard Asset Management
2
Lazard Asset Management
New York
$6.11M -$183K -20,408 -3%
1CP
3
1607 Capital Partners
Virginia
$1.53M -$12.1K -1,352 -0.7%
Wells Fargo
4
Wells Fargo
California
$1.11M -$16.1K -1,790 -1%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$958K +$167K +18,613 +18%
AMI
6
Amica Mutual Insurance
Rhode Island
$945K +$278K +30,922 +35%
GFM
7
Gramercy Funds Management
Connecticut
$627K
PVWM
8
Point View Wealth Management
New Jersey
$380K +$77.7K +8,645 +22%
Stifel Financial
9
Stifel Financial
Missouri
$286K +$19.3K +2,149 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$172K
SBH
11
Segall Bryant & Hamill
Illinois
$90K
ARMT
12
Amica Retiree Medical Trust
Rhode Island
$87K +$32.2K +3,583 +48%
UBS Group
13
UBS Group
Switzerland
$76K +$86.3K +9,604 +9,604%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$54K
IWC
15
Integrated Wealth Counsel
California
$14K
Citigroup
16
Citigroup
New York
$6K -$11.6K -1,293 -65%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$6K
Morgan Stanley
18
Morgan Stanley
New York
$4K
AIG
19
American International Group
New York
$3K
TRCT
20
Tower Research Capital (TRC)
New York
$1K -$988 -110 -44%
SFS
21
Shaker Financial Services
Virginia
-$116K -11,332 Closed

LDF Hedge Fund Activity: Q3 2015 in Review

19 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q3 2015, worth a combined $32M — down 21% from $40.6M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of LDF and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was City of London Investment Management, adding an estimated $746K. The largest seller was Lazard Asset Management, cutting an estimated $183K.

  • 19 institutional investors held Latin American Discovery Fund (LDF) as of Q3 2015, down from 20 in Q2 2015.
  • Funds reported $32M of Latin American Discovery Fund stock for Q3 2015, down 21% quarter-over-quarter.
  • 0 funds opened new Latin American Discovery Fund positions in Q3 2015 and 1 closed out, a net change of -1 holder.
  • The largest Latin American Discovery Fund buyer in Q3 2015 was City of London Investment Management, an estimated $746K added.
  • The largest Latin American Discovery Fund seller in Q3 2015 was Lazard Asset Management, an estimated $183K sold.

Based on aggregated 13F filings for Q3 2015.