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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 $36M invested in Latin American Discovery Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

21% more capital invested

Capital invested by funds: $29.6M → $36M (+$6.36M)

18% more funds holding

Funds holding: 1720 (+3)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
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
$21.9M +$124K +16,405 +0.7%
Lazard Asset Management
2
Lazard Asset Management
New York
$6.98M +$35.8K +4,748 +0.6%
1CP
3
1607 Capital Partners
Virginia
$1.57M -$99.5K -13,200 -7%
Wells Fargo
4
Wells Fargo
California
$1.22M
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.07M
AMI
6
Amica Mutual Insurance
Rhode Island
$1.05M
PVWM
7
Point View Wealth Management
New Jersey
$634K +$24.6K +3,264 +5%
GFM
8
Gramercy Funds Management
Connecticut
$554K -$124K -16,500 -21%
WAM
9
Wolverine Asset Management
Illinois
$295K +$254K +33,728 New
Stifel Financial
10
Stifel Financial
Missouri
$222K +$2.05K +272 +1%
CRC
11
Curi RMB Capital
Illinois
$110K +$94.4K +12,522 New
DA
12
Doliver Advisors
Texas
$104K +$89.2K +11,843 New
SBH
13
Segall Bryant & Hamill
Illinois
$100K
ARMT
14
Amica Retiree Medical Trust
Rhode Island
$96K
UBS Group
15
UBS Group
Switzerland
$51K -$9.31K -1,236 -18%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$23K -$8.29K -1,100 -29%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$7K
Morgan Stanley
18
Morgan Stanley
New York
$5K
AIG
19
American International Group
New York
$3K +$15 +2 +0.6%
TRCT
20
Tower Research Capital (TRC)
New York
$2K +$844 +112 +112%

LDF Hedge Fund Activity: Q1 2016 in Review

20 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q1 2016, worth a combined $36M — up 21% from $29.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LDF positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $254K. The largest seller was Gramercy Funds Management, cutting an estimated $124K.

  • 20 institutional investors held Latin American Discovery Fund (LDF) as of Q1 2016, up from 17 in Q4 2015.
  • Funds reported $36M of Latin American Discovery Fund stock for Q1 2016, up 21% quarter-over-quarter.
  • 3 funds opened new Latin American Discovery Fund positions in Q1 2016 and 0 closed out, a net change of +3 holders.
  • The largest Latin American Discovery Fund buyer in Q1 2016 was Wolverine Asset Management, an estimated $254K added.
  • The largest Latin American Discovery Fund seller in Q1 2016 was Gramercy Funds Management, an estimated $124K sold.

Based on aggregated 13F filings for Q1 2016.