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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 $37.8M invested in Latin American Discovery Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $36M → $37.8M (+$1.83M)

5% less funds holding

Funds holding: 2019 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
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
$23M -$55.8K -6,346 -0.3%
Lazard Asset Management
2
Lazard Asset Management
New York
$7.33M -$13.5K -1,535 -0.2%
1CP
3
1607 Capital Partners
Virginia
$1.66M
Wells Fargo
4
Wells Fargo
California
$1.28M -$4.18K -476 -0.3%
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.13M
AMI
6
Amica Mutual Insurance
Rhode Island
$1.11M
PVWM
7
Point View Wealth Management
New Jersey
$673K +$4.93K +561 +0.8%
GFM
8
Gramercy Funds Management
Connecticut
$530K -$51K -5,800 -9%
WAM
9
Wolverine Asset Management
Illinois
$344K +$31.4K +3,574 +11%
Stifel Financial
10
Stifel Financial
Missouri
$220K -$13.4K -1,520 -6%
CL
11
CSS LLC
Illinois
$134K +$128K +14,528 New
CRC
12
Curi RMB Capital
Illinois
$116K +$167 +19 +0.2%
SBH
13
Segall Bryant & Hamill
Illinois
$105K
ARMT
14
Amica Retiree Medical Trust
Rhode Island
$102K
UBS Group
15
UBS Group
Switzerland
$39K -$14.2K -1,616 -28%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$25K
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$18K +$10.6K +1,200 +150%
Morgan Stanley
18
Morgan Stanley
New York
$6K
AG
19
Advisor Group
Arizona
$3K +$2.85K +324 New
DA
20
Doliver Advisors
Texas
-$104K -11,843 Closed
AIG
21
American International Group
New York
-$3K -325 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$2K -212 Closed

LDF Hedge Fund Activity: Q2 2016 in Review

19 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q2 2016, worth a combined $37.8M — up 5.1% from $36M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LDF and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was CSS LLC, opening a new position worth an estimated $128K. The largest seller was Doliver Advisors, exiting entirely with an estimated $104K sold.

  • 19 institutional investors held Latin American Discovery Fund (LDF) as of Q2 2016, down from 20 in Q1 2016.
  • Funds reported $37.8M of Latin American Discovery Fund stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 2 funds opened new Latin American Discovery Fund positions in Q2 2016 and 3 closed out, a net change of -1 holder.
  • The largest Latin American Discovery Fund buyer in Q2 2016 was CSS LLC, an estimated $128K added.
  • The largest Latin American Discovery Fund seller in Q2 2016 was Doliver Advisors, an estimated $104K sold.

Based on aggregated 13F filings for Q2 2016.