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LDF

Latin American Discovery Fund

Delisted

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

18 hedge funds and large institutions have $39.3M invested in Latin American Discovery Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

6% more funds holding

Funds holding: 1718 (+1)

7% less capital invested

Capital invested by funds: $42.1M → $39.3M (-$2.79M)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
2
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
$21.4M -$1.58M -160,699 -7%
Lazard Asset Management
2
Lazard Asset Management
New York
$7.23M +$501K +51,000 +7%
AMI
3
Amica Mutual Insurance
Rhode Island
$5.44M +$1.76M +178,916 +44%
1CP
4
1607 Capital Partners
Virginia
$1.57M -$76.6K -7,802 -4%
Wells Fargo
5
Wells Fargo
California
$1.3M +$8.83K +899 +0.6%
APFBOT
6
Amica Pension Fund Board of Trustees
Rhode Island
$1.13M
PVWM
7
Point View Wealth Management
New Jersey
$666K -$9.02K -918 -1%
Stifel Financial
8
Stifel Financial
Missouri
$221K +$5.71K +581 +3%
ARMT
9
Amica Retiree Medical Trust
Rhode Island
$102K
GFM
10
Gramercy Funds Management
Connecticut
$71K -$143K -14,600 -66%
Bank of America
11
Bank of America
North Carolina
$46K +$49.1K +5,000 New
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$39K +$10.8K +1,100 +36%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$32K
Citigroup
14
Citigroup
New York
$31K +$32.6K +3,321 New
UBS Group
15
UBS Group
Switzerland
$19K +$14.8K +1,510 +260%
Morgan Stanley
16
Morgan Stanley
New York
$6K
AG
17
Advisor Group
Arizona
$3K
TRCT
18
Tower Research Capital (TRC)
New York
$3K +$3.45K +351 New
SBH
19
Segall Bryant & Hamill
Illinois
-$115K -11,400 Closed
WAM
20
Wolverine Asset Management
Illinois
-$50K -5,036 Closed

LDF Hedge Fund Activity: Q4 2016 in Review

18 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q4 2016, worth a combined $39.3M — down 6.6% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LDF positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Amica Mutual Insurance, adding an estimated $1.76M. The largest seller was City of London Investment Management, cutting an estimated $1.58M.

  • 18 institutional investors held Latin American Discovery Fund (LDF) as of Q4 2016, up from 17 in Q3 2016.
  • Funds reported $39.3M of Latin American Discovery Fund stock for Q4 2016, down 6.6% quarter-over-quarter.
  • 3 funds opened new Latin American Discovery Fund positions in Q4 2016 and 2 closed out, a net change of +1 holder.
  • The largest Latin American Discovery Fund buyer in Q4 2016 was Amica Mutual Insurance, an estimated $1.76M added.
  • The largest Latin American Discovery Fund seller in Q4 2016 was City of London Investment Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2016.