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LDF

Latin American Discovery Fund

Delisted

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

21 hedge funds and large institutions have $41.5M invested in Latin American Discovery Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3% less capital invested

Capital invested by funds: $43M → $41.5M (-$1.47M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
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
$23.1M -$749K -70,249 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$7.29M -$141K -13,200 -2%
1CP
3
1607 Capital Partners
Virginia
$1.95M +$6.4K +600 +0.3%
AMI
4
Amica Mutual Insurance
Rhode Island
$1.81M -$2.99M -280,574 -62%
MC
5
Matisse Capital
Oregon
$1.65M +$1.57M +147,293 +1,450%
Wells Fargo
6
Wells Fargo
California
$1.6M +$32K +2,999 +2%
Citigroup
7
Citigroup
New York
$915K +$381K +35,684 +69%
PVWM
8
Point View Wealth Management
New Jersey
$741K -$1.47K -138 -0.2%
GFM
9
Gramercy Funds Management
Connecticut
$606K +$340K +31,878 +123%
CRC
10
Curi RMB Capital
Illinois
$427K +$231K +21,624 +113%
CA
11
Cornerstone Advisors
North Carolina
$373K +$227K +21,262 +148%
CL
12
CSS LLC
Illinois
$301K +$307K +28,746 New
Stifel Financial
13
Stifel Financial
Missouri
$254K +$2.04K +191 +0.8%
CCP
14
Clough Capital Partners
Massachusetts
$168K -$172K -16,100 -50%
APFBOT
15
Amica Pension Fund Board of Trustees
Rhode Island
$148K -$244K -22,905 -62%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$66K +$12.8K +1,203 +24%
Bank of America
17
Bank of America
North Carolina
$52K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$27K -$8.54K -800 -24%
ARMT
19
Amica Retiree Medical Trust
Rhode Island
$22K -$36.4K -3,408 -62%
Morgan Stanley
20
Morgan Stanley
New York
$6K
AG
21
Advisor Group
Arizona
$3K

LDF Hedge Fund Activity: Q2 2017 in Review

21 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q2 2017, worth a combined $41.5M — down 3.4% from $43M a quarter earlier.

Fund positioning in LDF was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Matisse Capital, adding an estimated $1.57M. The largest seller was Amica Mutual Insurance, cutting an estimated $2.99M.

  • 21 institutional investors held Latin American Discovery Fund (LDF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $41.5M of Latin American Discovery Fund stock for Q2 2017, down 3.4% quarter-over-quarter.
  • 1 fund opened new Latin American Discovery Fund positions in Q2 2017 and 1 closed out, a net change of 0 holders.
  • The largest Latin American Discovery Fund buyer in Q2 2017 was Matisse Capital, an estimated $1.57M added.
  • The largest Latin American Discovery Fund seller in Q2 2017 was Amica Mutual Insurance, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2017.