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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 $47M invested in Latin American Discovery Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $41.5M → $47M (+$5.48M)

10% less funds holding

Funds holding: 2119 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
4
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
$26.8M +$155K +13,439 +0.6%
Lazard Asset Management
2
Lazard Asset Management
New York
$8.35M -$42.7K -3,700 -0.5%
MC
3
Matisse Capital
Oregon
$2.96M +$1.02M +87,987 +56%
1CP
4
1607 Capital Partners
Virginia
$2.24M -$4.62K -400 -0.2%
Wells Fargo
5
Wells Fargo
California
$1.86M +$17.9K +1,552 +1%
Citigroup
6
Citigroup
New York
$1.08M +$23.2K +2,008 +2%
PVWM
7
Point View Wealth Management
New Jersey
$802K -$50.1K -4,341 -6%
CA
8
Cornerstone Advisors
North Carolina
$801K +$354K +30,683 +86%
GFM
9
Gramercy Funds Management
Connecticut
$698K
CL
10
CSS LLC
Illinois
$413K +$63K +5,459 +19%
CRC
11
Curi RMB Capital
Illinois
$339K -$147K -12,692 -31%
Stifel Financial
12
Stifel Financial
Missouri
$295K +$2.31K +200 +0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$135K +$130K +11,216 New
Bank of America
14
Bank of America
North Carolina
$60K
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$56K -$18.5K -1,598 -26%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$46K +$14K +1,215 +47%
UBS Group
17
UBS Group
Switzerland
$35K +$33.6K +2,906 New
Morgan Stanley
18
Morgan Stanley
New York
$13K +$5.38K +466 +85%
AG
19
Advisor Group
Arizona
$4K +$12 +1 +0.3%
AMI
20
Amica Mutual Insurance
Rhode Island
-$1.81M -172,610 Closed
CCP
21
Clough Capital Partners
Massachusetts
-$168K -16,000 Closed
APFBOT
22
Amica Pension Fund Board of Trustees
Rhode Island
-$148K -14,089 Closed
ARMT
23
Amica Retiree Medical Trust
Rhode Island
-$22K -2,099 Closed

LDF Hedge Fund Activity: Q3 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Latin American Discovery Fund (LDF) for Q3 2017, worth a combined $47M — up 13% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LDF and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Matisse Capital, adding an estimated $1.02M. The largest seller was Amica Mutual Insurance, exiting entirely with an estimated $1.81M sold.

  • 19 institutional investors held Latin American Discovery Fund (LDF) as of Q3 2017, down from 21 in Q2 2017.
  • Funds reported $47M of Latin American Discovery Fund stock for Q3 2017, up 13% quarter-over-quarter.
  • 2 funds opened new Latin American Discovery Fund positions in Q3 2017 and 4 closed out, a net change of -2 holders.
  • The largest Latin American Discovery Fund buyer in Q3 2017 was Matisse Capital, an estimated $1.02M added.
  • The largest Latin American Discovery Fund seller in Q3 2017 was Amica Mutual Insurance, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2017.