Who Owns Virtus Stone Harbor Emerging Markets Income Fund Stock?
NYSE: EDFFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 27.91%
- Held by insiders
- 0.00%
- Institutional holders
- 51
- Institutions 27.9%
- Insiders 0.0%
- Public and other 72.1%
Who owns Virtus Stone Harbor Emerging Markets Income Fund stock?
Institutional investors own about 27.9% of Virtus Stone Harbor Emerging Markets Income Fund's shares, spread across 51 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of EDF.
The largest institutional holders are Morgan Stanley (3.22%), J.W. Cole Advisors, Inc. (1.09%) and Guggenheim Capital, LLC (0.90%). Together, the top 10 institutions control 8.9% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their EDF positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EDF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.03M | 3.22% | +2.6% |
| J.W. Cole Advisors, Inc. | 348.93K | 1.09% | +100.0% |
| Guggenheim Capital, LLC | 290.24K | 0.90% | +76.2% |
| LPL Financial LLC | 231.80K | 0.72% | -2.3% |
| Wedbush Securities Inc | 222.78K | 0.69% | +8.9% |
| Raymond James Financial, Inc. | 204.26K | 0.64% | +5.0% |
| Baird Financial Group, Inc. | 202.21K | 0.63% | +2.0% |
| Eclectic Associates, Inc. | 127.00K | 0.40% | +2.9% |
| HighTower Advisors, LLC | 107.65K | 0.34% | +688.5% |
| Stonebridge Financial Group, Llc/ca | 98.71K | 0.31% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EDF
| Fund | Shares | % Held |
|---|---|---|
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 134.64K | 0.42% |
| Collaborative Investment Series TRT-Goose Hollow Tactical Allocation E | 23.78K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Virtus Stone Harbor Emerging Markets Income Fund?
Morgan Stanley is the largest institutional shareholder of EDF, owning 3.22% of shares outstanding (1.03M shares) as of its latest 13F filing.
What percentage of Virtus Stone Harbor Emerging Markets Income Fund is owned by institutions?
Institutions own about 27.9% of EDF shares and 27.9% of the public float.
How much of Virtus Stone Harbor Emerging Markets Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of EDF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.