Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
13 hedge funds and large institutions have $11.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
1.83% more ownership
Funds ownership: 0% → 1.83% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.3M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$992K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.53M | +$2.52M | +126,067 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.93M | +$1.92M | +96,020 | New |
|
|
3
Wells Fargo
San Francisco,
California
| $1.34M | +$1.34M | +66,839 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $1.3M | +$1.3M | +64,836 | New |
|
|
WS
5
Wedbush Securities
Los Angeles,
California
| $997K | +$992K | +49,585 | New |
|
|
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $950K | +$946K | +47,280 | New |
|
|
SFS
7
Shaker Financial Services
Arlington,
Virginia
| $686K | +$683K | +34,145 | New |
|
8
Truist Financial
Charlotte,
North Carolina
| $503K | +$500K | +25,000 | New |
|
9
Stifel Financial
St. Louis,
Missouri
| $442K | +$438K | +21,926 | New |
|
10
Ameriprise
Minneapolis,
Minnesota
| $237K | +$236K | +11,808 | New |
|
|
BRWM
11
B. Riley Wealth Management
Memphis,
Tennessee
| $213K | +$212K | +10,600 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $105K | +$104K | +5,200 | New |
|
|
CFG
13
Citizens Financial Group
Providence,
Rhode Island
| $50K | +$50K | +2,500 | New |
|
AIO Hedge Fund Activity: Q4 2019 in Review
13 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2019, worth a combined $11.3M.
Buyers outnumbered sellers: 13 funds opened new AIO positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $2.52M.
- 13 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2019, up from 0 in Q3 2019.
- Funds reported $11.3M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2019.
- 13 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2019 and 0 closed out, a net change of +13 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2019 was Morgan Stanley, an estimated $2.52M added.
Based on aggregated 13F filings for Q4 2019.