Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
36 hedge funds and large institutions have $124M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
46% more capital invested
Capital invested by funds: $84.8M → $124M (+$39.4M)
20% more funds holding
Funds holding: 30 → 36 (+6)
2.27% more ownership
Funds ownership: 11.46% → 13.72% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.13M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.53M |
| 4 |
Morgan Stanley
New York
|
+$2.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$841K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.31M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$740K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$394K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$260K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$128K |
AIO Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2020, worth a combined $124M — up 46% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIO positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $5.13M. The largest seller was Shaker Financial Services, cutting an estimated $1.31M.
- 36 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $124M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2020, up 46% quarter-over-quarter.
- 9 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2020 and 3 closed out, a net change of +6 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2020 was UBS Group, an estimated $5.13M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q4 2020 was Shaker Financial Services, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2020.