Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
41 hedge funds and large institutions have $126M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
14% more funds holding
Funds holding: 36 → 41 (+5)
1% more capital invested
Capital invested by funds: $124M → $126M (+$1.84M)
0.1% more ownership
Funds ownership: 13.72% → 13.82% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.83M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.15M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.83M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$705K |
| 5 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$3.89M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.09M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.39M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.15M |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$860K |
AIO Hedge Fund Activity: Q1 2021 in Review
41 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q1 2021, worth a combined $126M — up 1.5% from $124M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIO positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $3.83M. The largest seller was Matisse Capital, exiting entirely with an estimated $3.89M sold.
- 41 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $126M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q1 2021, up 1.5% quarter-over-quarter.
- 9 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q1 2021 and 4 closed out, a net change of +5 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $3.83M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q1 2021 was Matisse Capital, an estimated $3.89M sold.
Based on aggregated 13F filings for Q1 2021.