DCA
Virtus Total Return Fund
DCA
DCA
Delisted
DCA was delisted on the 31st of March, 2017.
32 hedge funds and large institutions have $25.5M invested in Virtus Total Return Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$5.34M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$421K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$105K |
| 4 |
LPL Financial
San Diego,
California
|
+$81.1K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$38.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MSFP
26
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $21K | – | – | – |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $21K | +$21K | +4,605 | New |
|
|
NES
28
New England Securities
New York
| $8K | – | – | – |
|
|
FMP
29
Financial Management Professionals
Austin,
Texas
| $6K | – | – | – |
|
30
Citigroup
New York
| $5K | +$5K | +1,009 | New |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
32
Bank of America
Charlotte,
North Carolina
| $1K | -$10.6K | -3,100 | -91% |
|
|
BI
33
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$7.31M | -1,522,119 | Closed |
|
|
SIA
34
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$670K | -139,497 | Closed |
|
|
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$103K | -21,389 | Closed |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$80K | -16,609 | Closed |
|