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DCA

Virtus Total Return Fund
DCA

Delisted

DCA was delisted on the 31st of March, 2017.

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23 hedge funds and large institutions have $29.7M invested in Virtus Total Return Fund in 2013 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.7M +$12.5M +3,029,320 New
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$4.51M +$4.8M +1,165,563 New
RCM
3
Rivernorth Capital Management
Florida
$4.17M +$4.43M +1,076,366 New
FIMG
4
Financial & Investment Management Group
Michigan
$3.52M +$3.75M +909,908 New
SG Americas Securities
5
SG Americas Securities
New York
$1.09M +$1.16M +280,960 New
WAM
6
Wolverine Asset Management
Illinois
$677K +$721K +175,138 New
SFS
7
Shaker Financial Services
Virginia
$646K +$688K +167,038 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$568K +$605K +146,870 New
RVP
9
Relative Value Partners
Illinois
$555K +$591K +143,519 New
DA
10
Doliver Advisors
Texas
$526K +$560K +135,974 New
CA
11
Cornerstone Advisors
North Carolina
$387K +$412K +99,974 New
TC
12
TFS Capital
Pennsylvania
$287K +$306K +74,201 New
BI
13
Bulldog Investors
New Jersey
$231K +$246K +59,636 New
U
14
UBS
Switzerland
$221K +$236K +57,205 New
Wells Fargo
15
Wells Fargo
California
$218K +$233K +56,545 New
Citigroup
16
Citigroup
New York
$83K +$88.4K +21,457 New
LPL Financial
17
LPL Financial
California
$78K +$82.9K +20,124 New
OC
18
Oppenheimer & Co
New York
$73K +$77.2K +18,741 New
WI
19
Western Investment
Utah
$70K +$74.7K +18,125 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$26K +$28K +6,800 New
Bank of America
21
Bank of America
North Carolina
$13K +$14K +3,393 New
AIG
22
American International Group
New York
$5.8K +$6.18K +1,500 New
FMP
23
Financial Management Professionals
Texas
$5K +$5.78K +1,402 New

DCA Hedge Fund Activity: Q2 2013 in Review

23 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund (DCA) for Q2 2013, worth a combined $29.7M.

Buyers outnumbered sellers: 23 funds opened new DCA positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

  • 23 institutional investors held Virtus Total Return Fund (DCA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $29.7M of Virtus Total Return Fund stock for Q2 2013.
  • 23 funds opened new Virtus Total Return Fund positions in Q2 2013 and 0 closed out, a net change of +23 holders.

Based on aggregated 13F filings for Q2 2013.