NFJ

Virtus Dividend, Interest & Premium Strategy Fund

107 hedge funds and large institutions have $299M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
32
Reduced
32
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Ancora Advisors
Ohio
$286K +$3.05K +286 +1%
SI
52
Stephens Inc
Arkansas
$283K +$10.3K +967 +4%
LPL Financial
53
LPL Financial
California
$253K +$9.88K +926 +4%
Walleye Trading
54
Walleye Trading
New York
$246K +$32.1K +3,000 +15%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$226K -$86.5K -8,098 -28%
SIM
56
Sonora Investment Management
Arizona
$208K
KF
57
Krilogy Financial
Missouri
$206K
Lido Advisors
58
Lido Advisors
California
$198K -$645K -59,260 -77%
BWM
59
BerganKDV Wealth Management
Minnesota
$195K -$18.4K -1,727 -9%
MIC
60
Meridian Investment Counsel
California
$184K
HighTower Advisors
61
HighTower Advisors
Illinois
$180K -$37.7K -3,500 -17%
TRCT
62
Tower Research Capital (TRC)
New York
$179K +$168K +15,723 +1,512%
VCWA
63
Vanguard Capital Wealth Advisors
Colorado
$176K -$73.8K -6,939 -30%
SPC
64
Sigma Planning Corp
Michigan
$173K -$37.7K -3,526 -18%
SBH
65
Segall Bryant & Hamill
Illinois
$170K +$170K +15,930 New
OC
66
Oppenheimer & Co
New York
$167K -$6.39K -598 -4%
CCP
67
Corient Capital Partners
California
$157K -$3.19K -299 -2%
RJT
68
Raymond James Trust
Florida
$152K -$31.2K -2,923 -17%
AG
69
Advisor Group
Arizona
$143K
US Bancorp
70
US Bancorp
Minnesota
$142K +$51.3K +4,798 +57%
SPIA
71
Steward Partners Investment Advisory
New York
$140K +$14.6K +1,374 +12%
QCIG
72
Quad-Cities Investment Group
Iowa
$133K +$7.57K +713 +6%
IFWM
73
Institute for Wealth Management
Colorado
$131K +$131K +12,208 New
TSS
74
Two Sigma Securities
New York
$127K +$127K +11,936 New
Creative Planning
75
Creative Planning
Kansas
$125K +$125K +11,701 New