NFJ

Virtus Dividend, Interest & Premium Strategy Fund

105 hedge funds and large institutions have $346M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
37
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Ancora Advisors
Ohio
$331K +$8.17K +678 +3%
JWM
52
Jupiter Wealth Management
Colorado
$322K +$322K +26,093 New
LPL Financial
53
LPL Financial
California
$298K +$11.6K +961 +4%
Walleye Trading
54
Walleye Trading
New York
$270K -$7.23K -600 -3%
SI
55
Stephens Inc
Arkansas
$268K -$52K -4,305 -16%
BWM
56
BerganKDV Wealth Management
Minnesota
$245K +$24.3K +2,016 +11%
SIM
57
Sonora Investment Management
Arizona
$235K
KF
58
Krilogy Financial
Missouri
$233K
RJT
59
Raymond James Trust
Florida
$224K +$51.5K +4,258 +30%
Lido Advisors
60
Lido Advisors
California
$222K +$3.1K +258 +1%
MIC
61
Meridian Investment Counsel
California
$207K
HighTower Advisors
62
HighTower Advisors
Illinois
$202K +$878 +73 +0.4%
AG
63
Advisor Group
Arizona
$198K +$37.2K +3,076 +23%
HA
64
Harborview Advisors
Maine
$198K +$198K +16,392 New
ACA
65
Aptus Capital Advisors
Alabama
$194K +$194K +16,152 New
SPC
66
Sigma Planning Corp
Michigan
$189K -$6.03K -500 -3%
VCWA
67
Vanguard Capital Wealth Advisors
Colorado
$179K -$19.7K -1,641 -10%
CCP
68
Corient Capital Partners
California
$177K
OC
69
Oppenheimer & Co
New York
$166K -$22.8K -1,889 -12%
US Bancorp
70
US Bancorp
Minnesota
$151K -$8.87K -737 -6%
QCIG
71
Quad-Cities Investment Group
Iowa
$151K -$800 -66 -0.5%
SPIA
72
Steward Partners Investment Advisory
New York
$141K -$17.4K -1,444 -11%
BC
73
Brinker Capital
Pennsylvania
$131K +$131K +10,829 New
PAG
74
Private Advisor Group
New Jersey
$130K +$72 +6 +0.1%
Walleye Capital
75
Walleye Capital
New York
$128K +$128K +10,600 New