NFJ

Virtus Dividend, Interest & Premium Strategy Fund

109 hedge funds and large institutions have $494M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
34
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$455K 30,700 +822 +3%
SPIA
52
Steward Partners Investment Advisory
New York
$397K 26,793 +646 +2%
PAG
53
Private Advisor Group
New Jersey
$396K 26,622 +9,891 +59%
AP
54
Americana Partners
Texas
$394K 26,600 +26,600 New
CIA
55
Capital Investment Advisors
Georgia
$375K 25,306 -400 -2%
JWM
56
Jupiter Wealth Management
Colorado
$325K 20,575
AO
57
Advisor OS
Illinois
$316K 21,255 +471 +2%
Northern Trust
58
Northern Trust
Illinois
$314K 21,200 +1,500 +8%
RJT
59
Raymond James Trust
Florida
$295K 19,903
SIM
60
Sonora Investment Management
Arizona
$289K 19,500
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$238K 16,090 +1,556 +11%
AWM
62
AE Wealth Management
Kansas
$216K 14,567 -44 -0.3%
SWM
63
Spire Wealth Management
Virginia
$216K 14,550 +24 +0.2%
CB
64
Commerce Bank
Missouri
$208K 14,028
AA
65
Argent Advisors
Louisiana
$208K 14,000 +831 +6%
QCIG
66
Quad-Cities Investment Group
Iowa
$206K 13,873 +96 +0.7%
BWM
67
BerganKDV Wealth Management
Minnesota
$190K 12,806 -24 -0.2%
Walleye Trading
68
Walleye Trading
New York
$187K 12,576 -4,878 -28%
KF
69
Krilogy Financial
Missouri
$187K 12,600
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$174K 11,735 +11,735 New
LFF
71
Level Four Financial
Texas
$169K 11,400
BRWM
72
B. Riley Wealth Management
Tennessee
$163K 11,000 -645 -6%
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$151K 10,174 +10,174 New
CP
74
Camelot Portfolios
Ohio
$149K 10,028 -835 -8%
CCG
75
Chatham Capital Group
Georgia
$148K 10,000