NFJ

Virtus Dividend, Interest & Premium Strategy Fund

112 hedge funds and large institutions have $346M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
46
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$371K +$7.1K +664 +2%
VVP
52
Venture Visionary Partners
Ohio
$353K
SPIA
53
Steward Partners Investment Advisory
New York
$343K -$32.1K -3,000 -9%
CIA
54
Capital Investment Advisors
Georgia
$299K +$33.1K +3,100 +12%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$275K -$1.01K -95 -0.4%
AP
56
Americana Partners
Texas
$260K -$21.4K -2,000 -8%
SIMG
57
Sonora Investment Management Group
Arizona
$225K
JWM
58
Jupiter Wealth Management
Colorado
$219K
AO
59
Advisor OS
Illinois
$204K +$30.6K +2,869 +18%
DC
60
Davenport & Co
Virginia
$199K +$80.2K +7,491 +67%
LSC
61
Logan Stone Capital
Illinois
$192K +$192K +17,981 New
QCIG
62
Quad-Cities Investment Group
Iowa
$182K +$1.37K +128 +0.8%
PAG
63
Private Advisor Group
New Jersey
$168K +$43 +4 +0%
CB
64
Commerce Bank
Missouri
$167K -$30.4K -2,841 -15%
RJT
65
Raymond James Trust
Florida
$167K
SWP
66
Stratos Wealth Partners
Ohio
$166K +$14.3K +1,340 +9%
ATC
67
Argent Trust Co
Tennessee
$160K
NA
68
NewEdge Advisors
Louisiana
$153K +$24.5K +2,300 +19%
AA
69
Argent Advisors
Louisiana
$141K -$14.1K -1,317 -9%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$141K
KF
71
Krilogy Financial
Missouri
$135K
SI
72
Stephens Inc
Arkansas
$135K +$470 +44 +0.3%
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$132K +$7.91K +742 +6%
PFO
74
Pathstone Family Office
New Jersey
$130K +$130K +12,179 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$129K +$1.58K +148 +1%