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 %
BAM
76
Belpointe Asset Management
Nevada
$103K +$103K +8,550 New
Citigroup
77
Citigroup
New York
$91K -$42.8K -3,530 -32%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$85K +$60 +5 +0.1%
NSIM
79
North Star Investment Management
Illinois
$48K
RFC
80
Regions Financial Corp
Alabama
$47K +$34.9K +2,900 +290%
MFW
81
Mosaic Family Wealth
Missouri
$38K
IFAM
82
Institutional & Family Asset Management
Colorado
$36K
Deutsche Bank
83
Deutsche Bank
Germany
$31K
CJA
84
C-J Advisory
California
$28K +$28K +2,340 New
FHA
85
Flagship Harbor Advisors
Massachusetts
$25K
ASN
86
Advisory Services Network
Georgia
$24K -$283 -23 -1%
AIM
87
Arcadia Investment Management
Michigan
$21K
RBC
88
Roble Belko & Company
Pennsylvania
$15K
SWM
89
SeaCrest Wealth Management
New York
$14K
RCAG
90
Rehmann Capital Advisory Group
Michigan
$12.3K
OIA
91
Optimum Investment Advisors
Illinois
$12K
OIA
92
OneDigital Investment Advisors
Kansas
$12K +$452 +39 +4%
AF
93
Advisornet Financial
Minnesota
$9K -$9.73K -800 -52%
FHB
94
First Hawaiian Bank
Hawaii
$8K
SNT
95
Security National Trust
West Virginia
$7K
FWM
96
Focused Wealth Management
New York
$6K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.73M -177,124 -100%
APA
98
American Portfolios Advisors
New York
$4.22K +$2.11K +175 +100%
IA
99
IFP Advisors
Florida
$4K -$77.5K -6,294 -95%
KL
100
KWMG LLC
Kansas
$4K