NFJ

Virtus Dividend, Interest & Premium Strategy Fund

110 hedge funds and large institutions have $368M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
29
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
76
Corient Capital Partners
California
$169K -$21.9K -1,688 -11%
SPC
77
Sigma Planning Corp
Michigan
$159K
SPIA
78
Steward Partners Investment Advisory
New York
$152K
SKK
79
Shepherd Kaplan Krochuk
Massachusetts
$144K -$424K -32,750 -75%
US Bancorp
80
US Bancorp
Minnesota
$138K -$23.7K -1,819 -15%
TFCP
81
Twin Focus Capital Partners
Massachusetts
$132K
HA
82
Harborview Advisors
Maine
$131K -$805 -62 -0.6%
EP
83
Eudaimonia Partners
Tennessee
$131K +$131K +10,088 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$91K
NSIM
85
North Star Investment Management
Illinois
$52K
IFAM
86
Institutional & Family Asset Management
Colorado
$39K
Deutsche Bank
87
Deutsche Bank
Germany
$34K
FHA
88
Flagship Harbor Advisors
Massachusetts
$27K
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$27K +$6.91K +537 +34%
EWM
90
EPG Wealth Management
Georgia
$24K +$24K +1,856 New
KPCM
91
Kings Point Capital Management
New York
$23K
AIM
92
Arcadia Investment Management
Michigan
$23K
ASN
93
Advisory Services Network
Georgia
$21K -$4.88K -383 -19%
BWL
94
Bogart Wealth LLC
Virginia
$21K +$21K +1,604 New
NFG
95
Next Financial Group
Texas
$18K
RBC
96
Roble Belko & Company
Pennsylvania
$16K
ACM
97
Allred Capital Management
Texas
$15.9K +$15.9K +1,225 New
EIP
98
Ellis Investment Partners
Pennsylvania
$15K
TFGT
99
TS Financial Group (TSFG)
Illinois
$13K
OIA
100
Optimum Investment Advisors
Illinois
$13K