NFJ

Virtus Dividend, Interest & Premium Strategy Fund

112 hedge funds and large institutions have $544M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
29
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$183K +$183K +11,400 New
VCWA
77
Vanguard Capital Wealth Advisors
Colorado
$178K
CF
78
Copperwynd Financial
Arizona
$171K +$171K +10,660 New
BFG
79
Berger Financial Group
Minnesota
$168K +$168K +10,487 New
BRWM
80
B. Riley Wealth Management
Tennessee
$165K -$11.2K -700 -6%
CCM
81
Coldstream Capital Management
Washington
$162K +$162K +10,089 New
CCG
82
Chatham Capital Group
Georgia
$161K
AA
83
Ancora Advisors
Ohio
$156K
CC
84
Commons Capital
Massachusetts
$154K +$154K +9,598 New
AWA
85
Amplius Wealth Advisors
Pennsylvania
$80K +$80K +5,000 New
HCP
86
Hexagon Capital Partners
Arkansas
$66K
NSIM
87
North Star Investment Management
Illinois
$64K
US Bancorp
88
US Bancorp
Minnesota
$54K
SFM
89
Signet Financial Management
New Jersey
$39K +$39K +2,415 New
HI
90
Harbour Investments
Wisconsin
$28K -$7.96K -488 -22%
BWL
91
Bogart Wealth LLC
Virginia
$26K
MTWM
92
Masso Torrence Wealth Management
New Jersey
$25K +$25K +1,531 New
FFWM
93
Future Financial Wealth Management
Ohio
$24K +$24K +1,500 New
EIP
94
Ellis Investment Partners
Pennsylvania
$22K
TWM
95
Tradition Wealth Management
Minnesota
$21K
RBC
96
Roble Belko & Company
Pennsylvania
$19K
TFGT
97
TS Financial Group (TSFG)
Illinois
$16K
SWA
98
SOA Wealth Advisors
New York
$15K
CCA
99
Column Capital Advisors
Indiana
$13K
NFG
100
Next Financial Group
Texas
$12K