NFJ

Virtus Dividend, Interest & Premium Strategy Fund

133 hedge funds and large institutions have $432M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
41
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICMP
76
Integrated Capital Management (Pennsylvania)
Pennsylvania
$199K -$10.2K -903 -5%
DC
77
Davenport & Co
Virginia
$194K -$7.77K -686 -4%
SWM
78
Sugarloaf Wealth Management
Georgia
$176K -$26.9K -2,372 -13%
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Michigan
$173K
CCM
80
Coldstream Capital Management
Washington
$170K -$23 -2 -0%
ATC
81
Argent Trust Co
Tennessee
$170K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$168K -$10.4K -919 -6%
RJT
83
Raymond James Trust
Florida
$163K -$20.2K -1,787 -11%
IAIM
84
International Assets Investment Management
Florida
$163K -$45.3K -4,000 -22%
CB
85
Commerce Bank
Missouri
$159K
OAM
86
Occidental Asset Management
California
$155K +$1.38K +122 +0.9%
AA
87
Argent Advisors
Louisiana
$154K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$146K -$65.3K -5,764 -31%
Fisher Asset Management
89
Fisher Asset Management
Washington
$140K +$140K +12,335 New
LFAS
90
Level Four Advisory Services
Texas
$137K +$6.11K +539 +5%
SCA
91
Snowden Capital Advisors
New York
$137K
WS
92
Wedbush Securities
California
$135K -$22.1K -1,954 -14%
SPIA
93
Steward Partners Investment Advisory
New York
$134K -$65.2K -5,752 -33%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$132K
VCWA
95
Vanguard Capital Wealth Advisors
Colorado
$132K +$2.72K +240 +2%
NA
96
NewEdge Advisors
Louisiana
$130K -$62.3K -5,500 -32%
Goldman Sachs
97
Goldman Sachs
New York
$130K +$130K +11,436 New
CP
98
Camelot Portfolios
Ohio
$123K -$69.8K -6,164 -36%
PCA
99
Pallas Capital Advisors
Massachusetts
$118K -$64.6K -6,129 -35%
CCG
100
Chatham Capital Group
Georgia
$113K