NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $623M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
76
Oliver Lagore Vanvalin Investment Group
Michigan
$193K
CCM
77
Coldstream Capital Management
Washington
$190K +$769 +61 +0.4%
KACA
78
Kayne Anderson Capital Advisors
California
$189K +$189K +15,000 New
IAIM
79
International Assets Investment Management
Florida
$182K
RJT
80
Raymond James Trust
Florida
$182K
OAM
81
Occidental Asset Management
California
$179K +$6.09K +483 +4%
CB
82
Commerce Bank
Missouri
$177K
AA
83
Argent Advisors
Louisiana
$171K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$170K -$16.8K -1,335 -9%
NA
85
NewEdge Advisors
Louisiana
$168K +$24.8K +1,989 +17%
IPAM
86
Investment Partners Asset Management
New Jersey
$167K +$167K +13,251 New
LFAS
87
Level Four Advisory Services
Texas
$159K +$6.89K +547 +5%
SPIA
88
Steward Partners Investment Advisory
New York
$158K +$8.82K +700 +6%
HWMC
89
Heritage Wealth Management (California)
California
$155K +$155K +12,318 New
SCA
90
Snowden Capital Advisors
New York
$152K
WS
91
Wedbush Securities
California
$151K +$555 +44 +0.4%
ATPW
92
Ashton Thomas Private Wealth
Arizona
$147K
VCWA
93
Vanguard Capital Wealth Advisors
Colorado
$143K -$3.94K -313 -3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$143K -$19.2K -1,526 -12%
CCG
95
Chatham Capital Group
Georgia
$126K
CT
96
Colonial Trust
South Carolina
$112K
US Bancorp
97
US Bancorp
Minnesota
$111K +$75.9K +6,026 +217%
WAM
98
Wolverine Asset Management
Illinois
$109K -$355K -28,154 -76%
SWM
99
Spire Wealth Management
Virginia
$72K
HCP
100
Hexagon Capital Partners
Arkansas
$51.9K