NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

131 hedge funds and large institutions have $534M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$6.65M
4
Creative Planning
4
Creative Planning
Kansas
$3.58M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$23.8M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$18.7M
2
KIM
2
Karpus Investment Management
New York
$20.9M
3
1CP
3
1607 Capital Partners
Virginia
$3.55M
4
IAIM
4
International Assets Investment Management
Florida
$204K
5
AA
5
AQR Arbitrage
Connecticut
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
76
Oliver Lagore Vanvalin Investment Group
Michigan
$193K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$192K -$11.4K -900 -6%
CB
78
Commerce Bank
Missouri
$177K – – –
SWM
79
Sugarloaf Wealth Management
Georgia
$173K +$568 +45 +0.3%
SWP
80
Stratos Wealth Partners
Ohio
$168K -$19.9K -1,572 -11%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$164K – – –
AW
82
Alteri Wealth
California
$154K +$154K +12,168 New
IPAM
83
Investment Partners Asset Management
New Jersey
$152K – – –
LCM
84
Landscape Capital Management
New Jersey
$151K -$408K -32,299 -73%
AWS
85
Atria Wealth Solutions
New York
$149K +$149K +11,769 New
AAS
86
Avantax Advisory Services
Texas
$147K +$3.99K +316 +3%
SCA
87
Snowden Capital Advisors
New York
$145K +$9.64K +763 +7%
HWMC
88
Heritage Wealth Management (California)
California
$144K -$6.91K -547 -5%
FFO
89
Fortitude Family Office
Arizona
$144K -$84.6K -6,700 -37%
PCA
90
Pallas Capital Advisors
Massachusetts
$141K – – –
VCWA
91
Vanguard Capital Wealth Advisors
Colorado
$139K +$3.26K +258 +2%
CP
92
Camelot Portfolios
Ohio
$138K -$3.49K -276 -2%
BWG
93
Berry Wealth Group
Texas
$136K +$2.72K +215 +2%
MML Investors Services
94
MML Investors Services
Massachusetts
$136K +$136K +10,789 New
CCG
95
Chatham Capital Group
Georgia
$126K – – –
WA
96
WPG Advisers
Maryland
$120K +$120K +9,499 New
CT
97
Colonial Trust
South Carolina
$112K – – –
GWM
98
Geneos Wealth Management
Colorado
$83.2K +$998 +79 +1%
US Bancorp
99
US Bancorp
Minnesota
$77.4K +$1.26K +100 +2%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$68.3K – – –
2 3
4
5 6