NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

117 hedge funds and large institutions have $407M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
26
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$39M
2
Millennium Management
2
Millennium Management
New York
$4.42M
3
Citigroup
3
Citigroup
New York
$2.8M
4
Invesco
4
Invesco
Georgia
$20.7M
5
KIM
5
Karpus Investment Management
New York
$1.88M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.58M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.8M
5
SCM
5
Saba Capital Management
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$12K +$12K +933 New
CCA
102
Column Capital Advisors
Indiana
$11K – – –
AF
103
Advisornet Financial
Minnesota
$10K – – –
AWG
104
Altus Wealth Group
Colorado
$10K +$10K +760 New
AIM
105
Anchor Investment Management
South Carolina
$8.08K – – –
SFS
106
Sowell Financial Services
Arkansas
$8K -$13 -1 -0.2%
AA
107
Addison Advisors
Vermont
$8K +$8K +560 New
BFG
108
Baron Financial Group
New Jersey
$6.74K – – –
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$5K -$5.01K -348 -50%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
IAIM
111
International Assets Investment Management
Florida
$5K +$5K +351 New
GWM
112
Geneos Wealth Management
Colorado
$5K +$5K +437 New
CFA
113
Carroll Financial Associates
North Carolina
$3K – – –
APA
114
American Portfolios Advisors
New York
$2.36K -$2.36K -175 -50%
TH
115
TCTC Holdings
Texas
$1K -$50K -5,000 -98%
Walleye Capital
116
Walleye Capital
New York
$631 +$170 +12,602 +37%
HA
117
Harborview Advisors
Maine
– -$436K -36,981 Closed
HB
118
Homrich & Berg
Georgia
– -$413K -34,980 Closed
SDAM
119
Shulman DeMeo Asset Management
New York
– -$225K -19,103 Closed
Jane Street
120
Jane Street
New York
– -$222K -18,802 Closed
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
– -$166K -14,072 Closed
MAFM
122
Mid Atlantic Financial Management
Pennsylvania
– -$172K -13,874 Closed
HF
123
HRT Financial
New York
– -$142K -12,103 Closed
VF
124
Virtu Financial
New York
– -$118K -10,037 Closed
FFA
125
Founders Financial Alliance
North Carolina
– -$89K -7,603 Closed
2 3 4
5
6