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 %
CT
101
Colonial Trust
South Carolina
$109K
SWM
102
Spire Wealth Management
Virginia
$65.7K
SCA
103
Stonebridge Capital Advisors
Minnesota
$56.8K +$56.8K +5,011 New
HCP
104
Hexagon Capital Partners
Arkansas
$46.6K
SSG
105
Summit Securities Group
New York
$35K +$35K +3,050 New
EWA
106
EverSource Wealth Advisors
Alabama
$33.9K -$7.16K -632 -17%
US Bancorp
107
US Bancorp
Minnesota
$31.4K
CAS
108
Coppell Advisory Solutions
Texas
$31.3K -$1.16K -103 -4%
AAG
109
Armstrong Advisory Group
Massachusetts
$22.7K
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$18.9K -$708K -62,463 -97%
BWL
111
Bogart Wealth LLC
Virginia
$18.2K
AF
112
Allworth Financial
California
$17.7K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$16K -$9.51K -821 -37%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$15.3K
SS
115
Sunbelt Securities
Texas
$13.6K
SWA
116
SOA Wealth Advisors
New York
$13K +$272 +24 +2%
IA
117
IFP Advisors
Florida
$12.2K
RCM
118
Raleigh Capital Management
North Carolina
$11.3K
TFGT
119
TS Financial Group (TSFG)
Illinois
$11K
CFD
120
Creative Financial Designs
Indiana
$10.2K
TIM
121
Tortoise Investment Management
New York
$9.76K +$193 +17 +2%
CAL
122
Capital Analysts LLC
Pennsylvania
$9K
OCM
123
Osterweis Capital Management
California
$8.74K -$9.41K
CCP
124
Carmel Capital Partners
California
$5.67K -$5.67K -500 -50%
CCA
125
Column Capital Advisors
Indiana
$5.27K -$3.86K -341 -42%