Virtus Global Multi-Sector Income Fund
32 hedge funds and large institutions have $31.9M invested in Virtus Global Multi-Sector Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $28.2M → $31.9M (+$3.67M)
10% more funds holding
Funds holding: 29 → 32 (+3)
0.15% more ownership
Funds ownership: 23.16% → 23.31% (+0.15%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$643K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$269K |
| 3 |
LPL Financial
San Diego,
California
|
+$201K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$123K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$96.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$552K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$149K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$146K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$137K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
26
FNY Investment Advisers
New York
| $37K | +$35K | +3,095 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | – | – | – |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $16K | +$4.53K | +400 | +44% |
|
|
PWPS
29
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $6K | +$5.84K | +516 | New |
|
|
RA
30
Reby Advisors
Danbury,
Connecticut
| $3K | +$2.83K | +250 | New |
|
|
AWA
31
Arkadios Wealth Advisors
Atlanta,
Georgia
| $2K | +$2.18K | +193 | New |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$146K | -13,573 | Closed |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$137K | -12,771 | Closed |
|
|
CRC
34
Curi RMB Capital
Chicago,
Illinois
| – | -$125K | -11,622 | Closed |
|
35
Stifel Financial
St. Louis,
Missouri
| – | -$123K | -11,403 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$2K | -127 | Closed |
|
VGI Hedge Fund Activity: Q4 2020 in Review
32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q4 2020, worth a combined $31.9M — up 13% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VGI positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $643K. The largest seller was Shaker Financial Services, cutting an estimated $552K.
- 32 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $31.9M of Virtus Global Multi-Sector Income Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 8 funds opened new Virtus Global Multi-Sector Income Fund positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest Virtus Global Multi-Sector Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $643K added.
- The largest Virtus Global Multi-Sector Income Fund seller in Q4 2020 was Shaker Financial Services, an estimated $552K sold.
Based on aggregated 13F filings for Q4 2020.