Virtus Global Multi-Sector Income Fund
VGI
28 hedge funds and large institutions have $34.2M invested in Virtus Global Multi-Sector Income Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1.99% more ownership
Funds ownership: 25.14% → 27.12% (+2%)
2% more capital invested
Capital invested by funds: $33.5M → $34.2M (+$774K)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.36M |
| 2 |
Morgan Stanley
New York
|
+$1.04M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$586K |
| 4 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$401K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$567K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$547K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$406K |
| 4 |
LPL Financial
San Diego,
California
|
-$252K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
26
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $19K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | -$9.76K | -838 | -36% |
|
|
DAM
28
Delta Asset Management
Memphis,
Tennessee
| $7K | +$7.57K | +650 | New |
|
|
29
LPL Financial
San Diego,
California
| – | -$252K | -21,394 | Closed |
|
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$123K | -10,464 | Closed |
|
|
BWA
31
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$108K | -9,200 | Closed |
|
|
FCM
32
Firestone Capital Management
Coral Gables,
Florida
| – | -$51K | -4,300 | Closed |
|
|
CFA
33
Cahill Financial Advisors
Edina,
Minnesota
| – | -$27K | -2,309 | Closed |
|
34
Citigroup
New York
| – | -$7K | -646 | Closed |
|
VGI Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q4 2021, worth a combined $34.2M — up 2.3% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VGI positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.36M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $567K.
- 28 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $34.2M of Virtus Global Multi-Sector Income Fund stock for Q4 2021, up 2.3% quarter-over-quarter.
- 8 funds opened new Virtus Global Multi-Sector Income Fund positions in Q4 2021 and 7 closed out, a net change of +1 holder.
- The largest Virtus Global Multi-Sector Income Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $1.36M added.
- The largest Virtus Global Multi-Sector Income Fund seller in Q4 2021 was U.S. Capital Wealth Advisors, an estimated $567K sold.
Based on aggregated 13F filings for Q4 2021.