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VGI

Virtus Global Multi-Sector Income Fund

21 hedge funds and large institutions have $43.9M invested in Virtus Global Multi-Sector Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.51% less ownership

Funds ownership: 26.4%24.89% (-1.5%)

12% less capital invested

Capital invested by funds: $49.7M → $43.9M (-$5.72M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.9M -$210K -12,621 -1%
Morgan Stanley
2
Morgan Stanley
New York
$7.71M -$758K -45,588 -8%
GC
3
Guggenheim Capital
Illinois
$5.34M -$276K -16,629 -5%
RCM
4
Rivernorth Capital Management
Florida
$5.28M
AAM
5
Advisors Asset Management
Colorado
$3.29M +$37.4K +2,248 +1%
Invesco
6
Invesco
Georgia
$1.56M -$48K -2,887 -3%
SIA
7
Sit Investment Associates
Minnesota
$1.04M +$1.11M +66,538 New
PPA
8
Parametric Portfolio Associates
Washington
$1.03M -$7.73K -465 -0.7%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$997K +$1.06M +63,591 New
RJA
10
Raymond James & Associates
Florida
$788K -$372K -22,411 -31%
Wells Fargo
11
Wells Fargo
California
$717K +$47.2K +2,839 +7%
Bank of America
12
Bank of America
North Carolina
$549K +$386K +23,210 +197%
DA
13
Doliver Advisors
Texas
$255K +$270K +16,242 New
Citigroup
14
Citigroup
New York
$178K -$60.2K -3,625 -24%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$103K +$100K +6,040 +1,162%
USGIU
16
U.S. Global Investors (USGI)
Texas
$69K
TRCT
17
Tower Research Capital (TRC)
New York
$60K +$52.9K +3,182 +500%
FNBT
18
FineMark National Bank & Trust
Florida
$39K +$8.31K +500 +25%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$20K +$21.6K +1,299 New
AIG
20
American International Group
New York
$17.2K
MFS
21
MSI Financial Services
Massachusetts
$2K
1CP
22
1607 Capital Partners
Virginia
-$2.83M -169,058 Closed
YMRC
23
Yorktown Management & Research Company
Virginia
-$1.11M -66,200 Closed
SCM
24
Saba Capital Management
New York
-$266K -15,932 Closed
Deutsche Bank
25
Deutsche Bank
Germany
-$8K -500 Closed

VGI Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q2 2015, worth a combined $43.9M — down 12% from $49.7M a quarter earlier.

Fund positioning in VGI was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.11M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.83M sold.

  • 21 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $43.9M of Virtus Global Multi-Sector Income Fund stock for Q2 2015, down 12% quarter-over-quarter.
  • 4 funds opened new Virtus Global Multi-Sector Income Fund positions in Q2 2015 and 4 closed out, a net change of 0 holders.
  • The largest Virtus Global Multi-Sector Income Fund buyer in Q2 2015 was Sit Investment Associates, an estimated $1.11M added.
  • The largest Virtus Global Multi-Sector Income Fund seller in Q2 2015 was 1607 Capital Partners, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2015.