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VGI

Virtus Global Multi-Sector Income Fund

31 hedge funds and large institutions have $50.2M invested in Virtus Global Multi-Sector Income Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $42.3M → $50.2M (+$7.99M)

7% more funds holding

Funds holding: 2931 (+2)

4.96% more ownership

Funds ownership: 26.58%31.54% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.49M -$422K -31,810 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6M -$392K -29,501 -7%
SIA
3
Sit Investment Associates
Minnesota
$5.24M +$3.16M +238,058 +180%
RCM
4
Rivernorth Capital Management
Florida
$4.77M
AAM
5
Advisors Asset Management
Colorado
$4.58M +$610K +45,959 +17%
GC
6
Guggenheim Capital
Illinois
$4.51M -$89.5K -6,743 -2%
SFS
7
Shaker Financial Services
Virginia
$4.47M +$13.4K +1,007 +0.3%
LCM
8
Laurion Capital Management
New York
$3.32M +$1.79M +134,469 +135%
SCM
9
Saba Capital Management
New York
$2.23M +$2.09M +157,441 New
Invesco
10
Invesco
Georgia
$1.66M +$127K +9,584 +9%
KIM
11
Karpus Investment Management
New York
$1.42M +$1.33M +100,000 New
PPA
12
Parametric Portfolio Associates
Washington
$922K -$18.1K -1,360 -2%
Wells Fargo
13
Wells Fargo
California
$756K -$284K -21,364 -29%
RJA
14
Raymond James & Associates
Florida
$601K +$239K +18,000 +74%
Bank of America
15
Bank of America
North Carolina
$407K +$222K +16,759 +140%
Citigroup
16
Citigroup
New York
$341K +$249K +18,757 +353%
DA
17
Doliver Advisors
Texas
$279K -$86.7K -6,530 -25%
RCM
18
Robinson Capital Management
Michigan
$213K +$199K +15,000 New
LCM
19
Landscape Capital Management
New Jersey
$183K -$171K -12,887 -50%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$160K +$139K +10,437 +1,205%
Stifel Financial
21
Stifel Financial
Missouri
$153K +$144K +10,827 New
SG Americas Securities
22
SG Americas Securities
New York
$150K +$2.65K +200 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$102K +$5.23K +394 +6%
CWA
24
Cypress Wealth Advisors
California
$99K +$136K +10,262 New
USGIU
25
U.S. Global Investors (USGI)
Texas
$62K -$1.25K -94 -2%

VGI Hedge Fund Activity: Q1 2016 in Review

31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q1 2016, worth a combined $50.2M — up 19% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VGI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.16M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $814K sold.

  • 31 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q1 2016, up from 29 in Q4 2015.
  • Funds reported $50.2M of Virtus Global Multi-Sector Income Fund stock for Q1 2016, up 19% quarter-over-quarter.
  • 7 funds opened new Virtus Global Multi-Sector Income Fund positions in Q1 2016 and 5 closed out, a net change of +2 holders.
  • The largest Virtus Global Multi-Sector Income Fund buyer in Q1 2016 was Sit Investment Associates, an estimated $3.16M added.
  • The largest Virtus Global Multi-Sector Income Fund seller in Q1 2016 was Virtu KCG Holdings, an estimated $814K sold.

Based on aggregated 13F filings for Q1 2016.