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VGI

Virtus Global Multi-Sector Income Fund

29 hedge funds and large institutions have $53.2M invested in Virtus Global Multi-Sector Income Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

12% more funds holding

Funds holding: 2629 (+3)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $54.1M → $53.2M (-$911K)

1.88% less ownership

Funds ownership: 31.87%29.98% (-1.9%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.16M +$1.28M +81,720 +19%
UBS Group
2
UBS Group
Switzerland
$7.9M +$86.2K +5,485 +1%
SIA
3
Sit Investment Associates
Minnesota
$7.43M -$1.49M -94,803 -17%
GC
4
Guggenheim Capital
Illinois
$5.2M +$328K +20,855 +7%
KIM
5
Karpus Investment Management
New York
$4.94M -$1.96M -124,905 -29%
AAM
6
Advisors Asset Management
Colorado
$4.94M +$283K +17,993 +6%
SFS
7
Shaker Financial Services
Virginia
$3.32M -$551K -35,032 -14%
RCM
8
Rivernorth Capital Management
Florida
$3.1M -$2.16M -137,105 -41%
Invesco
9
Invesco
Georgia
$2.58M +$330K +20,969 +15%
LCM
10
Laurion Capital Management
New York
$1.79M +$1.77M +112,404 New
CWA
11
Cypress Wealth Advisors
California
$695K +$287K +18,243 +34%
SCM
12
Saba Capital Management
New York
$528K -$1.57M -99,621 -75%
Bank of America
13
Bank of America
North Carolina
$485K +$109K +6,959 +30%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$300K +$297K +18,874 New
RJA
15
Raymond James & Associates
Florida
$278K -$94.3K -6,000 -26%
Wells Fargo
16
Wells Fargo
California
$270K -$351K -22,348 -57%
Stifel Financial
17
Stifel Financial
Missouri
$263K +$3.6K +229 +1%
RCM
18
Robinson Capital Management
Michigan
$238K
ACH
19
ArrowMark Colorado Holdings
Colorado
$236K +$233K +14,829 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$183K +$49.9K +3,175 +38%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$120K -$314 -20 -0.3%
AG
22
Advisor Group
Arizona
$71K +$53.5K +3,400 +309%
NFG
23
Next Financial Group
Texas
$48K +$47.2K +3,000 New
FNBT
24
FineMark National Bank & Trust
Florida
$40K
LCM
25
Liberty Capital Management
Michigan
$39K +$39.3K +2,500 New

VGI Hedge Fund Activity: Q3 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q3 2016, worth a combined $53.2M — down 1.7% from $54.1M 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 9 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.77M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.16M.

  • 29 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q3 2016, up from 26 in Q2 2016.
  • Funds reported $53.2M of Virtus Global Multi-Sector Income Fund stock for Q3 2016, down 1.7% quarter-over-quarter.
  • 8 funds opened new Virtus Global Multi-Sector Income Fund positions in Q3 2016 and 5 closed out, a net change of +3 holders.
  • The largest Virtus Global Multi-Sector Income Fund buyer in Q3 2016 was Laurion Capital Management, an estimated $1.77M added.
  • The largest Virtus Global Multi-Sector Income Fund seller in Q3 2016 was Rivernorth Capital Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2016.