VGI

Virtus Global Multi-Sector Income Fund
VGI

Overview Fund Activity

27 hedge funds and large institutions have $24.5M invested in Virtus Global Multi-Sector Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$6.94M
2
SFS
2
Shaker Financial Services
Virginia
$1.28M
3
KOMWMG
3
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$847K
4
Invesco
4
Invesco
Georgia
$1.73M
5
CCP
5
Clough Capital Partners
Massachusetts
$358K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$275K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
UBS Group
3
UBS Group
Switzerland
$1.14M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40K
5
Wells Fargo
5
Wells Fargo
California
$69K
Name Market Value Shares Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$6.94M 555,025 +106,468 +24%
GC
2
Guggenheim Capital
Illinois
$3.97M 317,278 +1,821 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$2.26M 180,421 +16,663 +10%
UR
4
USCA RIA
Texas
$1.75M 139,960 +775 +0.6%
Invesco
5
Invesco
Georgia
$1.73M 137,989 +37,014 +37%
SFS
6
Shaker Financial Services
Virginia
$1.28M 102,115 +102,115 New
UBS Group
7
UBS Group
Switzerland
$1.14M 91,075 -10,378 -10%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$905K 72,400 +6,800 +10%
KOMWMG
9
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$847K 67,760 +67,760 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$574K 45,897 -2,040 -4%
SWM
11
SeaCrest Wealth Management
New York
$518K 41,461 +5,540 +15%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$502K 40,126 +10,705 +36%
CCP
13
Clough Capital Partners
Massachusetts
$358K 28,600 +28,600 New
Ameriprise
14
Ameriprise
Minnesota
$275K 139 -71,323 -100%
Bank of America
15
Bank of America
North Carolina
$264K 21,139 -908 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$254K 20,330 +20,330 New
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$223K 17,800 – –
IAA
18
Independent Advisor Alliance
North Carolina
$155K 12,433 +12,433 New
AG
19
Advisor Group
Arizona
$136K 10,837 +2,267 +26%
1W
20
1776 Wealth
Georgia
$123K 9,847 +9,847 New
WAM
21
Wolverine Asset Management
Illinois
$109K 8,789 +8,789 New
Wells Fargo
22
Wells Fargo
California
$69K 5,501 -3,000 -35%
WEC
23
Winslow Evans & Crocker
Massachusetts
$46K 3,576 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$40K 3,194 -3,651 -53%
Citigroup
25
Citigroup
New York
$31K 2,477 +59 +2%
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