VGI

Virtus Global Multi-Sector Income Fund

30 hedge funds and large institutions have $34.9M invested in Virtus Global Multi-Sector Income Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.6M 1,352,953 +37,827 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.64M 592,874 +290,277 +96%
1CP
3
1607 Capital Partners
Virginia
$4.59M 586,724 +78,100 +15%
SFS
4
Shaker Financial Services
Virginia
$2.82M 360,250 -42,840 -11%
RJA
5
Raymond James & Associates
Florida
$1.23M 157,659 +56,653 +56%
LPL Financial
6
LPL Financial
California
$1.23M 156,924 +21,717 +16%
RCM
7
Rivernorth Capital Management
Florida
$1.14M 145,887
MC
8
Matisse Capital
Oregon
$1.14M 145,000
GC
9
Guggenheim Capital
Illinois
$1.11M 141,153 -25,881 -15%
NA
10
NewEdge Advisors
Louisiana
$948K 122,250 +8,100 +7%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$691K 88,312
SI
12
Stephens Inc
Arkansas
$688K 87,817 +6,375 +8%
CA
13
Claro Advisors
Massachusetts
$672K 85,828 +51,829 +152%
CA
14
CoreCap Advisors
Michigan
$625K 79,871 +801 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$447K 57,106 +3,947 +7%
Stifel Financial
16
Stifel Financial
Missouri
$344K 43,926 +27,478 +167%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$314K 40,092 -10,104 -20%
SWM
18
SeaCrest Wealth Management
New York
$294K 37,607 +1,331 +4%
MC
19
Moors & Cabot
Massachusetts
$294K 37,500 -79,500 -68%
LCM
20
Landscape Capital Management
New Jersey
$192K 24,575 +24,575 New
Wells Fargo
21
Wells Fargo
California
$185K 23,580 -1,922 -8%
CF
22
Centaurus Financial
California
$131K 16,689 -7,648 -31%
KPWS
23
Kestra Private Wealth Services
Texas
$124K 15,785 +1,100 +7%
UBS Group
24
UBS Group
Switzerland
$118K 15,084 -4,983 -25%
OFG
25
OmniStar Financial Group
North Carolina
$98.8K 12,621 -22 -0.2%