Virtus Investment Partners
VRTS
135 hedge funds and large institutions have $862M invested in Virtus Investment Partners in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
9% more capital invested
Capital invested by funds: $792M → $862M (+$69.9M)
0.98% more ownership
Funds ownership: 96.1% → 97.08% (+0.98%)
1% more funds holding
Funds holding: 134 → 135 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$34.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$8.37M |
| 4 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$5.18M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
-$9.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$9.52M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$8.87M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.13M |
| 5 |
Millennium Management
New York
|
-$6.53M |
VRTS Hedge Fund Activity: Q1 2018 in Review
135 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2018, worth a combined $862M — up 8.8% from $792M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VRTS positions and 11 closed out — a net gain of 2 holders — while 48 added to existing stakes and 41 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $34.9M. The largest seller was Huber Capital Management, cutting an estimated $9.56M.
- 135 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2018, up from 134 in Q4 2017.
- Funds reported $862M of Virtus Investment Partners stock for Q1 2018, up 8.8% quarter-over-quarter.
- 13 funds opened new Virtus Investment Partners positions in Q1 2018 and 11 closed out, a net change of +2 holders.
- The largest Virtus Investment Partners buyer in Q1 2018 was Wellington Management Group, an estimated $34.9M added.
- The largest Virtus Investment Partners seller in Q1 2018 was Huber Capital Management, an estimated $9.56M sold.
Based on aggregated 13F filings for Q1 2018.