Virtus Investment Partners
VRTS
150 hedge funds and large institutions have $1.25B invested in Virtus Investment Partners in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
42% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 45
24% more capital invested
Capital invested by funds: $1.01B → $1.25B (+$242M)
2% less funds holding
Funds holding: 153 → 150 (-3)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8.84M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.83M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$6.69M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$20.8M |
| 2 |
O
OppenheimerFunds
New York
|
-$14.6M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$14M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$8.48M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.09M |
VRTS Hedge Fund Activity: Q4 2013 in Review
150 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2013, worth a combined $1.25B — up 24% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of VRTS and 18 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 64 added.
The largest buyer was Wellington Management Group, adding an estimated $46.7M. The largest seller was Sirios Capital Management, exiting entirely with an estimated $20.8M sold.
- 150 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2013, down from 153 in Q3 2013.
- Funds reported $1.25B of Virtus Investment Partners stock for Q4 2013, up 24% quarter-over-quarter.
- 18 funds opened new Virtus Investment Partners positions in Q4 2013 and 20 closed out, a net change of -2 holders.
- The largest Virtus Investment Partners buyer in Q4 2013 was Wellington Management Group, an estimated $46.7M added.
- The largest Virtus Investment Partners seller in Q4 2013 was Sirios Capital Management, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2013.