Virtus Investment Partners
VRTS
147 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 18 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
24% more capital invested
Capital invested by funds: $1.15B → $1.43B (+$272M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 152 → 147 (-5)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$28.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$16.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$13.3M |
| 4 |
Goldman Sachs
New York
|
+$9.36M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$49.5M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$19.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.55M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.43M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$3.08M |
VRTS Hedge Fund Activity: Q2 2014 in Review
147 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2014, worth a combined $1.43B — up 24% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of VRTS and 13 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 62 added.
The largest buyer was Citadel Advisors, adding an estimated $28.9M. The largest seller was Wellington Management Group, cutting an estimated $49.5M.
- 147 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2014, down from 152 in Q1 2014.
- Funds reported $1.43B of Virtus Investment Partners stock for Q2 2014, up 24% quarter-over-quarter.
- 13 funds opened new Virtus Investment Partners positions in Q2 2014 and 18 closed out, a net change of -5 holders.
- The largest Virtus Investment Partners buyer in Q2 2014 was Citadel Advisors, an estimated $28.9M added.
- The largest Virtus Investment Partners seller in Q2 2014 was Wellington Management Group, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2014.