Virtus Investment Partners
VRTS
127 hedge funds and large institutions have $699M invested in Virtus Investment Partners in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
5% more funds holding
Funds holding: 121 → 127 (+6)
3.14% more ownership
Funds ownership: 97.42% → 100.56% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
75% less capital inflows, than outflows
Capital inflows: $58.5M | Capital outflows: $231M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.1M |
| 2 |
JP Morgan Chase
New York
|
+$10.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.53M |
| 4 |
Royce & Associates
New York
|
+$4.21M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$189M |
| 2 |
Granite Investment Partners
El Segundo,
California
|
-$8.82M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$7.98M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$5.54M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.31M |
VRTS Hedge Fund Activity: Q4 2016 in Review
127 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2016, worth a combined $699M — down 5% from $736M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new VRTS positions and 18 closed out — a net gain of 8 holders — while 38 added to existing stakes and 40 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $12.1M. The largest seller was Bank of Montreal, cutting an estimated $189M.
- 127 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2016, up from 121 in Q3 2016.
- Funds reported $699M of Virtus Investment Partners stock for Q4 2016, down 5% quarter-over-quarter.
- 26 funds opened new Virtus Investment Partners positions in Q4 2016 and 18 closed out, a net change of +8 holders.
- The largest Virtus Investment Partners buyer in Q4 2016 was Royal Bank of Canada, an estimated $12.1M added.
- The largest Virtus Investment Partners seller in Q4 2016 was Bank of Montreal, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2016.