We are live on ! Find out more
VRTSP

Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock

Delisted

VRTSP was delisted on the 3rd of February, 2020.

17 hedge funds and large institutions have $103M invested in Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $114M → $103M (-$10.9M)

11% less funds holding

Funds holding: 1917 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Wolverine Asset Management
Illinois
$24.8M -$331K -3,108 -1%
CL
2
CSS LLC
Illinois
$13.9M +$1.44M +13,513 +11%
Calamos Advisors
3
Calamos Advisors
Illinois
$13.9M
Wells Fargo
4
Wells Fargo
California
$11.3M -$1.06M -9,900 -8%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.8M +$2.79M +26,175 +62%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.65M
Citigroup
7
Citigroup
New York
$4.75M +$2.27M +21,318 +80%
ICM
8
Ionic Capital Management
New York
$3.46M +$3.73M +35,000 New
SIM
9
SSI Investment Management
California
$3.41M
CAM
10
Camden Asset Management
California
$2.96M +$3.2M +30,000 New
ES
11
Equitec Specialists
Illinois
$2.92M +$874K +8,200 +39%
Morgan Stanley
12
Morgan Stanley
New York
$2.64M -$2.14M -20,050 -43%
AA
13
AQR Arbitrage
Connecticut
$1.78M
Barclays
14
Barclays
United Kingdom
$1.19M -$2.67M -25,000 -68%
CC
15
Cannell Capital
Wyoming
$1.05M
Bank of America
16
Bank of America
North Carolina
$993K -$1.07M -10,000 -50%
Millennium Management
17
Millennium Management
New York
$250K -$521K -4,884 -66%
UBS Group
18
UBS Group
Switzerland
$54K +$5.65K +53 +11%
AGC
19
Angelo Gordon & Co
New York
-$5.41M -50,000 Closed
MA
20
MUFG Americas
New York
-$2.84M -26,175 Closed
VF
21
Virtu Financial
New York
-$237K -2,157 Closed

VRTSP Hedge Fund Activity: Q3 2018 in Review

17 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock (VRTSP) for Q3 2018, worth a combined $103M — down 9.6% from $114M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VRTSP and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Ionic Capital Management, opening a new position worth an estimated $3.73M. The largest seller was Angelo Gordon & Co, exiting entirely with an estimated $5.41M sold.

  • 17 institutional investors held Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock (VRTSP) as of Q3 2018, down from 19 in Q2 2018.
  • Funds reported $103M of Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock stock for Q3 2018, down 9.6% quarter-over-quarter.
  • 2 funds opened new Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock positions in Q3 2018 and 3 closed out, a net change of -1 holder.
  • The largest Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock buyer in Q3 2018 was Ionic Capital Management, an estimated $3.73M added.
  • The largest Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock seller in Q3 2018 was Angelo Gordon & Co, an estimated $5.41M sold.

Based on aggregated 13F filings for Q3 2018.