Virtus Total Return Fund Inc.
ZF was delisted on the 15th of November, 2019.
42 hedge funds and large institutions have $39.6M invested in Virtus Total Return Fund Inc. in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
14% more funds holding
Funds holding: 37 → 42 (+5)
9% more capital invested
Capital invested by funds: $36.4M → $39.6M (+$3.23M)
1% more ownership
Funds ownership: 10.05% → 11.05% (+1%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$7.15M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$869K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$264K |
| 4 |
Morgan Stanley
New York
|
+$246K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.02M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$990K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$503K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$477K |
| 5 |
SCM
Saba Capital Management
New York
|
-$409K |
ZF Hedge Fund Activity: Q4 2017 in Review
42 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund Inc. (ZF) for Q4 2017, worth a combined $39.6M — up 8.9% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ZF positions and 7 closed out — a net gain of 5 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $7.15M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.02M.
- 42 institutional investors held Virtus Total Return Fund Inc. (ZF) as of Q4 2017, up from 37 in Q3 2017.
- Funds reported $39.6M of Virtus Total Return Fund Inc. stock for Q4 2017, up 8.9% quarter-over-quarter.
- 12 funds opened new Virtus Total Return Fund Inc. positions in Q4 2017 and 7 closed out, a net change of +5 holders.
- The largest Virtus Total Return Fund Inc. buyer in Q4 2017 was Rivernorth Capital Management, an estimated $7.15M added.
- The largest Virtus Total Return Fund Inc. seller in Q4 2017 was Thomas J. Herzfeld Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2017.