Virtus Total Return Fund Inc.
ZF was delisted on the 15th of November, 2019.
39 hedge funds and large institutions have $28.7M invested in Virtus Total Return Fund Inc. in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 10 closing their positions.
42% more capital invested
Capital invested by funds: $20.2M → $28.7M (+$8.51M)
6.55% more ownership
Funds ownership: 8.89% → 15.45% (+6.6%)
5% less funds holding
Funds holding: 41 → 39 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.53M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.1M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.64M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.27M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$471K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$426K |
| 3 |
WPA
Winning Points Advisors
Boca Raton,
Florida
|
-$407K |
| 4 |
Morgan Stanley
New York
|
-$263K |
| 5 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
-$77K |
ZF Hedge Fund Activity: Q4 2018 in Review
39 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund Inc. (ZF) for Q4 2018, worth a combined $28.7M — up 42% from $20.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ZF and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 10 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.53M. The largest seller was Advisors Asset Management, cutting an estimated $471K.
- 39 institutional investors held Virtus Total Return Fund Inc. (ZF) as of Q4 2018, down from 41 in Q3 2018.
- Funds reported $28.7M of Virtus Total Return Fund Inc. stock for Q4 2018, up 42% quarter-over-quarter.
- 9 funds opened new Virtus Total Return Fund Inc. positions in Q4 2018 and 10 closed out, a net change of -1 holder.
- The largest Virtus Total Return Fund Inc. buyer in Q4 2018 was Rivernorth Capital Management, an estimated $3.53M added.
- The largest Virtus Total Return Fund Inc. seller in Q4 2018 was Advisors Asset Management, an estimated $471K sold.
Based on aggregated 13F filings for Q4 2018.