ZTR
Virtus Total Return Fund
ZTR
ZTR
43 hedge funds and large institutions have $164M invested in Virtus Total Return Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
2% less capital invested
Capital invested by funds: $167M → $164M (-$3.18M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
43
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.86M | |
| 2 | +$1.04M | |
| 3 | +$872K | |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$473K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$446K |
Top Sellers
| 1 | -$1.36M | |
| 2 | -$814K | |
| 3 | -$533K | |
| 4 |
Morgan Stanley
New York
|
-$289K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$221K |