ZTR

Virtus Total Return Fund
ZTR

Overview Fund Trends Analyst Outlook Journalist POV

43 hedge funds and large institutions have $171M invested in Virtus Total Return Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$17.7M
2
+$681K
3
+$546K
4
Bank of America
Bank of America
North Carolina
+$542K
5
Stifel Financial
Stifel Financial
Missouri
+$512K

Top Sellers

1
-$12.4M
2
-$970K
3
-$678K
4
WAM
Wolverine Asset Management
Illinois
-$446K
5
SG Americas Securities
SG Americas Securities
New York
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$190K
27
$188K
28
$70K
29
$67K
30
$56K
31
$38.3K
32
$36K
33
$28K
34
$24K
35
$22K
36
$14K
37
$8K
38
$7K
39
$4K
40
$3K
41
$1K
42
$101
43
–
44
–
45
–
46
–
47
–
48
–
1
2