Virtus Total Return Fund
ZTR
33 hedge funds and large institutions have $15.6M invested in Virtus Total Return Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 8 closing their positions.
2.03% less ownership
Funds ownership: 6.84% → 4.82% (-2%)
3% less funds holding
Funds holding: 34 → 33 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
28% less capital invested
Capital invested by funds: $21.7M → $15.6M (-$6.1M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
Top Sellers
ZTR Hedge Fund Activity: Q2 2017 in Review
33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund (ZTR) for Q2 2017, worth a combined $15.6M — down 28% from $21.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ZTR and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 8 added.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $1.2M. The largest seller was Wells Fargo, cutting an estimated $3.82M.
- 33 institutional investors held Virtus Total Return Fund (ZTR) as of Q2 2017, down from 34 in Q1 2017.
- Funds reported $15.6M of Virtus Total Return Fund stock for Q2 2017, down 28% quarter-over-quarter.
- 7 funds opened new Virtus Total Return Fund positions in Q2 2017 and 8 closed out, a net change of -1 holder.
- The largest Virtus Total Return Fund buyer in Q2 2017 was Bank of Nova Scotia, an estimated $1.2M added.
- The largest Virtus Total Return Fund seller in Q2 2017 was Wells Fargo, an estimated $3.82M sold.
Based on aggregated 13F filings for Q2 2017.