ZTR
Virtus Total Return Fund
ZTR
ZTR
83 hedge funds and large institutions have $130M invested in Virtus Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
9% less capital invested
Capital invested by funds: $142M → $130M (-$12.4M)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Holders
83
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.67M | |
| 2 | +$1.49M | |
| 3 | +$1.14M | |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.07M |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$951K |
Top Sellers
| 1 | -$11.6M | |
| 2 | -$4.33M | |
| 3 | -$3.64M | |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.92M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$680K |