ZTR
Virtus Total Return Fund
ZTR
ZTR
46 hedge funds and large institutions have $123M invested in Virtus Total Return Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Holders
46
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6M | |
| 2 | +$1.1M | |
| 3 | +$763K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$385K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$143K |
Top Sellers
| 1 | -$9.51M | |
| 2 | -$4.67M | |
| 3 | -$915K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$637K |
| 5 |
IT
Independence Trust
Franklin,
Tennessee
|
-$467K |