Virtus Total Return Fund
ZTR
45 hedge funds and large institutions have $143M invested in Virtus Total Return Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
18% more capital invested
Capital invested by funds: $121M → $143M (+$22.2M)
10% more funds holding
Funds holding: 41 → 45 (+4)
4.24% more ownership
Funds ownership: 27.15% → 31.39% (+4.2%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
ZTR Hedge Fund Activity: Q3 2013 in Review
45 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund (ZTR) for Q3 2013, worth a combined $143M — up 18% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ZTR positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $16.3M. The largest seller was Commerzbank Aktiengesellschaft, exiting entirely with an estimated $5.14M sold.
- 45 institutional investors held Virtus Total Return Fund (ZTR) as of Q3 2013, up from 41 in Q2 2013.
- Funds reported $143M of Virtus Total Return Fund stock for Q3 2013, up 18% quarter-over-quarter.
- 8 funds opened new Virtus Total Return Fund positions in Q3 2013 and 3 closed out, a net change of +5 holders.
- The largest Virtus Total Return Fund buyer in Q3 2013 was Sit Investment Associates, an estimated $16.3M added.
- The largest Virtus Total Return Fund seller in Q3 2013 was Commerzbank Aktiengesellschaft, an estimated $5.14M sold.
Based on aggregated 13F filings for Q3 2013.