Virtus Total Return Fund
ZTR
39 hedge funds and large institutions have $8.77M invested in Virtus Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more funds holding
Funds holding: 38 → 39 (+1)
0.08% more ownership
Funds ownership: 3.93% → 4.01% (+0.08%)
19% less capital invested
Capital invested by funds: $10.8M → $8.77M (-$2.01M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$529K |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$291K |
| 4 |
Millennium Management
New York
|
-$206K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$182K |
ZTR Hedge Fund Activity: Q4 2018 in Review
39 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund (ZTR) for Q4 2018, worth a combined $8.77M — down 19% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ZTR positions and 9 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $888K. The largest seller was Morgan Stanley, cutting an estimated $1.8M.
- 39 institutional investors held Virtus Total Return Fund (ZTR) as of Q4 2018, up from 38 in Q3 2018.
- Funds reported $8.77M of Virtus Total Return Fund stock for Q4 2018, down 19% quarter-over-quarter.
- 11 funds opened new Virtus Total Return Fund positions in Q4 2018 and 9 closed out, a net change of +2 holders.
- The largest Virtus Total Return Fund buyer in Q4 2018 was Clough Capital Partners, an estimated $888K added.
- The largest Virtus Total Return Fund seller in Q4 2018 was Morgan Stanley, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2018.