Virtus Total Return Fund
ZTR
34 hedge funds and large institutions have $15.5M invested in Virtus Total Return Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
1% more capital invested
Capital invested by funds: $15.4M → $15.5M (+$127K)
0.33% more ownership
Funds ownership: 5.39% → 5.72% (+0.33%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$239K |
| 2 |
Morgan Stanley
New York
|
-$136K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$71.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$45.2K |
ZTR Hedge Fund Activity: Q3 2019 in Review
34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Virtus Total Return Fund (ZTR) for Q3 2019, worth a combined $15.5M — up 0.82% from $15.4M a quarter earlier.
Fund positioning in ZTR was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 11 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $762K. The largest seller was LPL Financial, cutting an estimated $239K.
- 34 institutional investors held Virtus Total Return Fund (ZTR) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $15.5M of Virtus Total Return Fund stock for Q3 2019, up 0.82% quarter-over-quarter.
- 4 funds opened new Virtus Total Return Fund positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest Virtus Total Return Fund buyer in Q3 2019 was Centaurus Financial, an estimated $762K added.
- The largest Virtus Total Return Fund seller in Q3 2019 was LPL Financial, an estimated $239K sold.
Based on aggregated 13F filings for Q3 2019.