ZTR
Virtus Total Return Fund
ZTR
ZTR
75 hedge funds and large institutions have $130M invested in Virtus Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
40% less capital invested
Capital invested by funds: $218M → $130M (-$87.5M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
75
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.87M | |
| 2 | +$1.85M | |
| 3 | +$767K | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$648K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$254K |
Top Sellers
| 1 | -$4.38M | |
| 2 | -$3.37M | |
| 3 | -$1.83M | |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$1.54M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$731K |