Who Owns VGI?
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND — Institutional Ownership & 13F Holdings
$7.55
-0.05 (-0.66%)
Market Cap
$89.1M
Shares Outstanding
11,313,094
Institutional Holders
30
Total Inst. Value
$31.4M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
3
Closed Positions
8
Increased
12
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $14.6M | 1,887,054 |
| 2 | 1607 Capital Partners, LLC | $3.5M | 449,983 |
| 3 | Shaker Financial Services, LLC | $2.4M | 312,741 |
| 4 | MORGAN STANLEY | $1.9M | 241,582 |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.8M | 228,591 |
| 6 | CoreCap Advisors, LLC | $1.1M | 138,958 |
| 7 | STIFEL FINANCIAL CORP | $884K | 114,202 |
| 8 | Fiera Capital Corp | $729K | 94,187 |
| 9 | STEPHENS INC /AR/ | $661K | 85,490 |
| 10 | NewEdge Advisors, LLC | $596K | 77,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +193K | $14.6M |
| Shaker Financial Services, LLC | +53K | $2.4M |
| RAYMOND JAMES FINANCIAL INC | +35K | $1.8M |
| CoreCap Advisors, LLC | +10K | $1.1M |
| STIFEL FINANCIAL CORP | +8K | $884K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | -79K | $218K |
| 1607 Capital Partners, LLC | -12K | $3.5M |
| UBS Group AG | -11K | $150K |
| MORGAN STANLEY | -9K | $1.9M |
| NewEdge Advisors, LLC | -7K | $596K |
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Frequently Asked Questions
How many institutional investors hold VGI?
As of Q1 2025, 30 institutional investors report holding VGI (VIRTUS GLOBAL MULTI-SECTOR INCOME FUND) in their 13F filings.
Which hedge fund owns the most VGI?
The largest institutional holder of VGI is SIT INVESTMENT ASSOCIATES INC with $14.6M in shares.
Are institutions buying or selling VGI?
This quarter, 3 institutions opened new positions in VGI and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.