NFJ

Virtus Dvd Intrst & Prm Str

-$9.8M

Net Activity

Institutions Holding

121

Popularity Rank

#4066

Avg Weight

0.09%

Total Value

$480.2M

Ownership Trend

121 institutions currently hold NFJ, with 54 net buyers and 61 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

61

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$135.0M
SC
Saba Capital Management, L.P.
$128.8M
BO
Bank Of America CORP /de/
$33.1M
AG
Allspring Global Investments Holdings, LLC
$21.1M
SF
Stifel Financial CORP
$15.5M

Top 5 by Conviction

SC
Saba Capital Management, L.P.
3.56%
FA
Fund Advisors of America Inc/FL
0.75%
SF
Shaker Financial Services, LLC
0.69%
CF
Closed-End Fund Advisors, Inc.
0.59%
BB
Blue Bell Private Wealth Management, LLC
0.52%
View all 121 holding institutions

Quarterly Activity

Recent Activity

+$212.8M

Total Buy Value

$302.0M

Total Sell Value

New buy13
Trim44
Add41
Sold out17

54

Net Buyers

61

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS DVD INTRST & PRM STR (NFJ)?
Major stakeholders currently include Morgan Stanley ($135.0M), Saba Capital Management, L.P. ($128.8M), Bank Of America CORP /de/ ($33.1M). Based on the latest 13F filings, there are a total of 121 tracked investment funds and institutions maintaining positions in NFJ.
What is the overall institutional sentiment toward NFJ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.8M, driven by 54 managers accumulating shares while 61 reduced their exposure.
Which institutions have been selling or reducing their NFJ positions?
In the latest period, 44 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $302.0M.
Are there any notable investors adding NFJ to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 41 existing holders added to their shares. The total reported buy value for the quarter amounted to $212.8M.

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