Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus Dividend Interest & P (NFJ)

120 + Investors. Track Smart Money conviction in NFJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — NFJ

Based on 121 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NFJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
121 funds currently hold this stock — 92% of the 3.0-year high of 131 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NFJ is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

53 buying62 selling
Last quarter: 62 funds reduced or exited vs 53 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 10 → 23 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 20% new
72 out of 121 hedge funds have held NFJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 19 → 10 → 23 → 14 new funds/Q
New funds entering each quarter: 19 → 10 → 23 → 14. A growing number of institutions are discovering NFJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 26% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Entry-cohort mix of 121 holders: 78 (64%) are 2+ year veterans, 12 entered 1–2 years ago, and 31 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
13 of 121 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in NFJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NFJ

In 2026 Q1, 53 hedge funds were net buyers of NFJ (14 opened a new position, 39 added to an existing one), while 62 reduced or exited (45 trimmed, 17 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in NFJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 121.

Hedge Fund Ownership: NFJ

How many hedge funds hold NFJ — quarterly history vs. share price
Quarterly hedge fund ownership of NFJ vs. share price

Market Analysis: NFJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NFJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Virtus Dividend Interest & P (NFJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NFJ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
NFJ
+21.1%
XLF
+8.5%

NFJ outperformed XLF by +12.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
NFJ
+6.0%
XLF
+4.8%

Since the filing became public, NFJ outperformed XLF by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: NFJ
120 + Investors

Track Smart Money conviction in NFJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 120 124 -3.23%
13F Shares 38M 37M 0.38%
Total Value $456M $483M -5.56%
New Positions 13 23 -10
Increased Positions 39 33 +6
Closed Positions 17 17 -
Reduced Positions 45 45 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NFJ

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Financial Highlights

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Institutional Holders (2026 Q1)

120 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NFJ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NFJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 3.56% 10,213,194 $128.8M
2 Fund Advisors of America Inc/FL 0.75% 58,610 $739K
3 Shaker Financial Services, LLC 0.69% 156,527 $2.0M
4 Closed-End Fund Advisors, Inc. 0.59% 46,184 $582K
5 Berry Wealth Group, LP 0.56% 11,949 $151K
6 Blue Bell Private Wealth Management, LLC 0.52% 288,968 $3.6M
7 Accredited Investor Services, LLC 0.37% 46,143 $582K
8 Beckerman Institutional, LLC 0.37% 55,429 $699K
9 Pointe Capital Management LLC 0.27% 42,556 $537K
10 Opal Wealth Advisors, LLC 0.21% 74,131 $935K
11 Comprehensive Money Management Services LLC 0.20% 24,450 $308K
12 Advisors Asset Management, Inc. 0.18% 862,480 $10.9M
13 Jupiter Wealth Management LLC 0.12% 21,421 $312K
14 Camelot Portfolios, LLC 0.12% 12,796 $161K
15 Evolve Private Wealth, LLC 0.12% 172,743 $2.2M
16 WPG Advisers, LLC 0.07% 7,754 $98K
17 WealthShield Partners, LLC 0.06% 44,449 $561K
18 Alteri Wealth LLC 0.06% 13,893 $175K
19 Core Wealth Advisors, Inc. 0.05% 17,203 $217K
20 Advisor OS, LLC 0.05% 52,072 $657K
21 Guggenheim Capital LLC 0.04% 449,895 $5.7M
22 Ionic Capital Management LLC 0.04% 40,000 $504K
23 Uhlmann Price Securities, LLC 0.04% 43,174 $544K
24 Allspring Global Investments Holdings, LLC 0.04% 1,673,273 $21.1M
25 Ashton Thomas Securities, LLC 0.03% 17,425 $220K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Virtus Dividend Interest & P (NFJ)

What does the Smart Money Trend signal show for NFJ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NFJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NFJ?

More sellers than buyers — 46% buying: Last quarter: 62 funds reduced or exited vs 53 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NFJ holders?

Elite ownership — 46% AUM from top-100 funds: 13 of 121 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in NFJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NFJ?

60% of holders stayed for 2+ years: 72 out of 121 hedge funds have held NFJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Virtus Dividend Interest & P (NFJ) following the 2026 Q1 hedge fund 13F filings?

As of today, NFJ has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), NFJ has gained +21.1% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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