Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus Global Multi-Sector I (VGI)

36 + Investors. Track Smart Money conviction in VGI. 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
69%

Smart Money Signals — VGI

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold VGI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

22 buying10 selling
Last quarter: 22 funds were net buyers (4 opened a brand new position + 18 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 31% medium ■ 14% new
20 out of 36 hedge funds have held VGI 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.
📊

Peak discovery — momentum slowing

4 → 5 → 6 → 3 → 4 new funds/Q
New funds entering each quarter: 5 → 6 → 3 → 4. VGI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 22% newcomers

■ 58% veterans ■ 19% 1-2yr ■ 22% new
Entry-cohort mix of 36 holders: 21 (58%) are 2+ year veterans, 7 entered 1–2 years ago, and 8 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
7 of 36 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — VGI

In 2026 Q2, 22 hedge funds were net buyers of VGI (4 opened a new position, 18 added to an existing one), while 10 reduced or exited (9 trimmed, 1 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 39% of total institutional value in VGI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: VGI

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

Market Analysis: VGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VGI
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 33 9.09%
13F Shares 4M 4M 6.13%
Total Value $17M $16M 10.01%
New Positions 4 3 +1
Increased Positions 18 17 +1
Closed Positions 1 5 -4
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGI

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 VGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.50% 214,646 $1.6M
2 Total Wealth Planning & Management, Inc. 0.24% 46,936 $352K
3 Van Diest Capital, LLC 0.12% 18,548 $139K
4 Closed-End Fund Advisors, Inc. 0.08% 11,533 $86K
5 Worth Asset Management, LLC 0.06% 24,412 $183K
6 1607 Capital Partners, LLC 0.05% 81,804 $614K
7 CoreCap Advisors, LLC 0.04% 173,428 $1.3M
8 SeaCrest Wealth Management, LLC 0.03% 39,030 $293K
9 Founders Financial Alliance, LLC 0.02% 24,467 $183K
10 Stephens Inc /Ar/ 0.01% 79,218 $594K
11 Kovack Advisors, Inc. 0.01% 18,049 $135K
12 Fiera Capital Corp 0.00% 154,898 $1.2M
13 International Assets Investment Management, LLC 0.00% 7,025 $53K
14 NewEdge Advisors, LLC 0.00% 116,433 $873K
15 Kestra Private Wealth Services, LLC 0.00% 12,225 $92K
16 Kestra Advisory Services, LLC 0.00% 38,607 $290K
17 Wolverine Asset Management LLC 0.00% 12,913 $97K
18 Osaic Holdings, INC. 0.00% 89,694 $673K
19 Highline Wealth Partners LLC 0.00% 500 $4K
20 Stifel Financial Corp 0.00% 117,724 $883K
21 LPL Financial LLC 0.00% 344,710 $2.6M
22 Raymond James Financial Inc 0.00% 169,306 $1.3M
23 Cetera Investment Advisers 0.00% 26,717 $200K
24 Morgan Stanley 0.00% 321,166 $2.4M
25 HighTower Advisors, LLC 0.00% 13,385 $100K
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 Global Multi-Sector I (VGI)

What does the Smart Money Trend signal show for VGI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VGI?

More buyers than sellers — 69% buying: Last quarter: 22 funds were net buyers (4 opened a brand new position + 18 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGI holders?

Strong quality — 39% AUM from major funds: 7 of 36 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VGI?

56% of holders stayed for 2+ years: 20 out of 36 hedge funds have held VGI 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.

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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