Saba Capital Management, L.P. filed a Schedule 13D on Sept. 30, 2026 reporting beneficial ownership of 2,519,703 shares of Virtus Total Return Fund Inc. Common Shares, $0.001 par value, or 5.04% of the class. The filing gives Sept. 28, 2026 as the date of the event that required it.
\nIn Item 4, which sets out the purpose of the transaction, the filing says: \"Furthermore, the Reporting Person may seek to influence the Issuer to engage in share buy-backs, tenders, and liquidations and/or to change its governance, investment strategy and/or investment manager (which may be the Reporting Person).\"
\nThe filing is made jointly with Boaz R. Weinstein, Saba Capital Management GP, LLC.
", "text": "Saba Capital Management, L.P. filed a Schedule 13D on Sept. 30, 2026 reporting beneficial ownership of 2,519,703 shares of Virtus Total Return Fund Inc. Common Shares, $0.001 par value, or 5.04% of the class. The filing gives Sept. 28, 2026 as the date of the event that required it.\n\nIn Item 4, which sets out the purpose of the transaction, the filing says: \"Furthermore, the Reporting Person may seek to influence the Issuer to engage in share buy-backs, tenders, and liquidations and/or to change its governance, investment strategy and/or investment manager (which may be the Reporting Person).\"\n\nThe filing is made jointly with Boaz R. Weinstein, Saba Capital Management GP, LLC." }, "claims": [], "contact": "research@alphanume.com", "corrections": [], "dek": "Saba Capital Management, L.P. reports 2,519,703 shares in a Schedule 13D filed Sept. 30, 2026.", "desk": "activism", "desk_label": "Activism", "entities": [ { "basis": "identifier or the record itself", "in_headline": true, "name": "Saba Capital", "role": "filer" } ], "facts": [ { "key": "activist", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons (matcher)", "value": "Saba Capital Management, L.P." }, "text": "Saba Capital" }, { "key": "filer", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/reportingPersonName", "value": "Saba Capital Management, L.P." }, "text": "Saba Capital Management, L.P." }, { "key": "issuer", "receipt": "0001062993-26-005116", "source": { "path": "formData/coverPageHeader/issuerInfo/issuerName", "value": "Virtus Total Return Fund Inc." }, "text": "Virtus Total Return Fund Inc." }, { "key": "pct", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/percentOfClass", "value": "5.04" }, "text": "5.04%" }, { "key": "shares", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/aggregateAmountOwned", "value": "2519703" }, "text": "2,519,703" }, { "key": "filed_date", "receipt": "0001062993-26-005116", "source": { "path": "edgar:daily-index/date-filed", "value": "2026-09-30" }, "text": "Sept. 30, 2026" }, { "key": "event_date", "receipt": "0001062993-26-005116", "source": { "path": "formData/coverPageHeader/dateOfEvent", "value": "09/28/2026" }, "text": "Sept. 28, 2026" }, { "key": "purpose_quote", "receipt": "0001062993-26-005116", "source": { "path": "formData/items1To7/item4 (verbatim)", "value": "Furthermore, the Reporting Person may seek to influence the Issuer to engage in share buy-backs, tenders, and liquidations and/or to change its governance, investment strategy and/or investment manager (which may be the Reporting Person)." }, "text": "Furthermore, the Reporting Person may seek to influence the Issuer to engage in share buy-backs, tenders, and liquidations and/or to change its governance, investment strategy and/or investment manager (which may be the Reporting Person)." }, { "key": "demand_phrase", "receipt": "0001062993-26-005116", "source": { "path": "formData/items1To7/item4 (verbatim)", "value": "share buy-backs, tenders, and liquidations" }, "text": "share buy-backs, tenders, and liquidations" }, { "key": "co_filer_0", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons/reportingPersonInfo[2]", "value": "Boaz R. Weinstein" }, "text": "Boaz R. Weinstein" }, { "key": "co_filer_1", "receipt": "0001062993-26-005116", "source": { "path": "formData/reportingPersons/reportingPersonInfo[3]", "value": "Saba Capital Management GP, LLC" }, "text": "Saba Capital Management GP, LLC" }, { "key": "security", "receipt": "0001062993-26-005116", "source": { "path": "formData/coverPageHeader/securitiesClassTitle", "value": "Common Shares, $0.001 par value" }, "text": "Common Shares, $0.001 par value" } ], "guid": "tag:alphanume.com,2026:news:s_wchkb4czkymw", "headline": "Saba Capital discloses a 5.04% stake in Virtus Total Return Fund Inc., 13D shows", "id": "s_wchkb4czkymw", "kind": "story", "legal": { "allegation": false, "stage": null }, "provenance": { "classification": "rule", "models": [ { "model": "claude-opus-5", "prompt": "activism_classify.v1", "purpose": "activism_classify" } ], "review": { "decision": "approved", "method": "independent agent panel", "models": [ "claude-opus-5-5", "claude-opus-5-5" ], "prompt": "story_review.v2", "reviewed_at": "2026-09-30T17:21:21+00:00", "reviewers": 2 }, "template": "activist_13d.v8" }, "published_at": "2026-09-30T17:21:21+00:00", "receipts": [ { "cik": "1510281", "filed": "2026-09-30", "form": "SCHEDULE 13D", "id": "0001062993-26-005116", "label": "Schedule 13D accession 0001062993-26-005116", "source": "edgar", "type": "accession", "type_label": "EDGAR accession", "url": "https://www.sec.gov/Archives/edgar/data/1510281/000106299326005116/0001062993-26-005116-index.htm" } ], "record_date": "2026-09-30", "schema": "alphanume.news/item/v1", "slug": "saba-capital-discloses-a-5-04-stake-in-virtus-total-return-fund-inc-13d-shows", "status": "published", "type": "activist_13d_initial", "updated_at": "2026-09-30T17:21:21+00:00", "version": 1, "url": "https://alphanume-news.vercel.app/stories/saba-capital-discloses-a-5-04-stake-in-virtus-total-return-fund-inc-13d-shows", "api_url": "https://alphanume-news.vercel.app/api/v1/stories/s_wchkb4czkymw" }