Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
30 Jun ‘14
2001
2 7 5 327%
2002
2 6 4 37.9%
2003
2 15 13 11.7%
EAD
2004
Allspring Income Opportunities Fund
EAD
$408M
2 6 4 27.7%
2005
2 7 5 29.2%
2006
2 10 8 405%
2007
2 8 6 20.5%
2008
2 7 5 176%
2009
2 5 3 71.8%
2010
2 8 6 66.4%
NCZ
2011
Virtus Convertible & Income Fund II
NCZ
$269M
2 5 3 64.7%
2012
2 5 3 42.6%
2013
2 5 3 39.7%
2014
2 9 7 60.9%
2015
2 4 2 31.3%
2016
2 4 2 63.3%
2017
2 14 12 79.7%
2018
2 7 5 77.4%
2019
2 7 5 9.38%
2020
2 3 1 7.83%
2021
2 2 0 50.6%
2022
2 5 3 19.4%
2023
2 6 4 24.7%
2024
2 4 2 137%
2025
2 3 1 15.7%
79 80
81
82 83