ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

33 hedge funds and large institutions have $47.4M invested in Virtus Diversified Income & Convertible Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$8.33M
2
CRC
2
Curi RMB Capital
Illinois
$704K
3
Cohen & Steers
3
Cohen & Steers
New York
$4.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$331K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$2.52M
2
RJA
2
Raymond James & Associates
Florida
$2.28M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
GC
4
Guggenheim Capital
Illinois
$6.86M
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
26
Baldwin Wealth Partners
Massachusetts
$51K 2,000 – –
SPIA
27
Steward Partners Investment Advisory
New York
$34K 1,325 -700 -35%
SWM
28
Sugarloaf Wealth Management
Georgia
$31K 1,210 +24 +2%
AWM
29
Avior Wealth Management
Nebraska
$20K 800 – –
Citigroup
30
Citigroup
New York
$18K 717 +717 New
NFSG
31
Newbridge Financial Services Group
Florida
$12K 480 +480 New
PAM
32
Panagora Asset Management
Massachusetts
$5K 182 – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$1K 27 – –
SFS
34
Shaker Financial Services
Virginia
– – -34,103 Closed
WS
35
Wedbush Securities
California
– – -14,100 Closed
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
– – -14,000 Closed
Goldman Sachs
37
Goldman Sachs
New York
– – -10,694 Closed
PAG
38
Private Advisor Group
New Jersey
– – -7,222 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– – -306 Closed
CFG
40
Citizens Financial Group
Rhode Island
– – -1 Closed
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
1
2