ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Trends Analyst Outlook Journalist POV

29 hedge funds and large institutions have $45.9M invested in Virtus Diversified Income & Convertible Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

2.71% more ownership

Funds ownership: 18.42% → 21.13% (+2.7%)

Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.24M
2
+$1.31M
3
+$814K
4
Wells Fargo
Wells Fargo
California
+$527K
5
Osaic Holdings
Osaic Holdings
Arizona
+$442K

Top Sellers

1
-$1.11M
2
-$353K
3
-$95.3K
4
UBS Group
UBS Group
Switzerland
-$72.3K
5
SFS
Shaker Financial Services
Virginia
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$25K
27
$13.8K
28
$10.5K
29
$3.5K
30
–
31
–
1
2