ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Trends Analyst Outlook Journalist POV

30 hedge funds and large institutions have $43M invested in Virtus Diversified Income & Convertible Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 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 funds holding

Funds holding: →

less ownership

Funds ownership: →

12% less capital invested

Capital invested by funds: $48.7M → $43M (-$5.77M)

Holders
30
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
+$804K
2
+$685K
3
+$459K
4
SFS
Shaker Financial Services
Virginia
+$454K
5
LCM
Landscape Capital Management
New Jersey
+$301K

Top Sellers

1
-$1.95M
2
-$873K
3
-$290K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$209K
5
WS
Wedbush Securities
California
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$54.5K
27
$51K
28
$14K
29
$7.47K
30
$21
31
–
32
–
33
–
34
–
35
–
1
2