ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

30 hedge funds and large institutions have $43.4M invested in Virtus Diversified Income & Convertible Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$2.6M
2
LCM
2
Landscape Capital Management
New Jersey
$952K
3
SFS
3
Shaker Financial Services
Virginia
$1.09M
4
WEG
4
World Equity Group
Illinois
$313K
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.64M
2
AAM
2
Advisors Asset Management
Colorado
$5.28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$5.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$29.7K -$25.5K -1,186 -46%
MA
27
Montag & Associates
Georgia
$22.9K +$22.9K +1,066 New
SS
28
Sunbelt Securities
Texas
$14.2K – – –
CA
29
Cornerstone Advisors
North Carolina
$7.55K – – –
IAIM
30
International Assets Investment Management
Florida
$2.47K +$2.36K +50,542 +2,102%
Citadel Advisors
31
Citadel Advisors
Florida
– -$804K -37,912 Closed
Fidelity Investments
32
Fidelity Investments
Massachusetts
– -$21 -1 Closed
1
2