ACV

Virtus Diversified Income & Convertible Fund

28 hedge funds and large institutions have $39M invested in Virtus Diversified Income & Convertible Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.28M 397,494 -26,907 -6%
AAM
2
Advisors Asset Management
Colorado
$8.74M 374,451 -87,041 -19%
Wells Fargo
3
Wells Fargo
California
$5.68M 243,143 -13,055 -5%
Bank of America
4
Bank of America
North Carolina
$4.92M 210,689 -38,629 -15%
RJA
5
Raymond James & Associates
Florida
$3.14M 134,439 -7,217 -5%
Morgan Stanley
6
Morgan Stanley
New York
$1.27M 54,271 -873 -2%
DC
7
Davenport & Co
Virginia
$1.23M 52,651 +333 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$655K 28,063 +930 +3%
BRWA
9
B. Riley Wealth Advisors
Florida
$542K 23,180 +443 +2%
Stifel Financial
10
Stifel Financial
Missouri
$517K 22,107 +616 +3%
GVAG
11
Great Valley Advisor Group
Delaware
$379K 16,240 -2,758 -15%
ACH
12
ArrowMark Colorado Holdings
Colorado
$376K 16,118 -2,500 -13%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$365K 15,650
WS
14
Wedbush Securities
California
$358K 15,342 +1,842 +14%
Invesco
15
Invesco
Georgia
$348K 14,899 -15,784 -51%
UBS Group
16
UBS Group
Switzerland
$247K 10,583 -5,650 -35%
PAG
17
Private Advisor Group
New Jersey
$235K 10,047 +200 +2%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$222K 9,500 +300 +3%
LPL Financial
19
LPL Financial
California
$210K 8,987 +8,987 New
AG
20
Advisor Group
Arizona
$173K 7,425 +4,625 +165%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$57K 2,459
BWP
22
Baldwin Wealth Partners
Massachusetts
$47K 2,000
SPIA
23
Steward Partners Investment Advisory
New York
$21K 930 +930 New
AWM
24
Avior Wealth Management
Nebraska
$15K 650 +650 New
SMFS
25
Squar Milner Financial Services
California
$12K 500