ACV

Virtus Diversified Income & Convertible Fund

37 hedge funds and large institutions have $63.2M invested in Virtus Diversified Income & Convertible Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$13M 399,284 +70,559 +21%
GC
2
Guggenheim Capital
Illinois
$10.6M 323,206 +52,629 +19%
Wells Fargo
3
Wells Fargo
California
$8.83M 270,197 +3,029 +1%
Cohen & Steers
4
Cohen & Steers
New York
$7.13M 218,073 +53,448 +32%
Bank of America
5
Bank of America
North Carolina
$4.84M 148,167 +3,045 +2%
RJA
6
Raymond James & Associates
Florida
$2.64M 80,737 -9,072 -10%
LPL Financial
7
LPL Financial
California
$2.14M 65,435 +4,952 +8%
Morgan Stanley
8
Morgan Stanley
New York
$2.04M 62,464 -8,510 -12%
DC
9
Davenport & Co
Virginia
$1.85M 56,673 +255 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.35M 41,248 +950 +2%
Stifel Financial
11
Stifel Financial
Missouri
$1.33M 40,624 +8,345 +26%
Invesco
12
Invesco
Georgia
$1.29M 39,375 -3,765 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$797K 24,415 -3,000 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$699K 21,390 +8,340 +64%
UBS Group
15
UBS Group
Switzerland
$601K 18,367 -2,127 -10%
ACH
16
ArrowMark Colorado Holdings
Colorado
$527K 16,118
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$512K 15,680 -934 -6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$439K 13,438
BRWA
19
B. Riley Wealth Advisors
Florida
$437K 13,355 +3,298 +33%
AA
20
AQR Arbitrage
Connecticut
$323K 9,873 +9,873 New
LCM
21
Landscape Capital Management
New Jersey
$305K 9,348 -18,647 -67%
WLPWM
22
Walled Lake Planning & Wealth Management
Illinois
$271K 8,292
Ameriprise
23
Ameriprise
Minnesota
$252K 7,725 +7,725 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$244K 7,479 +7,479 New
PAG
25
Private Advisor Group
New Jersey
$239K 7,322 +7,322 New