Virtus Diversified Income & Convertible Fund
ACV
30 hedge funds and large institutions have $43.5M 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.
1% more capital invested
Capital invested by funds: $43M → $43.5M (+$535K)
0.02% more ownership
Funds ownership: 19.52% → 19.54% (+0.02%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.87M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$632K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$617K |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$306K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.24M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$860K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$804K |
| 4 |
LPL Financial
San Diego,
California
|
-$574K |
| 5 |
Morgan Stanley
New York
|
-$165K |
ACV Hedge Fund Activity: Q3 2024 in Review
30 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q3 2024, worth a combined $43.5M — up 1.2% from $43M a quarter earlier.
Fund positioning in ACV was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 12 added to existing stakes and 12 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.87M. The largest seller was Guggenheim Capital, cutting an estimated $1.24M.
- 30 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $43.5M of Virtus Diversified Income & Convertible Fund stock for Q3 2024, up 1.2% quarter-over-quarter.
- 2 funds opened new Virtus Diversified Income & Convertible Fund positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q3 2024 was Wolverine Asset Management, an estimated $1.87M added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q3 2024 was Guggenheim Capital, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2024.