AVK

Advent Convertible and Income Fund

72 hedge funds and large institutions have $109M invested in Advent Convertible and Income Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$562K -$88.2K -6,133 -14%
FAM
27
Formidable Asset Management
Ohio
$550K -$2.81M -208,633 -84%
SC
28
Stolper & Co
Oklahoma
$514K +$25.7K +1,912 +5%
Citigroup
29
Citigroup
New York
$483K +$7.16K +533 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$453K -$20.1K -1,498 -4%
PAS
31
Park Avenue Securities
New York
$448K -$16.7K -1,241 -4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$397K +$2.5K +186 +0.6%
AA
33
AQR Arbitrage
Connecticut
$384K +$384K +28,534 New
CIA
34
Capital Investment Advisors
Georgia
$352K -$4.11K -306 -1%
DA
35
Doliver Advisors
Texas
$344K +$74.1K +5,502 +27%
MOS
36
MGO One Seven
Ohio
$321K +$13.1K +974 +4%
Truist Financial
37
Truist Financial
North Carolina
$301K +$5.76K +427 +2%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$270K -$22.2K -1,654 -8%
AIC
39
Ameritas Investment Company
Nebraska
$254K
NFG
40
Nations Financial Group
Iowa
$248K +$148 +11 +0.1%
OA
41
Oxbow Advisors
Texas
$238K +$4.82K +358 +2%
CF
42
Centaurus Financial
California
$226K +$54 +4 +0%
SPIA
43
Steward Partners Investment Advisory
New York
$224K +$6.2K +462 +3%
KAS
44
Kestra Advisory Services
Texas
$211K +$211K +15,678 New
MA
45
Mutual Advisors
Nebraska
$201K +$14K +1,038 +7%
KPWS
46
Kestra Private Wealth Services
Texas
$195K +$195K +14,484 New
PAG
47
Private Advisor Group
New Jersey
$175K
SPC
48
Sigma Planning Corp
Michigan
$163K -$13.9K -1,027 -8%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$100K
APWA
50
Atlas Private Wealth Advisors
New Jersey
$84K