AVK

Advent Convertible and Income Fund

80 hedge funds and large institutions have $210M invested in Advent Convertible and Income Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$948K +$171K +9,129 +22%
QCIG
27
Quad-Cities Investment Group
Iowa
$911K -$16.3K -870 -2%
OA
28
Oxbow Advisors
Texas
$873K +$573K +30,546 +191%
Invesco
29
Invesco
Georgia
$792K +$792K +42,235 New
Citigroup
30
Citigroup
New York
$724K -$3.55K -189 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$705K +$126K +6,700 +22%
AIC
32
Ameritas Investment Company
Nebraska
$701K +$701K +37,361 New
6M
33
6 Meridian
Kansas
$695K -$795K -42,339 -53%
Stifel Financial
34
Stifel Financial
Missouri
$681K +$84.9K +4,523 +14%
SC
35
Stolper & Co
Oklahoma
$680K +$750 +40 +0.1%
SPIA
36
Steward Partners Investment Advisory
New York
$656K -$553K -29,505 -46%
PAS
37
Park Avenue Securities
New York
$536K -$10.9K -580 -2%
WCM
38
Windsor Capital Management
Arizona
$508K -$113K -6,012 -18%
FF
39
FourThought Financial
Florida
$493K -$56.8K -3,030 -10%
SWM
40
Spire Wealth Management
Virginia
$420K +$5.31K +283 +1%
Truist Financial
41
Truist Financial
North Carolina
$418K -$14.9K -795 -3%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$378K -$158K -8,421 -30%
NFG
43
Nations Financial Group
Iowa
$370K +$28.6K +1,522 +8%
GRP
44
Global Retirement Partners
California
$357K -$5.95K -317 -2%
CIA
45
Capital Investment Advisors
Georgia
$354K -$13.8K -733 -4%
PWPS
46
Pinnacle Wealth Planning Services
Ohio
$330K -$10.9K -579 -3%
MOS
47
MGO One Seven
Ohio
$327K -$10.9K -579 -3%
NFG
48
Next Financial Group
Texas
$327K +$291K +15,534 +813%
KAS
49
Kestra Advisory Services
Texas
$288K -$13.5K -722 -4%
SPC
50
Sigma Planning Corp
Michigan
$227K