AVK

Advent Convertible and Income Fund

88 hedge funds and large institutions have $98.7M invested in Advent Convertible and Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFP
26
FourThought Financial Partners
Florida
$528K +$33.4K +2,967 +7%
ASN
27
Advisory Services Network
Georgia
$510K +$75.7K +6,727 +17%
AAS
28
Avantax Advisory Services
Texas
$495K -$63.6K -5,651 -11%
SPIA
29
Steward Partners Investment Advisory
New York
$455K -$64.7K -5,751 -12%
TPWM
30
Twelve Points Wealth Management
Massachusetts
$451K -$13.7K -1,215 -3%
PTC
31
Private Trust Company
Ohio
$435K
HBCM
32
Heron Bay Capital Management
Michigan
$406K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$356K +$76K +6,754 +27%
IAIM
34
International Assets Investment Management
Florida
$340K -$27.2K -2,419 -7%
AAS
35
Ameritas Advisory Services
Nebraska
$331K -$314K -27,897 -49%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$310K +$3.12K +277 +1%
Mariner
37
Mariner
Kansas
$299K -$97.3K -8,655 -25%
WCM
38
Windsor Capital Management
Arizona
$292K -$17.9K -1,593 -6%
Truist Financial
39
Truist Financial
North Carolina
$286K -$1.04K -92 -0.4%
MA
40
Mutual Advisors
Nebraska
$280K -$7.68K -682 -3%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$254K -$11.4K -1,011 -4%
CAM
42
Cresset Asset Management
Illinois
$253K +$64.4K +5,724 +34%
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$245K +$245K +21,797 New
CF
44
Centaurus Financial
California
$241K -$20K -1,775 -8%
WAM
45
Wolverine Asset Management
Illinois
$226K -$1.73M -153,320 -88%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$226K +$10.9K +967 +5%
AWS
47
Atria Wealth Solutions
New York
$221K +$259 +23 +0.1%
PAS
48
Park Avenue Securities
New York
$212K -$35.9K -3,193 -14%
Stifel Financial
49
Stifel Financial
Missouri
$195K +$124 +11 +0.1%
AFG
50
Atomi Financial Group
New York
$191K +$191K +16,946 New