AVK

Advent Convertible and Income Fund

88 hedge funds and large institutions have $128M invested in Advent Convertible and Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$722K
NA
27
NewEdge Advisors
Louisiana
$720K +$43.4K +3,872 +6%
9WM
28
9258 Wealth Management
Ohio
$666K -$43.5K -3,927 -6%
SC
29
Stolper & Co
Oklahoma
$630K +$11.6K +1,046 +2%
ARC
30
Advisor Resource Council
Texas
$627K +$627K +56,593 New
FFP
31
FourThought Financial Partners
Florida
$615K -$14.1K -1,272 -2%
Comerica Bank
32
Comerica Bank
Texas
$490K +$89K +8,034 +22%
TPWM
33
Twelve Points Wealth Management
Massachusetts
$408K -$34.1K -3,076 -8%
HBCM
34
Heron Bay Capital Management
Michigan
$400K
SPIA
35
Steward Partners Investment Advisory
New York
$395K -$47.2K -4,263 -11%
IAIM
36
International Assets Investment Management
Florida
$366K -$24.2K -2,185 -6%
BPA
37
Beacon Pointe Advisors
California
$359K -$16.6K -1,499 -4%
Mariner
38
Mariner
Kansas
$315K +$57.3K +5,174 +22%
AAS
39
Avantax Advisory Services
Texas
$292K -$15.6K -1,409 -5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$266K -$6.09K -550 -2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$265K -$63.8K -5,756 -19%
Truist Financial
42
Truist Financial
North Carolina
$254K -$6.68K -603 -3%
OA
43
Oxbow Advisors
Texas
$250K +$8K +722 +3%
CWM
44
Centurion Wealth Management
Virginia
$247K
SWM
45
Spire Wealth Management
Virginia
$246K
WCM
46
Windsor Capital Management
Arizona
$246K -$842 -76 -0.3%
VCWA
47
Vanguard Capital Wealth Advisors
Colorado
$246K +$21.9K +1,979 +10%
EC
48
Elequin Capital
New York
$227K +$166K +14,982 +273%
SCM
49
Sage Capital Management
New Jersey
$222K +$222K +20,027 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$212K