AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

91 hedge funds and large institutions have $4.94B invested in Advent Convertible and Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
30
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.77B
2
SIA
2
Sit Investment Associates
Minnesota
$51.3M
3
AIA
3
Absolute Investment Advisers
Florida
$9.38M
4
QL
4
Quarry LP
New York
$3.42M
5
Creative Planning
5
Creative Planning
Kansas
$1.89M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$408K
2
BFM
2
Boothbay Fund Management
New York
$0
3
AWA
3
Arete Wealth Advisors
Illinois
$3.78M
4
AGM
4
Alpine Global Management
New York
$893K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$766K +$61.7K +5,240 +9%
CWP
27
Cyndeo Wealth Partners
Florida
$746K – – –
NA
28
NewEdge Advisors
Louisiana
$740K +$30.6K +2,600 +4%
WA
29
Waverly Advisors
Alabama
$699K +$699K +59,395 New
SC
30
Stolper & Co
Oklahoma
$647K -$14.6K -1,238 -2%
YCM
31
Yakira Capital Management
Connecticut
$629K -$362K -30,727 -36%
PI
32
PFG Investments
New York
$597K -$66.8K -5,677 -10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$542K -$13.2K -1,122 -2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$536K +$48.8K +4,146 +10%
HBCM
35
Heron Bay Capital Management
Michigan
$504K +$90.7K +7,709 +22%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$460K +$460K +39,047 New
TPWM
37
Twelve Points Wealth Management
Massachusetts
$412K -$10.2K -869 -2%
IAIM
38
International Assets Investment Management
Florida
$408K -$4.38M -373,065 -91%
AAS
39
Ameritas Advisory Services
Nebraska
$392K -$15K -1,277 -4%
Calamos Advisors
40
Calamos Advisors
Illinois
$386K +$386K +32,762 New
SCM
41
Sage Capital Management
New Jersey
$385K +$11.8K +1,000 +3%
CWM
42
Centurion Wealth Management
Virginia
$380K +$5.06K +430 +1%
CA
43
CoreCap Advisors
Michigan
$330K +$175K +14,900 +113%
CIA
44
Concurrent Investment Advisors
Florida
$310K +$136K +11,586 +79%
Stifel Financial
45
Stifel Financial
Missouri
$309K +$174K +14,808 +130%
OA
46
Oxbow Advisors
Texas
$284K +$8.26K +702 +3%
SPIA
47
Steward Partners Investment Advisory
New York
$268K -$15.9K -1,350 -6%
AFG
48
Atomi Financial Group
New York
$261K +$23.5K +1,999 +10%
BPA
49
Beacon Pointe Advisors
California
$259K -$12.5K -1,059 -5%
WCM
50
Windsor Capital Management
Arizona
$257K -$5.36K -455 -2%
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