AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

87 hedge funds and large institutions have $170M invested in Advent Convertible and Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$1.23M
2
Raymond James Financial
Raymond James Financial
Florida
+$942K
3
NAS
NWF Advisory Services
California
+$841K
4
SPIA
Steward Partners Investment Advisory
New York
+$747K
5
AAM
Advisors Asset Management
Colorado
+$670K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.81M
2
SIA
Sit Investment Associates
Minnesota
-$3.29M
3
RAM
Readystate Asset Management
Illinois
-$1.23M
4
CC
CF Capital
Massachusetts
-$1.01M
5
AGM
Alpine Global Management
New York
-$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$792K +$41.3K +3,585 +6%
NA
27
NewEdge Advisors
Louisiana
$710K -$15.1K -1,309 -2%
WA
28
Waverly Advisors
Alabama
$679K -$6.2K -538 -0.9%
SC
29
Stolper & Co
Oklahoma
$641K +$7.66K +664 +1%
PI
30
PFG Investments
New York
$595K +$9.51K +825 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$541K +$15.8K +1,374 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$525K -$4.7K -408 -0.9%
IAIM
33
International Assets Investment Management
Florida
$524K +$123K +10,700 +31%
HBCM
34
Heron Bay Capital Management
Michigan
$494K – – –
TPWM
35
Twelve Points Wealth Management
Massachusetts
$402K -$1.93K -167 -0.5%
AAS
36
Ameritas Advisory Services
Nebraska
$392K – – –
SCM
37
Sage Capital Management
New Jersey
$383K +$5.77K +500 +2%
CWM
38
Centurion Wealth Management
Virginia
$380K – – –
Calamos Advisors
39
Calamos Advisors
Illinois
$363K -$14.5K -1,260 -4%
CIA
40
Concurrent Investment Advisors
Florida
$326K +$21.9K +1,901 +7%
Stifel Financial
41
Stifel Financial
Missouri
$278K -$24.9K -2,156 -8%
MC
42
Moors & Cabot
Massachusetts
$265K +$23.1K +2,000 +10%
AFG
43
Atomi Financial Group
New York
$262K +$5.98K +519 +2%
BPA
44
Beacon Pointe Advisors
California
$254K – – –
WCM
45
Windsor Capital Management
Arizona
$252K -$69 -6 -0%
Truist Financial
46
Truist Financial
North Carolina
$238K +$150 +13 +0.1%
SFS
47
Shaker Financial Services
Virginia
$235K +$235K +20,421 New
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$233K -$5.45K -473 -2%
IWC
49
Integrated Wealth Concepts
Massachusetts
$231K +$231K +19,997 New
WWA
50
WCG Wealth Advisors
Nevada
$221K +$221K +19,198 New
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