AVK

Advent Convertible and Income Fund

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$792K
NA
27
NewEdge Advisors
Louisiana
$710K
WA
28
Waverly Advisors
Alabama
$679K
SC
29
Stolper & Co
Oklahoma
$641K
PI
30
PFG Investments
New York
$595K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$541K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$525K
IAIM
33
International Assets Investment Management
Florida
$524K
HBCM
34
Heron Bay Capital Management
Michigan
$494K
TPWM
35
Twelve Points Wealth Management
Massachusetts
$402K
AAS
36
Ameritas Advisory Services
Nebraska
$392K
SCM
37
Sage Capital Management
New Jersey
$383K
CWM
38
Centurion Wealth Management
Virginia
$380K
Calamos Advisors
39
Calamos Advisors
Illinois
$363K
CIA
40
Concurrent Investment Advisors
Florida
$326K
Stifel Financial
41
Stifel Financial
Missouri
$278K
MC
42
Moors & Cabot
Massachusetts
$265K
AFG
43
Atomi Financial Group
New York
$262K
BPA
44
Beacon Pointe Advisors
California
$254K
WCM
45
Windsor Capital Management
Arizona
$252K
Truist Financial
46
Truist Financial
North Carolina
$238K
SFS
47
Shaker Financial Services
Virginia
$235K
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$233K
IWC
49
Integrated Wealth Concepts
Massachusetts
$231K
WWA
50
WCG Wealth Advisors
Nevada
$221K