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AVK

Advent Convertible and Income Fund
AVK

109 hedge funds and large institutions have $137M invested in Advent Convertible and Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

11% more funds holding

Funds holding: 98 → 109 (+11)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

1.32% less ownership

Funds ownership: 29.05% → 27.73% (-1.3%)

15% less capital invested

Capital invested by funds: $161M → $137M (-$24.1M)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
33
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.89M
2
RAM
Readystate Asset Management
Illinois
+$1.32M
3
Raymond James Financial
Raymond James Financial
Florida
+$797K
4
Wells Fargo
Wells Fargo
California
+$752K
5
Morgan Stanley
Morgan Stanley
New York
+$704K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$7.99M
2
SIA
Sit Investment Associates
Minnesota
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$1.22M
4
GC
Guggenheim Capital
Illinois
-$520K
5
LPL Financial
LPL Financial
California
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$295K +$210K +16,940 +178%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$290K +$322K +25,975 New
HF
53
HRT Financial
New York
$286K +$318K +25,714 New
Jane Street
54
Jane Street
New York
$279K +$310K +25,001 New
PTC
55
Private Trust Company
Ohio
$236K +$7.53K +608 +3%
AFG
56
Atomi Financial Group
New York
$236K – – –
VCWA
57
Vanguard Capital Wealth Advisors
Colorado
$227K +$372 +30 +0.1%
Truist Financial
58
Truist Financial
North Carolina
$217K -$6.19K -500 -3%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$211K +$235K +18,942 New
BEI
60
Benjamin Edwards Inc
Missouri
$211K -$2.76K -223 -1%
WCM
61
Windsor Capital Management
Arizona
$209K -$22.1K -1,785 -9%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$205K -$9.05K -731 -4%
Invesco
63
Invesco
Georgia
$191K -$147K -11,830 -41%
OA
64
Oxbow Advisors
Texas
$169K +$5.33K +430 +3%
EMAM
65
Encompass More Asset Management
California
$162K +$892 +72 +0.5%
TA
66
Tactive Advisors
Florida
$156K -$5.63K -455 -3%
MFG
67
Merit Financial Group
Georgia
$154K -$6.17K -498 -3%
MWM
68
Melfa Wealth Management
Massachusetts
$154K – – –
HNWAG
69
High Net Worth Advisory Group
Florida
$154K +$171K +13,795 New
LSC
70
Logan Stone Capital
Illinois
$151K +$168K +13,555 New
LFAS
71
Level Four Advisory Services
Texas
$146K +$99 +8 +0.1%
Calamos Advisors
72
Calamos Advisors
Illinois
$139K +$154K +12,422 New
MYIA
73
Mount Yale Investment Advisors
Colorado
$136K – – –
VAS
74
Vestmark Advisory Solutions
Massachusetts
$136K – – –
OC
75
Oppenheimer & Co
New York
$129K +$74 +6 +0.1%
1 2
3
4 5

AVK Hedge Fund Activity: Q1 2026 in Review

109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Advent Convertible and Income Fund (AVK) for Q1 2026, worth a combined $137M — down 15% from $161M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AVK positions and 3 closed out — a net gain of 14 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.89M. The largest seller was Penserra Capital Management, cutting an estimated $7.99M.

  • 109 institutional investors held Advent Convertible and Income Fund (AVK) as of Q1 2026, up from 98 in Q4 2025.
  • Funds reported $137M of Advent Convertible and Income Fund stock for Q1 2026, down 15% quarter-over-quarter.
  • 17 funds opened new Advent Convertible and Income Fund positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest Advent Convertible and Income Fund buyer in Q1 2026 was Wolverine Asset Management, an estimated $1.89M added.
  • The largest Advent Convertible and Income Fund seller in Q1 2026 was Penserra Capital Management, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2026.