AVK

Advent Convertible and Income Fund

68 hedge funds and large institutions have $141M invested in Advent Convertible and Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
29
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
51
Institutional & Family Asset Management
Colorado
$61K
US Bancorp
52
US Bancorp
Minnesota
$51K
SPIA
53
Steward Partners Investment Advisory
New York
$47K +$47K +3,225 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$42.7K
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$41K
Citigroup
56
Citigroup
New York
$39K -$355 -24 -0.9%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$39K
ZB
58
Zions Bancorporation
Utah
$30K
ASN
59
Advisory Services Network
Georgia
$18K +$496 +34 +3%
MWC
60
MBM Wealth Consultants
Missouri
$15K
GSWM
61
Golden State Wealth Management
California
$15K
RCM
62
Rivernorth Capital Management
Florida
$11.1K -$1.89K -128,635 -14%
CFB
63
Cullen/Frost Bankers
Texas
$6K
AF
64
Advisornet Financial
Minnesota
$6K
BC
65
Bartlett & Co
Ohio
$6K
BCWM
66
Bartlett & Co Wealth Management
Ohio
$5.65K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4K
GWM
68
Geneos Wealth Management
Colorado
$1K
CRC
69
Curi RMB Capital
Illinois
-$1.28M -89,098 Closed
CCP
70
Clough Capital Partners
Massachusetts
-$1.06M -73,646 Closed
6M
71
6 Meridian
Kansas
-$915K -63,660 Closed
OC
72
Oppenheimer & Co
New York
-$377K -26,246 Closed
HIM
73
Hanlon Investment Management
New Jersey
-$200K -13,889 Closed
IWP
74
Icon Wealth Partners
Texas
-$31K -2,173 Closed
DBT
75
Dubuque Bank & Trust
Iowa
-$28K -1,938 Closed