AVK

Advent Convertible and Income Fund

80 hedge funds and large institutions have $210M invested in Advent Convertible and Income Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$215K +$14.9K +793 +7%
PAG
52
Private Advisor Group
New Jersey
$202K -$18.3K -973 -8%
RJT
53
Raymond James Trust
Florida
$196K +$196K +10,402 New
GWM
54
Geneos Wealth Management
Colorado
$195K +$193K +10,270 +10,069%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$140K
GLLW
56
Graves Light Lenhart Wealth
Virginia
$85K
IFAM
57
Institutional & Family Asset Management
Colorado
$78K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$77K +$43.8K +2,347 +132%
APWA
59
Atlas Private Wealth Advisors
New Jersey
$73K -$35K -1,864 -32%
FIA
60
FNY Investment Advisers
New York
$48K -$18.6K -997 -28%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$39K
ZB
62
Zions Bancorporation
Utah
$39K
APA
63
American Portfolios Advisors
New York
$38.5K
TWM
64
Tradition Wealth Management
Minnesota
$32K
AA
65
Addison Advisors
Vermont
$23K +$23K +1,246 New
MWC
66
MBM Wealth Consultants
Missouri
$19K
AF
67
Allworth Financial
California
$16K +$16K +845 New
BCWM
68
Bartlett & Co Wealth Management
Ohio
$15.4K
BC
69
Bartlett & Co
Ohio
$15K
AW
70
Alaethes Wealth
Nevada
$14K +$14K +772 New
US Bancorp
71
US Bancorp
Minnesota
$13K
HNB
72
Huntington National Bank
Ohio
$8K -$7K
NSIM
73
North Star Investment Management
Illinois
$8K
AF
74
Advisornet Financial
Minnesota
$7K
HI
75
Harbour Investments
Wisconsin
$6K