AVK

Advent Convertible and Income Fund

81 hedge funds and large institutions have $198M invested in Advent Convertible and Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$213K +$213K +12,146 New
SFS
52
Sowell Financial Services
Arkansas
$203K +$203K +11,571 New
SPC
53
Sigma Planning Corp
Michigan
$191K -$21.1K -1,202 -10%
QC
54
Quantedge Capital
Singapore
$189K +$189K +10,784 New
GWM
55
Geneos Wealth Management
Colorado
$182K
WAM
56
Wolverine Asset Management
Illinois
$150K +$150K +8,586 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$121K -$9.53K -544 -7%
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$100K -$2.66M -152,689 -96%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$82K +$9.93K +568 +14%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$80K
IFAM
61
Institutional & Family Asset Management
Colorado
$73K
APWA
62
Atlas Private Wealth Advisors
New Jersey
$49K -$19.8K -1,118 -29%
ZB
63
Zions Bancorporation
Utah
$36K
APA
64
American Portfolios Advisors
New York
$36K
TWM
65
Tradition Wealth Management
Minnesota
$30K
FIA
66
FNY Investment Advisers
New York
$22K -$22K -1,284 -50%
AA
67
Addison Advisors
Vermont
$22K
MWC
68
MBM Wealth Consultants
Missouri
$18K
AF
69
Allworth Financial
California
$15K -$53 -3 -0.4%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$14.4K
BC
71
Bartlett & Co
Ohio
$14K
AW
72
Alaethes Wealth
Nevada
$14K
US Bancorp
73
US Bancorp
Minnesota
$12K
NSIM
74
North Star Investment Management
Illinois
$8K
HNB
75
Huntington National Bank
Ohio
$7K -$8K