AVK

Advent Convertible and Income Fund

78 hedge funds and large institutions have $108M invested in Advent Convertible and Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$150K
CIA
52
Capital Investment Advisors
Georgia
$131K -$13.8K -1,332 -10%
CAM
53
Cresset Asset Management
Illinois
$130K -$351K -33,860 -73%
TCA
54
Transcend Capital Advisors
New Jersey
$124K
IAIM
55
International Assets Investment Management
Florida
$120K +$120K +11,598 New
CA
56
Calton & Associates
Florida
$113K +$2.34K +227 +2%
GWM
57
Geneos Wealth Management
Colorado
$107K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$94K -$3.92K -377 -4%
APA
59
American Portfolios Advisors
New York
$79.7K
HNWAG
60
High Net Worth Advisory Group
Florida
$59K +$448 +43 +0.8%
IA
61
IFP Advisors
Florida
$42K -$2.5K -167 -6%
US Bancorp
62
US Bancorp
Minnesota
$29K -$5.01K -482 -15%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$25K -$3.14K -305 -11%
ZB
64
Zions Bancorporation
Utah
$21K
TWM
65
Tradition Wealth Management
Minnesota
$18K
SWM
66
Spire Wealth Management
Virginia
$16K -$125K -12,220 -89%
BC
67
Bartlett & Co
Ohio
$9K
LFG
68
Larson Financial Group
Missouri
$9K
BCWM
69
Bartlett & Co Wealth Management
Ohio
$8.5K
TWC
70
TD Waterhouse Canada
Ontario, Canada
$7.2K
AA
71
AlphaMark Advisors
Kentucky
$6K +$6K +616 New
AF
72
Allworth Financial
California
$4K -$4.19K -430 -51%
HNB
73
Huntington National Bank
Ohio
$4K -$5K
NSIM
74
North Star Investment Management
Illinois
$4K
EWA
75
EverSource Wealth Advisors
Alabama
$4K +$4K +340 New