AVK

Advent Convertible and Income Fund

88 hedge funds and large institutions have $128M invested in Advent Convertible and Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
CoreCap Advisors
Michigan
$198K +$77.6K +7,004 +65%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$194K -$37.3K -3,366 -16%
AFG
53
Atomi Financial Group
New York
$178K -$10K -905 -5%
OC
54
Oppenheimer & Co
New York
$159K -$34.1K -3,081 -18%
AAS
55
Ameritas Advisory Services
Nebraska
$157K -$148K -12,601 -48%
CIA
56
Concurrent Investment Advisors
Florida
$157K +$157K +14,125 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$152K -$4.59K -414 -3%
CIA
58
Capital Investment Advisors
Georgia
$141K +$11.4K +1,027 +9%
PAS
59
Park Avenue Securities
New York
$133K -$37.3K -3,376 -22%
TCA
60
Transcend Capital Advisors
New Jersey
$133K
CAN
61
Cetera Advisor Networks
California
$128K +$13K +1,173 +11%
RJT
62
Raymond James Trust
Florida
$128K
MWM
63
Melfa Wealth Management
Massachusetts
$128K +$698 +63 +0.5%
NFG
64
Nations Financial Group
Iowa
$125K -$20.8K -1,881 -14%
HI
65
Harbour Investments
Wisconsin
$107K +$18.1K +1,633 +20%
MIA
66
MeadowBrook Investment Advisors
Michigan
$54.7K +$54.7K +4,933 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$54.5K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$40.8K +$36.2K +3,267 +795%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$32K
ZB
70
Zions Bancorporation
Utah
$22.9K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$21K
TWM
72
Tradition Wealth Management
Minnesota
$21K +$704 +63 +3%
FGA
73
Fortis Group Advisors
New Jersey
$20.7K +$10.3K +933 +100%
BWM
74
Baystate Wealth Management
Massachusetts
$17.4K +$17.4K +1,573 New
US Bancorp
75
US Bancorp
Minnesota
$16.8K