AVK

Advent Convertible and Income Fund

87 hedge funds and large institutions have $101M invested in Advent Convertible and Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$201K -$2.52K -217 -1%
AFG
52
Atomi Financial Group
New York
$200K +$13.9K +1,194 +7%
CAN
53
Cetera Advisor Networks
California
$198K +$63.8K +5,489 +47%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$188K -$91.8K -7,895 -33%
CIA
55
Concurrent Investment Advisors
Florida
$185K +$20.6K +1,776 +13%
OC
56
Oppenheimer & Co
New York
$159K -$8.36K -719 -5%
PAS
57
Park Avenue Securities
New York
$156K +$16.1K +1,385 +12%
CIA
58
Capital Investment Advisors
Georgia
$143K -$5.55K -477 -4%
TCA
59
Transcend Capital Advisors
New Jersey
$139K
MWM
60
Melfa Wealth Management
Massachusetts
$135K +$442 +38 +0.3%
JIP
61
Jaffetilchin Investment Partners
Florida
$130K +$130K +11,151 New
CWA
62
Capital Wealth Alliance
Arizona
$128K +$128K +11,020 New
HI
63
Harbour Investments
Wisconsin
$124K +$11.9K +1,027 +11%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$57.9K +$744 +64 +1%
MIA
65
MeadowBrook Investment Advisors
Michigan
$57.3K
GJWM
66
Gilliland Jeter Wealth Management
Arkansas
$57.2K +$57.2K +4,918 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$29K -$4.57K -388 -14%
ZB
68
Zions Bancorporation
Utah
$24K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$22.8K +$22.8K +1,965 New
US Bancorp
70
US Bancorp
Minnesota
$17.6K
BCWM
71
Bartlett & Co Wealth Management
Ohio
$15.5K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$15.2K +$15.2K +1,310 +131,000%
FGA
73
Fortis Group Advisors
New Jersey
$10.9K -$10.8K -933 -50%
ME
74
McIlrath & Eck
Washington
$9.61K
GRP
75
Global Retirement Partners
California
$8.65K +$3.75K +323 +77%