AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

91 hedge funds and large institutions have $4.94B invested in Advent Convertible and Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
30
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.77B
2
SIA
2
Sit Investment Associates
Minnesota
$51.3M
3
AIA
3
Absolute Investment Advisers
Florida
$9.38M
4
QL
4
Quarry LP
New York
$3.42M
5
Creative Planning
5
Creative Planning
Kansas
$1.89M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$408K
2
BFM
2
Boothbay Fund Management
New York
$0
3
AWA
3
Arete Wealth Advisors
Illinois
$3.78M
4
AGM
4
Alpine Global Management
New York
$893K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$247K 21,000 – –
VCWA
52
Vanguard Capital Wealth Advisors
Colorado
$244K 20,705 +27 +0.1%
Truist Financial
53
Truist Financial
North Carolina
$243K 20,615 -1,519 -7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$219K 18,605 – –
Comerica Bank
55
Comerica Bank
Texas
$215K 18,274 -3,903 -18%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$214K 18,215 +18,215 New
XT
57
XTX Topco
Cayman Islands
$205K 17,444 +17,444 New
OIA
58
OneDigital Investment Advisors
Kansas
$194K 16,493 +16,493 New
JIP
59
Jaffetilchin Investment Partners
Florida
$192K 16,342 +2,867 +21%
EMAM
60
Encompass More Asset Management
California
$173K 14,660 +2,755 +23%
MWM
61
Melfa Wealth Management
Massachusetts
$162K 13,802 – –
Mariner
62
Mariner
Kansas
$148K 12,537 -4,734 -27%
LCM
63
Landscape Capital Management
New Jersey
$147K 12,520 +12,520 New
KPWS
64
Kestra Private Wealth Services
Texas
$142K 12,078 +49 +0.4%
TCA
65
Transcend Capital Advisors
New Jersey
$137K 11,681 – –
OC
66
Oppenheimer & Co
New York
$126K 10,697 -2,600 -20%
HI
67
Harbour Investments
Wisconsin
$118K 10,011 +330 +3%
WAM
68
Wolverine Asset Management
Illinois
$101K 8,556 +8,556 New
AG
69
AmeriFlex Group
Nevada
$66.5K 5,445 +5,445 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$61.1K 5,190 +103 +2%
MIA
71
MeadowBrook Investment Advisors
Michigan
$59.5K 5,055 – –
LFG
72
Larson Financial Group
Missouri
$44.7K 3,795 – –
WA
73
WPG Advisers
Maryland
$24.2K 2,057 +2,057 New
PFBT
74
Parkside Financial Bank & Trust
Missouri
$24K 2,042 +2,042 New
ZB
75
Zions Bancorporation
Utah
$23.7K 2,010 – –
1 2
3
4 5