AVK

Advent Convertible and Income Fund

87 hedge funds and large institutions have $170M invested in Advent Convertible and Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$220K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$215K
Comerica Bank
53
Comerica Bank
Texas
$210K
KPWS
54
Kestra Private Wealth Services
Texas
$196K
EMAM
55
Encompass More Asset Management
California
$164K
MWM
56
Melfa Wealth Management
Massachusetts
$159K
OA
57
Oxbow Advisors
Texas
$157K
TIA
58
Trust Investment Advisors
Indiana
$139K
Mariner
59
Mariner
Kansas
$139K
OC
60
Oppenheimer & Co
New York
$139K
CA
61
Calton & Associates
Florida
$136K
TCA
62
Transcend Capital Advisors
New Jersey
$135K
CA
63
CoreCap Advisors
Michigan
$129K
UCFA
64
United Capital Financial Advisors
Texas
$129K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$122K
EI
66
Ellevest Inc
New York
$117K
HI
67
Harbour Investments
Wisconsin
$115K
GWM
68
Geneos Wealth Management
Colorado
$99.3K
MIA
69
MeadowBrook Investment Advisors
Michigan
$51.4K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$45.5K
PFBT
71
Parkside Financial Bank & Trust
Missouri
$23.5K
ZBNA
72
Zions Bancorporation, National Association
Utah
$23.2K
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$20.2K
US Bancorp
74
US Bancorp
Minnesota
$17K
GSWM
75
Golden State Wealth Management
California
$11.8K