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
-4
Holders Change %
-4.4%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$220K +$220K +19,121 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$215K
Comerica Bank
53
Comerica Bank
Texas
$210K -$254 -22 -0.1%
KPWS
54
Kestra Private Wealth Services
Texas
$196K +$56.6K +4,910 +41%
EMAM
55
Encompass More Asset Management
California
$164K -$5.54K -480 -3%
MWM
56
Melfa Wealth Management
Massachusetts
$159K
OA
57
Oxbow Advisors
Texas
$157K -$121K -10,485 -43%
TIA
58
Trust Investment Advisors
Indiana
$139K +$139K +12,059 New
Mariner
59
Mariner
Kansas
$139K -$5.79K -502 -4%
OC
60
Oppenheimer & Co
New York
$139K +$15.4K +1,337 +12%
CA
61
Calton & Associates
Florida
$136K +$136K +11,765 New
TCA
62
Transcend Capital Advisors
New Jersey
$135K
CA
63
CoreCap Advisors
Michigan
$129K -$194K -16,850 -60%
UCFA
64
United Capital Financial Advisors
Texas
$129K +$129K +11,150 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$122K -$88K -7,628 -42%
EI
66
Ellevest Inc
New York
$117K +$117K +10,154 New
HI
67
Harbour Investments
Wisconsin
$115K
GWM
68
Geneos Wealth Management
Colorado
$99.3K +$75.7K +3,182 +321%
MIA
69
MeadowBrook Investment Advisors
Michigan
$51.4K -$6.92K -600 -12%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$45.5K -$14.3K -1,240 -24%
PFBT
71
Parkside Financial Bank & Trust
Missouri
$23.5K
ZBNA
72
Zions Bancorporation, National Association
Utah
$23.2K +$23.2K +2,010 New
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$20.2K +$202 +20 +1%
US Bancorp
74
US Bancorp
Minnesota
$17K
GSWM
75
Golden State Wealth Management
California
$11.8K