AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

81 hedge funds and large institutions have $147M invested in Advent Convertible and Income Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Formidable Asset Management
Ohio
$4.46M
2
GC
Guggenheim Capital
Illinois
$12.4M
3
WAM
Wolverine Asset Management
Illinois
$2.86M
4
CRC
Curi RMB Capital
Illinois
$1.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$4.1M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$7.5M
2
PPA
Parametric Portfolio Associates
Washington
$25.5M
3
Stifel Financial
Stifel Financial
Missouri
$568K
4
RJA
Raymond James & Associates
Florida
$10.6M
5
AAS
Avantax Advisory Services
Texas
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Addison Advisors
Vermont
$7K +$7K +420 New
AF
77
Advisornet Financial
Minnesota
$6K – – –
SFS
78
Sowell Financial Services
Arkansas
$5K -$221 -15 -4%
WLPWM
79
Walled Lake Planning & Wealth Management
Illinois
$4K -$3.84K -256 -49%
PAM
80
Panagora Asset Management
Massachusetts
$2K -$9.41K -494 -82%
GWM
81
Geneos Wealth Management
Colorado
$1K -$16.3K -1,663 -94%
DA
82
Doliver Advisors
Texas
– -$344K -25,547 Closed
CF
83
Centaurus Financial
California
– -$226K -16,778 Closed
MA
84
Mutual Advisors
Nebraska
– -$201K -14,914 Closed
BCA
85
Berman Capital Advisors
Georgia
– -$52K -3,904 Closed
GSWM
86
Golden State Wealth Management
California
– -$14K -1,054 Closed
FFA
87
Founders Financial Alliance
North Carolina
– -$10K -712 Closed
CFD
88
Creative Financial Designs
Indiana
– -$5K -385 Closed
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