AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

78 hedge funds and large institutions have $108M invested in Advent Convertible and Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$950K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.86M
3
UBS Group
3
UBS Group
Switzerland
$3.26M
4
AAM
4
Advisors Asset Management
Colorado
$8.26M
5
CCP
5
Clough Capital Partners
Massachusetts
$396K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.3M
2
GC
2
Guggenheim Capital
Illinois
$4.77M
3
RJA
3
Raymond James & Associates
Florida
$6.57M
4
ARC
4
Advisor Resource Council
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$2K – – –
MOS
77
MGO One Seven
Ohio
$153 -$13 -1,215 -8%
ARC
78
Advisor Resource Council
Texas
– -$848K -72,256 Closed
SC
79
Stolper & Co
Oklahoma
– -$523K -44,587 Closed
KAS
80
Kestra Advisory Services
Texas
– -$125K -10,689 Closed
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
– -$76K -6,497 Closed
GLLW
82
Graves Light Lenhart Wealth
Virginia
– -$53K -4,556 Closed
CCM
83
Chilton Capital Management
Texas
– -$4K -373 Closed
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4