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 %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$23.3K 1,976 +20 +1%
US Bancorp
77
US Bancorp
Minnesota
$17.3K 1,474 – –
GSWM
78
Golden State Wealth Management
California
$12.1K 1,026 +1,026 New
GWM
79
Geneos Wealth Management
Colorado
$11.7K 991 -379 -28%
EC
80
Elequin Capital
New York
$11.4K 971 +971 New
FGA
81
Fortis Group Advisors
New Jersey
$10.7K 909 – –
AWM
82
Atticus Wealth Management
Florida
$9.85K 837 – –
ME
83
McIlrath & Eck
Washington
$9.48K 805 – –
GRP
84
Global Retirement Partners
California
$8.26K 702 -422 -38%
GWP
85
Gen-Wealth Partners
Michigan
$5.83K 495 – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$5K 423 – –
NSIM
87
North Star Investment Management
Illinois
$4.94K 420 – –
AF
88
Allworth Financial
California
$4.86K 400 – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$4.71K 400 – –
AssetMark Inc
90
AssetMark Inc
California
$3.08K 262 – –
CAS
91
Coppell Advisory Solutions
Texas
$1.24K 105 – –
BFM
92
Boothbay Fund Management
New York
– – -289,143 Closed
CCC
93
Cable Car Capital
California
– – -100,000 Closed
SFS
94
Shaker Financial Services
Virginia
– – -41,596 Closed
Walleye Capital
95
Walleye Capital
New York
– – -31,814 Closed
PWPS
96
Pinnacle Wealth Planning Services
Ohio
– – -14,630 Closed
CL
97
Choreo LLC
Illinois
– – -13,946 Closed
CA
98
Calton & Associates
Florida
– – -12,971 Closed
SA
99
Sanctuary Advisors
Indiana
– – -11,339 Closed
PAS
100
Park Avenue Securities
New York
– – -10,575 Closed
1 2 3
4
5