AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

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
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$1.23M
2
Raymond James Financial
Raymond James Financial
Florida
+$942K
3
NAS
NWF Advisory Services
California
+$841K
4
SPIA
Steward Partners Investment Advisory
New York
+$747K
5
AAM
Advisors Asset Management
Colorado
+$670K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.81M
2
SIA
Sit Investment Associates
Minnesota
-$3.29M
3
RAM
Readystate Asset Management
Illinois
-$1.23M
4
CC
CF Capital
Massachusetts
-$1.01M
5
AGM
Alpine Global Management
New York
-$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K +$11.5K +1,000 New
WA
77
WPG Advisers
Maryland
$10K -$13.7K -1,189 -58%
AWM
78
Atticus Wealth Management
Florida
$9.65K – – –
ME
79
McIlrath & Eck
Washington
$9.28K – – –
FGA
80
Fortis Group Advisors
New Jersey
$6.27K -$4.21K -365 -40%
GWP
81
Gen-Wealth Partners
Michigan
$5.71K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
NSIM
83
North Star Investment Management
Illinois
$4.84K – – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$4.72K +$104 +9 +2%
AF
85
Allworth Financial
California
$4.38K – – –
AssetMark Inc
86
AssetMark Inc
California
$3.02K – – –
CCM
87
Coldstream Capital Management
Washington
$2.2K +$2.2K +191 New
RAM
88
Readystate Asset Management
Illinois
– -$1.23M -104,580 Closed
CC
89
CF Capital
Massachusetts
– -$1.01M -85,900 Closed
AGM
90
Alpine Global Management
New York
– -$893K -75,900 Closed
YCM
91
Yakira Capital Management
Connecticut
– -$629K -53,462 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– -$460K -39,047 Closed
XT
93
XTX Topco
Cayman Islands
– -$205K -17,444 Closed
OIA
94
OneDigital Investment Advisors
Kansas
– -$194K -16,493 Closed
JIP
95
Jaffetilchin Investment Partners
Florida
– -$192K -16,342 Closed
LCM
96
Landscape Capital Management
New Jersey
– -$147K -12,520 Closed
WAM
97
Wolverine Asset Management
Illinois
– -$101K -8,556 Closed
AG
98
AmeriFlex Group
Nevada
– -$66.5K -5,445 Closed
LFG
99
Larson Financial Group
Missouri
– -$44.7K -3,795 Closed
EC
100
Elequin Capital
New York
– -$11.4K -971 Closed
1 2 3
4
5