AVK

Advent Convertible and Income Fund

110 hedge funds and large institutions have $137M invested in Advent Convertible and Income Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.89M
2 +$1.32M
3 +$797K
4
Wells Fargo
Wells Fargo
California
+$752K
5
Morgan Stanley
Morgan Stanley
New York
+$704K

Top Sellers

1 -$7.99M
2 -$3.76M
3 -$1.22M
4
GC
Guggenheim Capital
Illinois
-$520K
5
LPL Financial
LPL Financial
California
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
Ellevest Inc
New York
$127K
BA
77
Ballew Advisors
Mississippi
$126K
BPA
78
Beacon Pointe Advisors
California
$121K
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$114K
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$113K
HI
81
Harbour Investments
Wisconsin
$91.1K
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$88K
MIA
83
MeadowBrook Investment Advisors
Michigan
$52.5K
AUB
84
Atlantic Union Bankshares
Virginia
$52.5K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$30.9K
LFASL
86
Lugano Financial Advisors SA (LFA)
Switzerland
$30.5K
AIM
87
Axiom Investment Management
New York
$21.4K
CT
88
Colonial Trust
South Carolina
$21.3K
CA
89
CoreCap Advisors
Michigan
$16.7K
US Bancorp
90
US Bancorp
Minnesota
$16.4K
SIS
91
Sound Income Strategies
Florida
$15.9K
GIA
92
GHP Investment Advisors
Colorado
$14.5K
KFAS
93
Keating Financial Advisory Services
Kansas
$12.2K
TCM
94
Triumph Capital Management
Colorado
$11.4K
GSWM
95
Golden State Wealth Management
California
$11.4K
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K
ME
97
McIlrath & Eck
Washington
$8.98K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$7.94K
FGA
99
Fortis Group Advisors
New Jersey
$6.07K
GWP
100
Gen-Wealth Partners
Michigan
$5.52K