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 %
CIA
101
Capital Investment Advisors
Georgia
– – -10,134 Closed
GJWM
102
Gilliland Jeter Wealth Management
Arkansas
– – -5,127 Closed
BCWM
103
Bartlett & Co Wealth Management
Ohio
– – -1,300 Closed
CFGS
104
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5