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 %
CAS
101
Coppell Advisory Solutions
Texas
– -$1.24K -105 Closed
1 2 3 4
5