AVK

Advent Convertible and Income Fund
AVK

Overview Fund Trends Analyst Outlook Journalist POV

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

97% less capital invested

Capital invested by funds: $4.94B → $170M (-$4.77B)

Holders
87
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
+$1.23M
2
+$942K
3
+$841K
4
SPIA
Steward Partners Investment Advisory
New York
+$747K
5
AAM
Advisors Asset Management
Colorado
+$670K

Top Sellers

1
-$3.81M
2
-$3.29M
3
-$1.23M
4
CC
CF Capital
Massachusetts
-$1.01M
5
AGM
Alpine Global Management
New York
-$893K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
101
Coppell Advisory Solutions
Texas
–
1 2 3 4
5