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AVK
Advent Convertible and Income Fund
AVK
AVK
98 hedge funds and large institutions have $161M invested in Advent Convertible and Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
3% more funds holding
Funds holding: 95 → 98 (+3)
1.79% less ownership
Funds ownership: 30.84% → 29.05% (-1.8%)
8% less capital invested
Capital invested by funds: $174M → $161M (-$13.1M)
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$11.3M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$2.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$970K |
| 4 |
QL
Quarry LP
New York
|
-$728K |
| 5 |
Morgan Stanley
New York
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$343K | -26,825 | Closed |
|
|
NFSG
102
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$315K | -24,636 | Closed |
|
|
TIA
103
Trust Investment Advisors
Indianapolis,
Indiana
| – | -$162K | -12,650 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$53.3K | -4,167 | Closed |
|
|
MIA
105
MeadowBrook Investment Advisors
Livonia,
Michigan
| – | -$53.1K | -4,155 | Closed |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| – | -$4.39K | -343 | Closed |
|
|
GRP
107
Global Retirement Partners
San Rafael,
California
| – | -$4.02K | -314 | Closed |
|