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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.77B 404,996 +63,508 +19%
SIA
2
Sit Investment Associates
Minnesota
$51.3M 4,355,074 +4,237,538 +3,605%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M 1,348,544 -221,998 -14%
Raymond James Financial
4
Raymond James Financial
Florida
$13.7M 1,165,089 +1,165,089 New
PCM
5
Penserra Capital Management
California
$12.6M 1,068,202 +72,008 +7%
AIA
6
Absolute Investment Advisers
Florida
$9.38M 797,246 +797,246 New
Wells Fargo
7
Wells Fargo
California
$8.9M 756,278 +11,019 +1%
GC
8
Guggenheim Capital
Illinois
$8.03M 682,010 +11,579 +2%
AAM
9
Advisors Asset Management
Colorado
$7.09M 602,548 +109,712 +22%
LPL Financial
10
LPL Financial
California
$5.87M 498,517 +63,521 +15%
AWA
11
Arete Wealth Advisors
Illinois
$3.78M 322,546 -277,493 -46%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.48M 295,570 +6,261 +2%
QL
13
Quarry LP
New York
$3.42M 290,621 +279,270 +2,460%
FC
14
FCA Corp
Texas
$2.25M 190,847 +49,237 +35%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.07M 175,582 -630 -0.4%
UBS Group
16
UBS Group
Switzerland
$2.05M 174,298 +29,687 +21%
Creative Planning
17
Creative Planning
Kansas
$1.89M 160,890 +160,890 New
Invesco
18
Invesco
Georgia
$1.65M 139,988 -11,966 -8%
FAM
19
Formidable Asset Management
Ohio
$1.36M 115,632 -5,092 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.31M 111,247 -5,626 -5%
RAM
21
Readystate Asset Management
Illinois
$1.23M 104,580 +104,580 New
CC
22
CF Capital
Massachusetts
$1.01M 85,900 +85,900 New
AGM
23
Alpine Global Management
New York
$893K 75,900 -222,711 -75%
MWM
24
Modern Wealth Management
Kansas
$869K 73,868 +16,201 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$854K 72,547 -5,085 -7%
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