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 %
SIA
1
Sit Investment Associates
Minnesota
$46.9M -$3.29M -285,097 -7%
Raymond James Financial
2
Raymond James Financial
Florida
$14.4M +$942K +81,693 +7%
PCM
3
Penserra Capital Management
California
$13.5M +$1.23M +106,926 +10%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M -$3.81M -330,054 -24%
Wells Fargo
5
Wells Fargo
California
$9.12M +$400K +34,693 +5%
AIA
6
Absolute Investment Advisers
Florida
$9.11M -$84.2K -7,300 -0.9%
AAM
7
Advisors Asset Management
Colorado
$7.62M +$670K +58,075 +10%
GC
8
Guggenheim Capital
Illinois
$7.58M -$280K -24,320 -4%
LPL Financial
9
LPL Financial
California
$5.47M -$276K -23,967 -5%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$4.89M +$224K +19,450 +5%
AWA
11
Arete Wealth Advisors
Illinois
$3.73M +$9.86K +855 +0.3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.52M +$107K +9,287 +3%
QL
13
Quarry LP
New York
$3.35M – – –
FC
14
FCA Corp
Texas
$2.25M +$47.3K +4,105 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.13M +$100K +8,711 +5%
Creative Planning
16
Creative Planning
Kansas
$1.84M -$18.9K -1,641 -1%
UBS Group
17
UBS Group
Switzerland
$1.45M -$563K -48,839 -28%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.39M +$111K +9,630 +9%
Invesco
19
Invesco
Georgia
$1.28M -$338K -29,315 -21%
CWP
20
Cyndeo Wealth Partners
Florida
$1.25M +$518K +44,913 +71%
FAM
21
Formidable Asset Management
Ohio
$1.14M -$194K -16,801 -15%
SPIA
22
Steward Partners Investment Advisory
New York
$1.01M +$747K +64,797 +285%
MWM
23
Modern Wealth Management
Kansas
$846K -$6.01K -521 -0.7%
NAS
24
NWF Advisory Services
California
$841K +$841K +72,951 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$819K -$17.6K -1,522 -2%
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