CBH

Virtus Convertible & Income 2024 Target Term Fund
CBH

Overview Fund Activity
Delisted

CBH was delisted on the 26th of August, 2024.

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35 hedge funds and large institutions have $60.2M invested in Virtus Convertible & Income 2024 Target Term Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.1M
2
SIA
2
Sit Investment Associates
Minnesota
$1.55M
3
RCM
3
Rivernorth Capital Management
Florida
$2.29M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$10.9M
5
BI
5
Bulldog Investors
New Jersey
$149K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CPIG
2
Chicago Partners Investment Group
Illinois
$1.16M
3
ACM
3
Arlington Capital Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$2.04M
5
AW
5
Atlas Wealth
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$101K 11,619 +8 +0.1%
OFG
27
OmniStar Financial Group
North Carolina
$96.6K 11,074 – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$94K 10,760 – –
SPIA
29
Steward Partners Investment Advisory
New York
$92.3K 10,580 – –
S
30
SignatureFD
Georgia
$88.8K 10,187 +10,055 +7,617%
GWM
31
Geneos Wealth Management
Colorado
$66.7K 7,646 – –
GI
32
Gradient Investments
Minnesota
$5.37K 616 +616 New
Osaic Holdings
33
Osaic Holdings
Arizona
$5.1K 585 -721 -55%
FIA
34
FNY Investment Advisers
New York
$5K 600 – –
NA
35
NewEdge Advisors
Louisiana
$1.82K 209 – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
– – -115,950 Closed
ACM
37
Arlington Capital Management
Illinois
– – -25,934 Closed
AW
38
Atlas Wealth
Ohio
– – -22,377 Closed
BRWA
39
B. Riley Wealth Advisors
Florida
– – -17,674 Closed
KHC
40
Koesten Hirschmann & Crabtree
Kansas
– – -1,000 Closed
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– – -663 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2