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CBH

Virtus Convertible & Income 2024 Target Term Fund
CBH

Delisted

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

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6 hedge funds and large institutions have $2.9M invested in Virtus Convertible & Income 2024 Target Term Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

32% more capital invested

Capital invested by funds: $2.19M → $2.9M (+$709K)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.17M
2
Wells Fargo
Wells Fargo
California
+$379K
3
UBS Group
UBS Group
Switzerland
+$269K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.02K
5
Bank of America
Bank of America
North Carolina
+$7.34K

Top Sellers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
-$2.1M

CBH Hedge Fund Activity: Q3 2017 in Review

6 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Virtus Convertible & Income 2024 Target Term Fund (CBH) for Q3 2017, worth a combined $2.9M — up 32% from $2.19M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CBH positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.17M. The largest seller was ACG Wealth, exiting entirely with an estimated $2.1M sold.

  • 6 institutional investors held Virtus Convertible & Income 2024 Target Term Fund (CBH) as of Q3 2017, up from 4 in Q2 2017.
  • Funds reported $2.9M of Virtus Convertible & Income 2024 Target Term Fund stock for Q3 2017, up 32% quarter-over-quarter.
  • 3 funds opened new Virtus Convertible & Income 2024 Target Term Fund positions in Q3 2017 and 1 closed out, a net change of +2 holders.
  • The largest Virtus Convertible & Income 2024 Target Term Fund buyer in Q3 2017 was Morgan Stanley, an estimated $2.17M added.
  • The largest Virtus Convertible & Income 2024 Target Term Fund seller in Q3 2017 was ACG Wealth, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2017.