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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18 hedge funds and large institutions have $43M invested in Virtus Convertible & Income 2024 Target Term Fund in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
13
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.18M
2
Wells Fargo
2
Wells Fargo
California
$3.25M
3
SFS
3
Shaker Financial Services
Virginia
$3.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.63M
5
RCM
5
Rivernorth Capital Management
Florida
$11.6M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$1.33M
2
AW
2
ACG Wealth
Georgia
$0
3
AG
3
Advisor Group
Arizona
$45K
4
WS
4
Wedbush Securities
California
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$11.6M 1,265,084 +21,988 +2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$8.1M 880,308 +10,504 +1%
Morgan Stanley
3
Morgan Stanley
New York
$6.63M 720,323 +25,175 +4%
SFS
4
Shaker Financial Services
Virginia
$3.27M 354,898 +51,373 +17%
Wells Fargo
5
Wells Fargo
California
$3.25M 353,591 +116,461 +49%
Stifel Financial
6
Stifel Financial
Missouri
$2.2M 238,772 +538 +0.2%
UBS Group
7
UBS Group
Switzerland
$2.18M 237,331 +140,057 +144%
Bank of America
8
Bank of America
North Carolina
$1.39M 151,406 +13,703 +10%
MIG
9
Mariner Investment Group
New York
$1.33M 144,817 -30,046 -17%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.09M 118,036 +3,972 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$592K 64,366 +10,186 +19%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$490K 53,225 +3,129 +6%
UR
13
USCA RIA
Texas
$272K 29,550 +2,000 +7%
WS
14
Wedbush Securities
California
$223K 24,214 -733 -3%
MSAM
15
Moloney Securities Asset Management
Missouri
$141K 15,376 +2,886 +23%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$109K 11,801 – –
AG
17
Advisor Group
Arizona
$45K 4,900 -2,425 -33%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3K 300 – –
AW
19
ACG Wealth
Georgia
– – -10,875 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –