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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23 hedge funds and large institutions have $40M invested in Virtus Convertible & Income 2024 Target Term Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$8.16M
2
KWM
2
Kingsview Wealth Management
Oregon
$483K
3
Wells Fargo
3
Wells Fargo
California
$6.79M
4
Bank of America
4
Bank of America
North Carolina
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$725K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.25M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
SF
3
Synovus Financial
Georgia
$35K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$8.16M 919,387 +115,571 +14%
Morgan Stanley
2
Morgan Stanley
New York
$7M 788,110 +11,045 +1%
Wells Fargo
3
Wells Fargo
California
$6.79M 764,251 +27,422 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.5M 281,818 -4,057 -1%
Bank of America
5
Bank of America
North Carolina
$2.12M 238,133 +18,311 +8%
UBS Group
6
UBS Group
Switzerland
$1.78M 200,390 -17,406 -8%
Stifel Financial
7
Stifel Financial
Missouri
$1.71M 192,353 -10,691 -5%
Invesco
8
Invesco
Georgia
$1.59M 178,834 -1,499 -0.8%
SPIA
9
Steward Partners Investment Advisory
New York
$1.51M 169,895 -10,263 -6%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.39M 153,069 +1,860 +1%
RJA
11
Raymond James & Associates
Florida
$1.25M 140,874 -63,103 -31%
First Trust Advisors
12
First Trust Advisors
Illinois
$911K 102,568 -5,138 -5%
Ameriprise
13
Ameriprise
Minnesota
$725K 81,624 +13,571 +20%
EGA
14
E&G Advisors
Texas
$584K 65,800 +2,700 +4%
KWM
15
Kingsview Wealth Management
Oregon
$483K 54,350 +54,350 New
WS
16
Wedbush Securities
California
$367K 41,341 -3,356 -8%
WEC
17
Winslow Evans & Crocker
Massachusetts
$295K 33,232 -470 -1%
RFM
18
Royal Fund Management
Florida
$231K 26,043 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$224K 25,200 +11,982 +91%
CWS
20
Cypress Wealth Services
California
$178K 20,000 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$105K 11,900 – –
SF
22
Synovus Financial
Georgia
$35K 3,965 -32,834 -89%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$27K 3,000 +1,000 +50%
SFS
24
Shaker Financial Services
Virginia
– – -54,458 Closed
LCM
25
Landscape Capital Management
New Jersey
– – -20,457 Closed
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