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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29 hedge funds and large institutions have $42.1M invested in Virtus Convertible & Income 2024 Target Term Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.66M
2
CWS
2
Cypress Wealth Services
California
$200K
3
LCM
3
Landscape Capital Management
New Jersey
$182K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.03M
5
ACM
5
Arlington Capital Management
Illinois
$100K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.18M
2
SPIA
2
Steward Partners Investment Advisory
New York
$565K
3
SFS
3
Shaker Financial Services
Virginia
$1.03M
4
RJA
4
Raymond James & Associates
Florida
$544K
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$9.07M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.07M 908,023 -16,466 -2%
Morgan Stanley
2
Morgan Stanley
New York
$8.66M 866,888 +57,323 +7%
Wells Fargo
3
Wells Fargo
California
$7.39M 740,046 -6,902 -0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.03M 302,807 +10,038 +3%
Bank of America
5
Bank of America
North Carolina
$2.4M 240,423 +1,993 +0.8%
UBS Group
6
UBS Group
Switzerland
$2.12M 211,691 +2,678 +1%
CPIG
7
Chicago Partners Investment Group
Illinois
$1.86M 187,560 +1,262 +0.7%
Stifel Financial
8
Stifel Financial
Missouri
$1.18M 117,939 -51,500 -30%
SFS
9
Shaker Financial Services
Virginia
$1.03M 102,651 -45,017 -30%
First Trust Advisors
10
First Trust Advisors
Illinois
$972K 97,311 -2,851 -3%
Ameriprise
11
Ameriprise
Minnesota
$857K 85,762 +1,792 +2%
EGA
12
E&G Advisors
Texas
$657K 65,800 – –
SPIA
13
Steward Partners Investment Advisory
New York
$565K 56,529 -51,343 -48%
RJA
14
Raymond James & Associates
Florida
$544K 54,479 -41,582 -43%
WS
15
Wedbush Securities
California
$326K 32,635 -3,760 -10%
RCM
16
Rivernorth Capital Management
Florida
$248K 24,807 +3,553 +17%
RFM
17
Royal Fund Management
Florida
$242K 24,249 -1,794 -7%
CWS
18
Cypress Wealth Services
California
$200K 20,000 +20,000 New
LCM
19
Landscape Capital Management
New Jersey
$182K 18,190 +18,190 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$118K 11,900 – –
ACM
21
Arlington Capital Management
Illinois
$100K 10,038 +10,038 New
Osaic Holdings
22
Osaic Holdings
Arizona
$82K 8,200 -5,500 -40%
WAM
23
Wolverine Asset Management
Illinois
$73K 7,360 -15,977 -68%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$55K 5,513 +5,513 New
AWA
25
Arkadios Wealth Advisors
Georgia
$48K 4,892 +4,892 New
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