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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25 hedge funds and large institutions have $43.8M invested in Virtus Convertible & Income 2024 Target Term Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$956K
2
AAS
2
Ameritas Advisory Services
Nebraska
$364K
3
UBS Group
3
UBS Group
Switzerland
$2.62M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$2.09M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.79M
2
Bank of America
2
Bank of America
North Carolina
$2.09M
3
SPIA
3
Steward Partners Investment Advisory
New York
$261K
4
Creative Planning
4
Creative Planning
Kansas
$0
5
HI
5
Harbour Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.92M 1,004,603 +15,715 +2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.29M 941,669 +19,122 +2%
Wells Fargo
3
Wells Fargo
California
$5.79M 586,864 -51,659 -8%
Stifel Financial
4
Stifel Financial
Missouri
$3.32M 336,217 +27,682 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.98M 301,605 -3,653 -1%
UBS Group
6
UBS Group
Switzerland
$2.62M 265,136 +32,911 +14%
CPIG
7
Chicago Partners Investment Group
Illinois
$2.09M 218,821 +30,470 +16%
Bank of America
8
Bank of America
North Carolina
$2.09M 211,732 -23,963 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$956K 96,900 +86,500 +832%
First Trust Advisors
10
First Trust Advisors
Illinois
$944K 95,687 +824 +0.9%
EGA
11
E&G Advisors
Texas
$809K 82,000 +14,800 +22%
Invesco
12
Invesco
Georgia
$466K 47,247 -459 -1%
Ameriprise
13
Ameriprise
Minnesota
$427K 43,233 +6,384 +17%
WS
14
Wedbush Securities
California
$364K 36,907 +2,647 +8%
AAS
15
Ameritas Advisory Services
Nebraska
$364K 36,903 +36,903 New
BRWA
16
B. Riley Wealth Advisors
Florida
$326K 32,958 +1,230 +4%
SPIA
17
Steward Partners Investment Advisory
New York
$261K 26,493 -18,151 -41%
RJA
18
Raymond James & Associates
Florida
$255K 25,834 – –
CWS
19
Cypress Wealth Services
California
$197K 20,000 – –
RFM
20
Royal Fund Management
Florida
$176K 17,931 -1,965 -10%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$105K 10,590 +10,590 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$59K 6,000 +1,000 +20%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$9.87K 1,000 – –
GWM
24
Geneos Wealth Management
Colorado
$6K 709 +709 New
S
25
SignatureFD
Georgia
$1K 113 +2 +2%
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