CBH

Virtus Convertible & Income 2024 Target Term Fund
CBH

Overview Fund Activity
Delisted

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

Back to rankings

33 hedge funds and large institutions have $46M invested in Virtus Convertible & Income 2024 Target Term Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.31M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.87M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.1M
4
TA
4
TFB Advisors
Kansas
$319K
5
Ameriprise
5
Ameriprise
Minnesota
$403K

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
AAM
2
Advisors Asset Management
Colorado
$2.67M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$411K
4
Morgan Stanley
4
Morgan Stanley
New York
$8.74M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.87M 1,142,879 +75,324 +7%
Morgan Stanley
2
Morgan Stanley
New York
$8.74M 1,012,010 -9,444 -0.9%
Wells Fargo
3
Wells Fargo
California
$5.73M 663,132 -1,937 -0.3%
Stifel Financial
4
Stifel Financial
Missouri
$3.1M 358,739 +58,754 +20%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.69M 311,260 +1,611 +0.5%
AAM
6
Advisors Asset Management
Colorado
$2.67M 309,402 -33,107 -10%
UBS Group
7
UBS Group
Switzerland
$2.25M 260,643 +16,273 +7%
Bank of America
8
Bank of America
North Carolina
$2.16M 249,743 +17,166 +7%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.95M 215,046 +971 +0.5%
RCM
10
Rivernorth Capital Management
Florida
$1.31M 152,153 +119,753 +370%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.02M 118,600 -8,500 -7%
EGA
12
E&G Advisors
Texas
$640K 74,092 -3,200 -4%
GC
13
Guggenheim Capital
Illinois
$435K 50,333 -2,055 -4%
First Trust Advisors
14
First Trust Advisors
Illinois
$411K 47,602 -14,200 -23%
Ameriprise
15
Ameriprise
Minnesota
$403K 46,691 +34,453 +282%
TA
16
TFB Advisors
Kansas
$319K 36,903 +36,903 New
BRWA
17
B. Riley Wealth Advisors
Florida
$297K 33,880 -1,190 -3%
WS
18
Wedbush Securities
California
$279K 32,260 -1,000 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$234K 27,118 +27,118 New
RJA
20
Raymond James & Associates
Florida
$223K 25,834 – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$199K 23,015 +6,274 +37%
SPIA
22
Steward Partners Investment Advisory
New York
$193K 22,327 -2,943 -12%
CWS
23
Cypress Wealth Services
California
$173K 20,000 – –
RFM
24
Royal Fund Management
Florida
$143K 16,524 – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$112K 12,909 -2,851 -18%
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