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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34 hedge funds and large institutions have $45.4M invested in Virtus Convertible & Income 2024 Target Term Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$921K
2
Ameriprise
2
Ameriprise
Minnesota
$915K
3
Morgan Stanley
3
Morgan Stanley
New York
$9.08M
4
ACM
4
Arlington Capital Management
Illinois
$199K
5
Bank of America
5
Bank of America
North Carolina
$2.3M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.53M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$229K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.54M
4
Wells Fargo
4
Wells Fargo
California
$5.59M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.53M 1,105,190 -37,689 -3%
Morgan Stanley
2
Morgan Stanley
New York
$9.08M 1,053,693 +41,683 +4%
Wells Fargo
3
Wells Fargo
California
$5.59M 648,541 -14,591 -2%
Stifel Financial
4
Stifel Financial
Missouri
$3.1M 359,816 +1,077 +0.3%
AAM
5
Advisors Asset Management
Colorado
$2.64M 306,462 -2,940 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.54M 294,457 -16,803 -5%
Bank of America
7
Bank of America
North Carolina
$2.3M 266,739 +16,996 +7%
UBS Group
8
UBS Group
Switzerland
$2.19M 254,105 -6,538 -3%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.84M 215,491 +445 +0.2%
RCM
10
Rivernorth Capital Management
Florida
$1.31M 152,317 +164 +0.1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$921K 106,902 +79,784 +294%
Ameriprise
12
Ameriprise
Minnesota
$915K 106,192 +59,501 +127%
EGA
13
E&G Advisors
Texas
$598K 69,392 -4,700 -6%
GC
14
Guggenheim Capital
Illinois
$428K 49,707 -626 -1%
TA
15
TFB Advisors
Kansas
$318K 36,903 – –
WS
16
Wedbush Securities
California
$244K 28,360 -3,900 -12%
First Trust Advisors
17
First Trust Advisors
Illinois
$229K 26,517 -21,085 -44%
RJA
18
Raymond James & Associates
Florida
$223K 25,834 – –
ACM
19
Arlington Capital Management
Illinois
$199K 23,102 +23,102 New
BRWA
20
B. Riley Wealth Advisors
Florida
$190K 21,874 -12,006 -35%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$182K 21,099 -1,916 -8%
CWS
22
Cypress Wealth Services
California
$172K 20,000 – –
SPIA
23
Steward Partners Investment Advisory
New York
$172K 19,964 -2,363 -11%
RFM
24
Royal Fund Management
Florida
$143K 16,610 +86 +0.5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$111K 12,909 – –
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