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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38 hedge funds and large institutions have $50M invested in Virtus Convertible & Income 2024 Target Term Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.48M
3
SIA
3
Sit Investment Associates
Minnesota
$404K
4
Wells Fargo
4
Wells Fargo
California
$6.12M
5
CL
5
CSS LLC
Illinois
$120K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$2.28M
5
SPIA
5
Steward Partners Investment Advisory
New York
$92.9K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.6M 1,210,882 +142,965 +13%
Morgan Stanley
2
Morgan Stanley
New York
$9.48M 1,079,387 +34,929 +3%
Wells Fargo
3
Wells Fargo
California
$6.12M 696,711 +21,058 +3%
Stifel Financial
4
Stifel Financial
Missouri
$3.15M 359,115 +5,833 +2%
AAM
5
Advisors Asset Management
Colorado
$2.67M 304,415 +323 +0.1%
Bank of America
6
Bank of America
North Carolina
$2.56M 291,759 +8,216 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.42M 275,677 -8,671 -3%
UBS Group
8
UBS Group
Switzerland
$2.28M 259,467 -6,899 -3%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.84M 216,857 +455 +0.2%
RCM
10
Rivernorth Capital Management
Florida
$1.79M 203,794 +6,183 +3%
Ameriprise
11
Ameriprise
Minnesota
$1.09M 124,584 +5,739 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.02M 116,450 -2,400 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.02M 115,950 -10,262 -8%
EGA
14
E&G Advisors
Texas
$563K 64,092 -3,725 -5%
GC
15
Guggenheim Capital
Illinois
$429K 48,879 -354 -0.7%
SIA
16
Sit Investment Associates
Minnesota
$404K 45,975 +29,330 +176%
TA
17
TFB Advisors
Kansas
$324K 36,903 – –
ACM
18
Arlington Capital Management
Illinois
$228K 25,934 +473 +2%
WS
19
Wedbush Securities
California
$207K 23,632 -4,757 -17%
RJA
20
Raymond James & Associates
Florida
$198K 22,500 – –
AW
21
Atlas Wealth
Ohio
$196K 22,377 – –
First Trust Advisors
22
First Trust Advisors
Illinois
$188K 21,377 -2,597 -11%
CWS
23
Cypress Wealth Services
California
$176K 20,000 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$157K 17,901 +7,120 +66%
BRWA
25
B. Riley Wealth Advisors
Florida
$156K 17,674 -3,700 -17%
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