NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

46 hedge funds and large institutions have $76.1M invested in Virtus Convertible & Income Fund in 2013 Q2 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+46
Holders Change %
–
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$125K +$125K +3,408 New
CAS
27
CTC Alternative Strategies
Illinois
$120K +$120K +3,275 New
CWM
28
Concert Wealth Management
California
$109K +$109K +2,938 New
WS
29
Wedbush Securities
California
$101K +$101K +2,750 New
NPC
30
National Planning Corporation
California
$98K +$98K +2,651 New
FAAS
31
First Allied Advisory Services
California
$98K +$98K +2,665 New
BRWA
32
B. Riley Wealth Advisors
Florida
$47K +$47K +1,273 New
Deutsche Bank
33
Deutsche Bank
Germany
$33K +$33K +925 New
RIA
34
Regal Investment Advisors
Michigan
$27K +$27K +725 New
WA
35
WFG Advisors
Texas
$26K +$26K +697 New
SF
36
Synovus Financial
Georgia
$24K +$24K +664 New
NES
37
New England Securities
New York
$23K +$23K +634 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$19K +$19K +505 New
IFWM
39
Institute for Wealth Management
Colorado
$19K +$19K +512 New
GI
40
Gradient Investments
Minnesota
$19K +$19K +513 New
Ameriprise
41
Ameriprise
Minnesota
$13K +$13K +366 New
FMP
42
Financial Management Professionals
Texas
$10K +$10K +274 New
LFR
43
Lehman Financial Resources
Pennsylvania
$9K +$9K +238 New
PSUF
44
People's United Financial
Connecticut
$4K +$4K +100 New
FFC
45
First Financial Corp
Indiana
$3K +$3K +75 New
1IC
46
1919 Investment Counsel
Maryland
$3K +$3K +75 New
1
2