NCV

Virtus Convertible & Income Fund

50 hedge funds and large institutions have $97M invested in Virtus Convertible & Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
26
Citigroup
New York
$167K -$23.7K -559 -12%
ICAS
27
Investors Capital Advisory Services
Massachusetts
$163K +$24.6K +583 +18%
Deutsche Bank
28
Deutsche Bank
Germany
$146K +$107K +2,535 +274%
PAG
29
Private Advisor Group
New Jersey
$124K
Creative Planning
30
Creative Planning
Kansas
$117K -$21.7K -513 -16%
AIG
31
American International Group
New York
$74.2K -$89.8K -2,120 -55%
NES
32
New England Securities
New York
$49K
BRWA
33
B. Riley Wealth Advisors
Florida
$45.2K +$45.2K +1,067 New
WA
34
WFG Advisors
Texas
$39K -$3.02K -72 -7%
US Bancorp
35
US Bancorp
Minnesota
$36K
SF
36
Synovus Financial
Georgia
$32K +$859 +20 +3%
FMP
37
Financial Management Professionals
Texas
$22K
RIA
38
Regal Investment Advisors
Michigan
$20K
NFG
39
Next Financial Group
Texas
$19K +$19K +489 New
PMFA
40
Plante Moran Financial Advisors
Michigan
$18K +$18K +434 New
CFG
41
CKW Financial Group
Hawaii
$17K +$17K +394 New
NSIM
42
North Star Investment Management
Illinois
$14K
LFR
43
Lehman Financial Resources
Pennsylvania
$10K
TCM
44
Tradewinds Capital Management
Washington
$7K
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$5.3K +$5.3K +125 New
TWA
46
TCI Wealth Advisors
Arizona
$5K +$5K +122 New
1IC
47
1919 Investment Counsel
Maryland
$4K
DADC
48
D.A. Davidson & Co
Montana
$3K +$79 +2 +3%
FWM
49
Focused Wealth Management
New York
$3K +$3K +63 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$2.12K