NCV

Virtus Convertible & Income Fund

67 hedge funds and large institutions have $55.1M invested in Virtus Convertible & Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
26
Intellectus Partners
California
$140K +$3.87K +172 +3%
Creative Planning
27
Creative Planning
Kansas
$137K -$4.59K -203 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$137K +$1.41K +63 +1%
OA
29
Oxbow Advisors
Texas
$133K +$968 +43 +0.7%
IFWM
30
Institute for Wealth Management
Colorado
$130K +$130K +5,778 New
RJA
31
Raymond James & Associates
Florida
$117K +$8.57K +379 +8%
LWM
32
Liberty Wealth Management
California
$111K +$1.43K +63 +1%
GIP
33
Greatmark Investment Partners
Georgia
$97K
GLA
34
Good Life Advisors
Pennsylvania
$93K
Stifel Financial
35
Stifel Financial
Missouri
$87K
ACM
36
Arlington Capital Management
Illinois
$83K +$83K +3,663 New
CPIG
37
Chicago Partners Investment Group
Illinois
$78K +$2.12K +94 +3%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$78K +$78K +3,462 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$69K -$81.3K -3,616 -54%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$69K -$42.9K -1,898 -38%
SWP
41
Stratos Wealth Partners
Ohio
$68K
GIA
42
Gladstone Institutional Advisory
Florida
$63K -$13.3K -587 -17%
MOS
43
MGO One Seven
Ohio
$62K
WS
44
Wedbush Securities
California
$62K +$316 +14 +0.5%
WAM
45
Weiss Asset Management
Massachusetts
$61K +$61K +2,700 New
NFG
46
Next Financial Group
Texas
$60K
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$60K
QCIG
48
Quad-Cities Investment Group
Iowa
$60K +$1.12K +50 +2%
MA
49
Mutual Advisors
Nebraska
$59K +$249 +11 +0.4%
SC
50
Stratford Consulting
Texas
$57K