NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

77 hedge funds and large institutions have $64.4M invested in Virtus Convertible & Income Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.11M
2
GC
Guggenheim Capital
Illinois
+$1.48M
3
LCM
Landscape Capital Management
New Jersey
+$1.41M
4
LPL Financial
LPL Financial
California
+$1.25M
5
Morgan Stanley
Morgan Stanley
New York
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.02M
2
Wells Fargo
Wells Fargo
California
-$534K
3
UBS Group
UBS Group
Switzerland
-$243K
4
DA
Doliver Advisors
Texas
-$238K
5
PFSC
Peoples Financial Services Corp
Pennsylvania
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Claraphi Advisory Network
United States
$225K +$9.1K +396 +4%
Stifel Financial
27
Stifel Financial
Missouri
$215K +$126K +5,477 +141%
RFN
28
RDA Financial Network
Iowa
$211K -$26.6K -1,113 -11%
BCA
29
Biltmore Capital Advisors
New Jersey
$196K – – –
AWA
30
Arkadios Wealth Advisors
Georgia
$183K +$183K +7,531 New
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$178K +$178K +7,800 New
IP
32
Intellectus Partners
California
$169K +$24.4K +1,051 +17%
SFS
33
Shaker Financial Services
Virginia
$168K +$168K +7,325 New
Goldman Sachs
34
Goldman Sachs
New York
$156K +$156K +6,778 New
Creative Planning
35
Creative Planning
Kansas
$139K – – –
OA
36
Oxbow Advisors
Texas
$136K +$23 +1 +0%
HCM
37
Hollencrest Capital Management
California
$132K +$132K +5,745 New
IFWM
38
Institute for Wealth Management
Colorado
$125K -$8.16K -354 -6%
LWM
39
Liberty Wealth Management
California
$115K +$2.66K +116 +2%
MIG
40
Mariner Investment Group
New York
$115K +$115K +5,000 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$110K +$39.2K +1,696 +55%
RJA
42
Raymond James & Associates
Florida
$105K -$14.6K -631 -12%
WS
43
Wedbush Securities
California
$100K +$36.7K +1,589 +58%
GIP
44
Greatmark Investment Partners
Georgia
$99K – – –
GLA
45
Good Life Advisors
Pennsylvania
$97K – – –
APW
46
Aurora Private Wealth
New Jersey
$94K +$94K +4,078 New
CPIG
47
Chicago Partners Investment Group
Illinois
$85K +$2.29K +96 +3%
NFG
48
Next Financial Group
Texas
$82K +$20.2K +875 +33%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$80K – – –
WAAG
50
Wealth Alliance Advisory Group
Kansas
$70K – – –
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2
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