NCV

Virtus Convertible & Income Fund

72 hedge funds and large institutions have $42.2M invested in Virtus Convertible & Income Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
26
Detalus Advisors
Missouri
$128K -$40.3K -2,694 -24%
RFN
27
RDA Financial Network
Iowa
$110K -$22.5K -1,500 -17%
APW
28
Aurora Private Wealth
New Jersey
$101K +$40K +2,674 +66%
SIC
29
Samalin Investment Counsel
New York
$100K +$100K +6,746 New
WS
30
Wedbush Securities
California
$96K +$31.5K +2,116 +49%
IFWM
31
Institute for Wealth Management
Colorado
$90K +$8.71K +581 +11%
HighTower Advisors
32
HighTower Advisors
Illinois
$89K +$89K +5,945 New
OA
33
Oxbow Advisors
Texas
$88K -$164 -11 -0.2%
HCM
34
Hollencrest Capital Management
California
$86K
CAN
35
Claraphi Advisory Network
United States
$79K -$67.4K -4,507 -46%
IP
36
Intellectus Partners
California
$77K -$32.1K -2,142 -29%
LWM
37
Liberty Wealth Management
California
$77K +$1.79K +119 +2%
Stifel Financial
38
Stifel Financial
Missouri
$68K -$72.2K -4,827 -52%
CRC
39
Curi RMB Capital
Illinois
$68K +$68K +4,523 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$65K +$24.8K +1,657 +62%
GIP
41
Greatmark Investment Partners
Georgia
$64K
GLA
42
Good Life Advisors
Pennsylvania
$62K
RJA
43
Raymond James & Associates
Florida
$59K -$8.77K -588 -13%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$58K -$58K -3,900 -50%
CPIG
45
Chicago Partners Investment Group
Illinois
$58K +$1.94K +123 +3%
SFS
46
Shaker Financial Services
Virginia
$56K -$53.4K -3,575 -49%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$56K -$15.5K -1,033 -22%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$52K
AWA
49
Arkadios Wealth Advisors
Georgia
$44.5K -$68.2K -4,557 -61%
CFGS
50
Concourse Financial Group Securities
Alabama
$42K +$42K +2,763 New