NCV

Virtus Convertible & Income Fund

83 hedge funds and large institutions have $66.9M invested in Virtus Convertible & Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$211K +$211K +14,324 New
Stifel Financial
27
Stifel Financial
Missouri
$204K -$43.6K -2,960 -18%
JPLA
28
Joseph P. Lucia & Associates
New York
$202K -$14.7K -1,000 -7%
CAN
29
Claraphi Advisory Network
United States
$193K -$16.1K -1,092 -8%
CA
30
CoreCap Advisors
Michigan
$188K +$38.7K +2,625 +26%
ASN
31
Advisory Services Network
Georgia
$171K +$3.46K +235 +2%
WS
32
Wedbush Securities
California
$170K +$27.5K +1,872 +19%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$145K -$67.5K -4,597 -32%
Wells Fargo
34
Wells Fargo
California
$130K -$1.73K -117 -1%
SIC
35
Samalin Investment Counsel
New York
$107K +$1.8K +123 +2%
AP
36
Americana Partners
Texas
$105K -$26.3K -1,800 -20%
AWS
37
Atria Wealth Solutions
New York
$104K -$77.7K -5,236 -43%
Nomura Holdings
38
Nomura Holdings
Japan
$102K +$102K +7,083 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$98K +$98K +6,688 New
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$91K +$1.4K +95 +2%
LWM
41
Liberty Wealth Management
California
$86K +$2.2K +150 +3%
OA
42
Oxbow Advisors
Texas
$85K
RJA
43
Raymond James & Associates
Florida
$84K -$4.85K -331 -5%
CF
44
Centaurus Financial
California
$80K -$7.71K -523 -9%
VVP
45
Venture Visionary Partners
Ohio
$79.8K
IFWM
46
Institute for Wealth Management
Colorado
$78K
T
47
TNF
Montana
$76K -$23K -1,523 -23%
RFN
48
RDA Financial Network
Iowa
$76K -$4.9K -333 -6%
CPIG
49
Chicago Partners Investment Group
Illinois
$72K +$1.58K +100 +2%
HCM
50
Hollencrest Capital Management
California
$64K