NCV

Virtus Convertible & Income Fund

94 hedge funds and large institutions have $57.7M invested in Virtus Convertible & Income Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
26
E&G Advisors
Texas
$247K -$62.2K -4,575 -20%
SIMG
27
Sonora Investment Management Group
Arizona
$246K -$44.6K -3,280 -15%
BRWA
28
B. Riley Wealth Advisors
Florida
$246K -$12.4K -899 -5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$240K -$62K -4,567 -21%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$236K +$236K +17,362 New
MWM
31
Melfa Wealth Management
Massachusetts
$234K +$234K +17,176 New
LCM
32
Landscape Capital Management
New Jersey
$211K -$167K -12,289 -44%
UBS Group
33
UBS Group
Switzerland
$205K +$77.2K +5,676 +60%
Stifel Financial
34
Stifel Financial
Missouri
$195K +$12.1K +888 +7%
CA
35
CoreCap Advisors
Michigan
$183K
JPLA
36
Joseph P. Lucia & Associates
New York
$182K -$4.47K -329 -2%
AWS
37
Atria Wealth Solutions
New York
$180K +$1.02K +74 +0.6%
Comerica Bank
38
Comerica Bank
Texas
$174K +$174K +11,441 New
MC
39
Moors & Cabot
Massachusetts
$169K
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$158K -$5.27K -383 -3%
Invesco
41
Invesco
Georgia
$158K -$266K -19,565 -63%
WS
42
Wedbush Securities
California
$158K +$651 +48 +0.4%
ASN
43
Advisory Services Network
Georgia
$149K -$4.91K -361 -3%
VF
44
Virtu Financial
New York
$124K +$124K +9,093 New
EC
45
Elequin Capital
New York
$120K +$120K +8,808 New
RJA
46
Raymond James & Associates
Florida
$109K +$3.25K +239 +3%
GSIAS
47
Garden State Investment Advisory Services
New Jersey
$102K +$102K +7,525 New
Mariner
48
Mariner
Kansas
$96K +$24.9K +1,824 +35%
SW
49
SVB Wealth
Massachusetts
$92.5K +$92.5K +6,804 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$91K -$109 -8 -0.1%