NCV

Virtus Convertible & Income Fund

91 hedge funds and large institutions have $83.3M invested in Virtus Convertible & Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$409K -$28.4K -2,025 -6%
Mariner
27
Mariner
Kansas
$379K -$15.1K -1,075 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$366K -$5.82K -411 -2%
Wells Fargo
29
Wells Fargo
California
$300K +$21.8K +1,559 +8%
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$281K +$22.1K +1,579 +9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$264K -$2.13K -152 -0.8%
EGA
32
E&G Advisors
Texas
$205K
UBS AM
33
UBS AM
Illinois
$193K -$158K -11,250 -45%
CL
34
Choreo LLC
Illinois
$192K -$6.43K -459 -3%
EAM
35
Everstar Asset Management
North Carolina
$180K +$180K +12,850 New
Stifel Financial
36
Stifel Financial
Missouri
$175K -$23.5K -1,677 -12%
WS
37
Wedbush Securities
California
$167K -$59.6K -4,251 -26%
GT
38
Greenleaf Trust
Michigan
$156K +$156K +11,141 New
CA
39
CoreCap Advisors
Michigan
$155K +$10.5K +750 +7%
MWM
40
Melfa Wealth Management
Massachusetts
$118K
SFS
41
Shaker Financial Services
Virginia
$115K -$543K -38,771 -83%
JPLA
42
Joseph P. Lucia & Associates
New York
$114K -$24K -1,715 -17%
SIMG
43
Sonora Investment Management Group
Arizona
$114K
AWS
44
Atria Wealth Solutions
New York
$107K -$13.6K -968 -11%
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$98.9K -$6.39K -456 -6%
WHCFA
46
William Howard & Co Financial Advisors
Tennessee
$94K +$94K +6,688 New
PFG
47
Prosperity Financial Group
California
$91.8K +$2.3K +164 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$85K +$6.94K +497 +9%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$83.8K -$14 -1 -0%
OA
50
Oxbow Advisors
Texas
$80.5K