NCV

Virtus Convertible & Income Fund

91 hedge funds and large institutions have $77.8M invested in Virtus Convertible & Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$377K +$1.1K +79 +0.3%
NA
27
NewEdge Advisors
Louisiana
$343K -$62.5K -4,500 -15%
Walleye Capital
28
Walleye Capital
New York
$334K +$334K +24,097 New
HighTower Advisors
29
HighTower Advisors
Illinois
$328K -$30.2K -2,175 -8%
Wells Fargo
30
Wells Fargo
California
$288K -$9.22K -664 -3%
KAS
31
Kestra Advisory Services
Texas
$274K +$274K +19,762 New
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$271K -$7.55K -544 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$270K +$8.56K +617 +3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$254K -$942K -67,836 -79%
CL
35
Choreo LLC
Illinois
$200K +$7.38K +527 +4%
EGA
36
E&G Advisors
Texas
$186K -$17.3K -1,250 -9%
EAM
37
Everstar Asset Management
North Carolina
$178K
Stifel Financial
38
Stifel Financial
Missouri
$163K -$10.8K -781 -6%
CA
39
CoreCap Advisors
Michigan
$154K
AW
40
Alteri Wealth
California
$153K +$153K +11,056 New
WS
41
Wedbush Securities
California
$140K -$25.5K -1,835 -15%
AWS
42
Atria Wealth Solutions
New York
$140K +$34.3K +2,474 +33%
LCM
43
Landscape Capital Management
New Jersey
$127K -$591K -42,604 -82%
MWM
44
Melfa Wealth Management
Massachusetts
$117K
GLA
45
Good Life Advisors
Pennsylvania
$107K +$49.1K +3,534 +85%
EC
46
Elequin Capital
New York
$101K +$101K +7,305 New
SIMG
47
Sonora Investment Management Group
Arizona
$98.5K -$14.6K -1,054 -13%
GSIAS
48
Garden State Investment Advisory Services
New Jersey
$97K -$1.11K -80 -1%
JPLA
49
Joseph P. Lucia & Associates
New York
$96.2K -$17K -1,225 -15%
PFG
50
Prosperity Financial Group
California
$92.5K +$1.51K +109 +2%