NCV

Virtus Convertible & Income Fund

67 hedge funds and large institutions have $55.1M invested in Virtus Convertible & Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
51
American Portfolios Advisors
New York
$45.9K +$9.59K +425 +26%
RIA
52
Realta Investment Advisors
Delaware
$42K -$944 -41 -2%
VFA
53
Valeo Financial Advisors
Indiana
$23K
PAM
54
Panagora Asset Management
Massachusetts
$16K +$16K +719 New
SF
55
Synovus Financial
Georgia
$11K
SPIA
56
Steward Partners Investment Advisory
New York
$11K
Citigroup
57
Citigroup
New York
$10K -$3.5K -149 -26%
FHA
58
Flagship Harbor Advisors
Massachusetts
$6K
CFA
59
Carroll Financial Associates
North Carolina
$5K
CAC
60
Certified Advisory Corp
Florida
$5K
GWM
61
Geneos Wealth Management
Colorado
$4K -$17.6K -880 -81%
PCG
62
Private Capital Group
Connecticut
$4K +$4K +193 New
FCA
63
FinTrust Capital Advisors
South Carolina
$3K
FIA
64
FNY Investment Advisers
New York
$3K +$174 +10 +6%
VRM
65
Vectors Research Management
New York
$2K
KFS
66
Kelly Financial Services
Massachusetts
$1.42K +$1.42K +63 New
SIM
67
Sonora Investment Management
Arizona
-$508K -22,495 Closed
CIA
68
Capital Investment Advisors
Georgia
-$104K -4,583 Closed
TSS
69
Two Sigma Securities
New York
-$77K -3,391 Closed
SBIA
70
Sheaff Brock Investment Advisors
Indiana
-$73K -3,237 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$57K -2,500 Closed
GAM
72
Gemmer Asset Management
California
-$11K -480 Closed
FMII
73
Farmers & Merchants Investments Inc
Nebraska
-$10K -462 Closed