NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

92 hedge funds and large institutions have $98.1M invested in Virtus Convertible & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$13.4M
2
Bank of America
Bank of America
North Carolina
+$6.68M
3
AAM
Advisors Asset Management
Colorado
+$1.85M
4
RCM
Rivernorth Capital Management
Florida
+$1.79M
5
SFS
Shaker Financial Services
Virginia
+$1.47M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.24M
2
Millennium Management
Millennium Management
New York
-$4.73M
3
LCM
Landscape Capital Management
New Jersey
-$3.98M
4
Cohen & Steers
Cohen & Steers
New York
-$1.3M
5
CRC
Curi RMB Capital
Illinois
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$123K +$123K +5,434 New
IFWM
52
Institute for Wealth Management
Colorado
$121K -$14.8K -653 -11%
CF
53
Centaurus Financial
California
$99K +$3.52K +156 +4%
HCM
54
Hollencrest Capital Management
California
$98K – – –
GLA
55
Good Life Advisors
Pennsylvania
$95K – – –
CPIG
56
Chicago Partners Investment Group
Illinois
$95K +$1.38K +59 +1%
CIA
57
Capital Investment Advisors
Georgia
$87K -$3.39K -150 -4%
BCA
58
Biltmore Capital Advisors
New Jersey
$85K +$85K +3,750 New
IA
59
Insight Advisors
Pennsylvania
$81K +$81K +3,525 New
AWA
60
Arkadios Wealth Advisors
Georgia
$80K +$22.5K +1,000 +39%
IP
61
Intellectus Partners
California
$74K -$15.1K -663 -17%
CFS
62
Capital Financial Services
New York
$74K +$74K +3,250 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$71K – – –
BCA
64
Bay Colony Advisors
Massachusetts
$71K +$541 +24 +0.8%
BRWA
65
B. Riley Wealth Advisors
Florida
$67K +$67K +2,955 New
CA
66
Cetera Advisors
Colorado
$66K -$8.29K -367 -11%
NFG
67
Next Financial Group
Texas
$64K – – –
PWM
68
Paulson Wealth Management
Illinois
$63K – – –
1WA
69
180 Wealth Advisors
Washington
$62K – – –
HH
70
Hilltop Holdings
Texas
$58K +$58K +2,568 New
GIP
71
Greatmark Investment Partners
Georgia
$57K -$5.95K -261 -9%
ACI
72
Alpha Cubed Investments
California
$57K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$46K – – –
AWM
74
Accel Wealth Management
Iowa
$39K +$136 +6 +0.3%
APA
75
American Portfolios Advisors
New York
$30.8K – – –
1 2
3
4 5