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 %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$86.5K +$707 +52 +0.8%
SIC
52
Samalin Investment Counsel
New York
$85.9K -$10.2K -753 -11%
T
53
TNF
Montana
$78.8K -$2.48K -154 -3%
OA
54
Oxbow Advisors
Texas
$78.2K
AWM
55
Axxcess Wealth Management
California
$78K +$78K +5,733 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$76.4K -$8.08K -594 -10%
CF
57
Centaurus Financial
California
$75K -$2.18K -160 -3%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$74.5K
VVP
59
Venture Visionary Partners
Ohio
$73.8K
IFWM
60
Institute for Wealth Management
Colorado
$68.7K -$3.43K -252 -5%
RFN
61
RDA Financial Network
Iowa
$62.8K -$7.48K -550 -11%
WAM
62
Wolverine Asset Management
Illinois
$61.6K -$394K -28,968 -86%
QC
63
Quantedge Capital
Singapore
$61.2K -$108K -7,925 -64%
MML Investors Services
64
MML Investors Services
Massachusetts
$59K +$1.47K +108 +3%
GLA
65
Good Life Advisors
Pennsylvania
$56.9K
HighTower Advisors
66
HighTower Advisors
Illinois
$54K +$204 +15 +0.4%
AP
67
Americana Partners
Texas
$53.4K -$44.2K -3,250 -45%
UB
68
UMB Bank
Missouri
$50K
TWP
69
Tempus Wealth Planning
California
$49.7K
CIA
70
Capital Investment Advisors
Georgia
$46K
Citadel Advisors
71
Citadel Advisors
Florida
$45.2K +$45.2K +3,325 New
EM
72
ELCO Management
New York
$44.2K
CFS
73
Capital Financial Services
New York
$44.2K
1WA
74
180 Wealth Advisors
Washington
$43.2K
DA
75
Detalus Advisors
Missouri
$42.6K -$9.94K -731 -19%