NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

92 hedge funds and large institutions have $63.4M invested in Virtus Convertible & Income Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.08M
2
CA
Cornerstone Advisors
North Carolina
+$1.36M
3
Comerica Bank
Comerica Bank
Texas
+$1.12M
4
API
Advisor Partners II
California
+$938K
5
AAM
Advisors Asset Management
Colorado
+$746K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$966K
2
Bank of America
Bank of America
North Carolina
-$583K
3
CS
Credit Suisse
Switzerland
-$529K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$314K
5
HBCM
Heron Bay Capital Management
Michigan
-$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$104K -$57.2K -4,599 -35%
SIMG
52
Sonora Investment Management Group
Arizona
$102K -$124K -9,937 -55%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$92.6K +$236 +19 +0.3%
AFG
54
Atomi Financial Group
New York
$90.8K +$90.8K +7,303 New
BW
55
Bison Wealth
Georgia
$87K – – –
CA
56
Cetera Advisors
Colorado
$84.5K -$2.8K -225 -3%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$84.3K +$1.64K +132 +2%
IWC
58
Integrated Wealth Concepts
Massachusetts
$82.7K – – –
RJFSA
59
Raymond James Financial Services Advisors
Florida
$80.5K +$7.68K +617 +11%
OA
60
Oxbow Advisors
Texas
$71.5K – – –
AWM
61
Axxcess Wealth Management
California
$71.3K +$71.3K +5,733 New
SW
62
SVB Wealth
Massachusetts
$68.7K – – –
VVP
63
Venture Visionary Partners
Ohio
$68.6K +$1.1K +88 +2%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$68.2K – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$68K +$10.7K +861 +19%
MOS
66
MGO One Seven
Ohio
$64.2K +$14.3K +1,146 +29%
Citadel Advisors
67
Citadel Advisors
Florida
$61.7K +$61.7K +4,961 New
IFWM
68
Institute for Wealth Management
Colorado
$61.3K -$1.56K -125 -2%
EC
69
Elequin Capital
New York
$59.2K -$84.4K -6,786 -59%
HighTower Advisors
70
HighTower Advisors
Illinois
$56K +$6.37K +514 +13%
RFN
71
RDA Financial Network
Iowa
$54.1K -$933 -75 -2%
T
72
TNF
Montana
$52.3K -$3.61K -305 -6%
GLA
73
Good Life Advisors
Pennsylvania
$52K – – –
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$50.4K +$12.3K +992 +32%
EM
75
ELCO Management
New York
$40.4K – – –
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3
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