NCV

Virtus Convertible & Income Fund

101 hedge funds and large institutions have $90.4M invested in Virtus Convertible & Income Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
34
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
51
Bison Wealth
Georgia
$99K +$4.72K +350 +5%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$95K +$3.65K +271 +4%
CA
53
Cetera Advisors
Colorado
$91.2K -$337 -25 -0.4%
EC
54
Elequin Capital
New York
$87.5K +$23.3K +1,732 +36%
IWC
55
Integrated Wealth Concepts
Massachusetts
$86K -$3.67K -272 -4%
AFG
56
Atomi Financial Group
New York
$81.8K -$16.7K -1,238 -17%
MOS
57
MGO One Seven
Ohio
$78.5K +$8.91K +661 +13%
HBCM
58
Heron Bay Capital Management
Michigan
$78.1K -$1.67M -124,256 -96%
HF
59
HRT Financial
New York
$78K +$78K +5,848 New
AWS
60
Atria Wealth Solutions
New York
$77.5K -$35.1K -2,605 -31%
OA
61
Oxbow Advisors
Texas
$77.5K
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$73.9K
RJFSA
63
Raymond James Financial Services Advisors
Florida
$73.8K -$13.5K -998 -15%
VVP
64
Venture Visionary Partners
Ohio
$73.1K -$1.19K -88 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$70K -$4.26K -314 -6%
IFWM
66
Institute for Wealth Management
Colorado
$66.5K
Comerica Bank
67
Comerica Bank
Texas
$62.8K -$1.15M -85,125 -95%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$62.3K +$7.7K +571 +14%
IC
69
IEQ Capital
California
$61.4K -$85.2K -6,322 -58%
T
70
TNF
Montana
$58.3K +$211 +16 +0.4%
GLA
71
Good Life Advisors
Pennsylvania
$56.4K
Verition Fund Management
72
Verition Fund Management
Connecticut
$53.9K +$53.9K +4,000 New
TSS
73
Two Sigma Securities
New York
$53.2K +$53.2K +3,945 New
Walleye Capital
74
Walleye Capital
New York
$51.1K +$12.1K +901 +31%
OC
75
Oppenheimer & Co
New York
$48.3K +$48.3K +3,583 New