NCV

Virtus Convertible & Income Fund

96 hedge funds and large institutions have $73.6M invested in Virtus Convertible & Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIMG
51
Sonora Investment Management Group
Arizona
$109K -$441 -33 -0.4%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$99.8K +$5.61K +420 +6%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$99K +$383 +29 +0.4%
AFG
54
Atomi Financial Group
New York
$86.6K +$5.6K +419 +7%
IWC
55
Integrated Wealth Concepts
Massachusetts
$83.2K -$2K -150 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$79.9K +$6.8K +509 +9%
ASN
57
Advisory Services Network
Georgia
$79.9K -$26.2K -1,960 -25%
AWS
58
Atria Wealth Solutions
New York
$78.1K +$1.3K +97 +2%
HBCM
59
Heron Bay Capital Management
Michigan
$77.4K
OA
60
Oxbow Advisors
Texas
$76.8K
Northern Trust
61
Northern Trust
Illinois
$75.6K +$75.6K +5,661 New
MOS
62
MGO One Seven
Ohio
$74.9K -$2.87K -215 -4%
SW
63
SVB Wealth
Massachusetts
$73.8K +$73.8K +5,526 New
VVP
64
Venture Visionary Partners
Ohio
$72.5K
MML Investors Services
65
MML Investors Services
Massachusetts
$71K +$2.1K +157 +3%
PI
66
PFG Investments
New York
$62K +$62K +4,642 New
Comerica Bank
67
Comerica Bank
Texas
$61.6K -$615 -46 -1%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$61.4K -$427 -32 -0.7%
GLA
69
Good Life Advisors
Pennsylvania
$55.9K
T
70
TNF
Montana
$55.8K +$201 +16 +0.4%
Verition Fund Management
71
Verition Fund Management
Connecticut
$50.1K -$3.34K -250 -6%
SCM
72
Sage Capital Management
New Jersey
$46.8K
BW
73
Bison Wealth
Georgia
$44.8K -$53.4K -3,997 -54%
OC
74
Oppenheimer & Co
New York
$44.5K -$3.34K -250 -7%
EM
75
ELCO Management
New York
$43.4K