NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

91 hedge funds and large institutions have $77.8M invested in Virtus Convertible & Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$1.82M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$932K
3
LPL Financial
LPL Financial
California
+$923K
4
RAM
Readystate Asset Management
Illinois
+$813K
5
CPC
Congress Park Capital
New York
+$625K

Top Sellers

1
PCM
Penserra Capital Management
California
-$8.97M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$942K
3
LCM
Landscape Capital Management
New Jersey
-$591K
4
Bank of America
Bank of America
North Carolina
-$510K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cornerstone Advisors
North Carolina
$90.6K +$26K +1,874 +40%
AFG
52
Atomi Financial Group
New York
$89.8K +$11.9K +854 +15%
OC
53
Oppenheimer & Co
New York
$87.5K +$87.5K +6,305 New
MML Investors Services
54
MML Investors Services
Massachusetts
$87K +$2.82K +204 +3%
OA
55
Oxbow Advisors
Texas
$79.8K – – –
SW
56
SVB Wealth
Massachusetts
$76.7K +$76.7K +5,526 New
PI
57
PFG Investments
New York
$70.5K +$1.99K +143 +3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$64K +$57.1K +4,136 +827%
IWC
59
Integrated Wealth Concepts
Massachusetts
$63.6K – – –
SFS
60
Shaker Financial Services
Virginia
$60.9K -$53.1K -3,827 -47%
MOS
61
MGO One Seven
Ohio
$59.6K -$125 -9 -0.2%
LFG
62
Larson Financial Group
Missouri
$52.1K – – –
SCM
63
Sage Capital Management
New Jersey
$48.6K – – –
AWA
64
Arete Wealth Advisors
Illinois
$48K +$434 +31 +0.9%
OAM
65
Occidental Asset Management
California
$46.8K +$1.94K +140 +4%
CIA
66
Capital Investment Advisors
Georgia
$42.9K -$1.47K -106 -3%
MWM
67
Meridian Wealth Management
Kentucky
$42.8K +$42.8K +3,085 New
GJWM
68
Gilliland Jeter Wealth Management
Arkansas
$42.8K – – –
TC
69
TownSquare Capital
Utah
$42K -$83 -6 -0.2%
Comerica Bank
70
Comerica Bank
Texas
$41.8K -$14.3K -1,032 -26%
1WA
71
180 Wealth Advisors
Washington
$39.9K +$1.74K +125 +5%
IP
72
Intellectus Partners
California
$38.8K +$1.1K +79 +3%
FFO
73
Fortitude Family Office
Arizona
$38.2K -$8.23K -593 -18%
KWA
74
Kingswood Wealth Advisors
California
$36.6K +$36.6K +2,635 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$36.1K +$36.1K +2,602 New
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