NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

56 hedge funds and large institutions have $71.2M invested in Virtus Convertible & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-35
Holders Change %
-38.46%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
24
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$7.78M
2
WAM
Wolverine Asset Management
Illinois
+$2.21M
3
LCM
Landscape Capital Management
New Jersey
+$809K
4
RCM
Rivernorth Capital Management
Florida
+$692K
5
LSC
Logan Stone Capital
Illinois
+$611K

Top Sellers

1
CPC
Congress Park Capital
New York
-$6.05M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.61M
3
PAS
Park Avenue Securities
New York
-$1.45M
4
WAM
WNY Asset Management
New York
-$1.12M
5
PAG
Private Advisor Group
New Jersey
-$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
– -$87K -6,296 Closed
OA
77
Oxbow Advisors
Texas
– -$79.8K -5,747 Closed
SW
78
SVB Wealth
Massachusetts
– -$76.7K -5,526 Closed
PI
79
PFG Investments
New York
– -$70.5K -5,079 Closed
IWC
80
Integrated Wealth Concepts
Massachusetts
– -$63.6K -4,580 Closed
SFS
81
Shaker Financial Services
Virginia
– -$60.9K -4,391 Closed
MOS
82
MGO One Seven
Ohio
– -$59.6K -4,296 Closed
LFG
83
Larson Financial Group
Missouri
– -$52.1K -3,750 Closed
SCM
84
Sage Capital Management
New Jersey
– -$48.6K -3,500 Closed
AWA
85
Arete Wealth Advisors
Illinois
– -$48K -3,430 Closed
OAM
86
Occidental Asset Management
California
– -$46.8K -3,372 Closed
CIA
87
Capital Investment Advisors
Georgia
– -$42.9K -3,089 Closed
MWM
88
Meridian Wealth Management
Kentucky
– -$42.8K -3,085 Closed
GJWM
89
Gilliland Jeter Wealth Management
Arkansas
– -$42.8K -3,082 Closed
TC
90
TownSquare Capital
Utah
– -$42K -3,024 Closed
1WA
91
180 Wealth Advisors
Washington
– -$39.9K -2,875 Closed
IP
92
Intellectus Partners
California
– -$38.8K -2,792 Closed
KWA
93
Kingswood Wealth Advisors
California
– -$36.6K -2,635 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$36.1K -2,602 Closed
GLLW
95
Graves Light Lenhart Wealth
Virginia
– -$35.4K -2,550 Closed
SFA
96
Sequoia Financial Advisors
Ohio
– -$34.7K -2,500 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
– -$34.7K -2,500 Closed
Bessemer Group
98
Bessemer Group
New Jersey
– -$11K -774 Closed
Jones Financial Companies
99
Jones Financial Companies
Missouri
– -$3.96K -285 Closed
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