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 %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
– -$1K -104 Closed
EWA
102
EverSource Wealth Advisors
Alabama
– -$651 -47 Closed
PA
103
Parallel Advisors
California
– -$219 -16 Closed
CFO
104
CVA Family Office
Colorado
– -$97 -7 Closed
IA
105
IFP Advisors
Florida
– -$80 -6 Closed
1 2 3 4
5