NCV

Virtus Convertible & Income Fund

89 hedge funds and large institutions have $90.4M invested in Virtus Convertible & Income Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
18
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.9M +$2.52M +109,898 +15%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M -$395K -17,226 -2%
GC
3
Guggenheim Capital
Illinois
$8.79M +$1.29M +56,141 +17%
Millennium Management
4
Millennium Management
New York
$4.73M +$4.73M +206,189 New
LCM
5
Landscape Capital Management
New Jersey
$4.37M +$2.1M +91,287 +92%
Cohen & Steers
6
Cohen & Steers
New York
$4.29M -$1.29M -56,313 -23%
LPL Financial
7
LPL Financial
California
$3.43M -$18.9K -822 -0.5%
Ameriprise
8
Ameriprise
Minnesota
$2.69M -$135K -5,877 -5%
Wells Fargo
9
Wells Fargo
California
$2.61M -$703K -30,620 -21%
AAM
10
Advisors Asset Management
Colorado
$2.29M +$707K +30,789 +45%
SCM
11
Saba Capital Management
New York
$1.78M +$1.78M +77,492 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.71M -$25.1K -1,095 -1%
CRC
13
Curi RMB Capital
Illinois
$1.29M -$450K -19,603 -26%
CAN
14
Cetera Advisor Networks
California
$1.29M +$1.06K +46 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M +$583K +25,376 +86%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$1.14M -$87.8K -3,825 -7%
UBS Group
17
UBS Group
Switzerland
$852K -$157K -6,858 -16%
RCM
18
Rivernorth Capital Management
Florida
$814K +$814K +35,464 New
BI
19
Bramshill Investments
Florida
$635K +$635K +27,677 New
OMC
20
Old Mission Capital
Illinois
$561K +$561K +24,450 New
EGA
21
E&G Advisors
Texas
$513K -$689 -30 -0.1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$497K +$5.26K +229 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$493K -$215K -9,362 -30%
CAN
24
Claraphi Advisory Network
United States
$493K +$52.4K +2,280 +12%
SIM
25
Sonora Investment Management
Arizona
$491K