NCZ

Virtus Convertible & Income Fund II
NCZ

Overview Fund Activity

68 hedge funds and large institutions have $103M invested in Virtus Convertible & Income Fund II in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
27
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$3.45M
2
SIA
Sit Investment Associates
Minnesota
+$1.99M
3
GC
Guggenheim Capital
Illinois
+$1.88M
4
Truist Financial
Truist Financial
North Carolina
+$1.75M
5
AAM
Advisors Asset Management
Colorado
+$1.21M

Top Sellers

1
BI
Bramshill Investments
Florida
-$2.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.02M
4
CPC
Congress Park Capital
New York
-$875K
5
SW
SVB Wealth
Massachusetts
-$644K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
– -$61K -2,926 Closed
IWM
77
IHT Wealth Management
Illinois
– -$54K -2,583 Closed
FIA
78
FNY Investment Advisers
New York
– -$25K -1,250 Closed
APWA
79
Atlas Private Wealth Advisors
New Jersey
– -$10K -500 Closed
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