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NCZ

Virtus Convertible & Income Fund II

70 hedge funds and large institutions have $60.6M invested in Virtus Convertible & Income Fund II in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $54.6M → $60.6M (+$6.05M)

4% more funds holding

Funds holding: 6770 (+3)

0.56% more ownership

Funds ownership: 6.36%6.92% (+0.56%)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.8M +$439K +37,024 +2%
SCM
2
Saba Capital Management
New York
$9.99M +$9.49M +800,293 +1,199%
AAM
3
Advisors Asset Management
Colorado
$4.32M -$1.08M -91,417 -20%
Cohen & Steers
4
Cohen & Steers
New York
$4.29M +$1.04M +87,499 +31%
Bank of America
5
Bank of America
North Carolina
$2.18M +$273K +23,038 +14%
CPC
6
Congress Park Capital
New York
$1.78M +$336K +28,336 +23%
GC
7
Guggenheim Capital
Illinois
$1.38M -$75.3K -6,350 -5%
LSC
8
Logan Stone Capital
Illinois
$1.27M +$1.26M +106,474 +2,606%
PAS
9
Park Avenue Securities
New York
$1.15M +$35K +2,953 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.14M +$39.4K +3,325 +3%
Truist Financial
11
Truist Financial
North Carolina
$1.07M +$20.8K +1,753 +2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$668K +$13K +1,094 +2%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$654K +$890 +75 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$601K +$105K +8,872 +21%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$589K +$262K +22,115 +76%
NA
16
NewEdge Advisors
Louisiana
$561K +$21.9K +1,844 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$551K -$232K -19,520 -29%
HBCM
18
Heron Bay Capital Management
Michigan
$537K -$3.67M -309,486 -87%
LPL Financial
19
LPL Financial
California
$499K +$15.7K +1,326 +3%
RJA
20
Raymond James & Associates
Florida
$475K -$15.3K -1,290 -3%
Invesco
21
Invesco
Georgia
$442K -$150K -12,684 -25%
LCM
22
Landscape Capital Management
New Jersey
$381K +$13.5K +1,140 +4%
UBS Group
23
UBS Group
Switzerland
$366K +$23.4K +1,971 +7%
BRWA
24
B. Riley Wealth Advisors
Florida
$326K -$19.4K -1,637 -6%
QC
25
Quantedge Capital
Singapore
$321K -$291K -24,505 -47%

NCZ Hedge Fund Activity: Q4 2022 in Review

70 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Virtus Convertible & Income Fund II (NCZ) for Q4 2022, worth a combined $60.6M — up 11% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NCZ positions and 9 closed out — a net gain of 5 holders — while 34 added to existing stakes and 17 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $9.49M. The largest seller was Heron Bay Capital Management, cutting an estimated $3.67M.

  • 70 institutional investors held Virtus Convertible & Income Fund II (NCZ) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $60.6M of Virtus Convertible & Income Fund II stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new Virtus Convertible & Income Fund II positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Virtus Convertible & Income Fund II buyer in Q4 2022 was Saba Capital Management, an estimated $9.49M added.
  • The largest Virtus Convertible & Income Fund II seller in Q4 2022 was Heron Bay Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2022.