NCZ
Virtus Convertible & Income Fund II
NCZ
NCZ
71 hedge funds and large institutions have $63.6M invested in Virtus Convertible & Income Fund II in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
5% less capital invested
Capital invested by funds: $66.8M → $63.6M (-$3.26M)
Holders
71
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.73M | |
| 2 | +$1.51M | |
| 3 | +$841K | |
| 4 |
API
Advisor Partners II
Walnut Creek,
California
|
+$769K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$266K |
Top Sellers
| 1 | -$779K | |
| 2 | -$278K | |
| 3 | -$229K | |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$198K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$177K |