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NIE

Virtus Equity & Convertible Income Fund
NIE

39 hedge funds and large institutions have $76.2M invested in Virtus Equity & Convertible Income Fund in 2013 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.65% more ownership

Funds ownership: 0% → 18.65% (+19%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
26
Cowen Prime Advisors
New York
$293K +$296K +16,000 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$276K +$278K +15,032 New
Ameriprise
28
Ameriprise
Minnesota
$239K +$241K +13,036 New
WI
29
Western Investment
Utah
$197K +$199K +10,757 New
MFS
30
MSI Financial Services
Massachusetts
$186K +$187K +10,124 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$137K +$138K +7,479 New
Deutsche Bank
32
Deutsche Bank
Germany
$95K +$96.1K +5,196 New
Citigroup
33
Citigroup
New York
$31K +$31.6K +1,707 New
Creative Planning
34
Creative Planning
Kansas
$19K +$18.7K +1,009 New
TRCT
35
Tower Research Capital (TRC)
New York
$16K +$16.6K +900 New
S
36
SignatureFD
Georgia
$10K +$10.3K +557 New
RIA
37
Regal Investment Advisors
Michigan
$4K +$4.01K +217 New
AIG
38
American International Group
New York
$3.67K +$3.7K +200 New
PWAG
39
Polaris Wealth Advisory Group
California
$18 +$18 +1 New
1
2

NIE Hedge Fund Activity: Q2 2013 in Review

39 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q2 2013, worth a combined $76.2M.

Buyers outnumbered sellers: 39 funds opened new NIE positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

  • 39 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $76.2M of Virtus Equity & Convertible Income Fund stock for Q2 2013.
  • 39 funds opened new Virtus Equity & Convertible Income Fund positions in Q2 2013 and 0 closed out, a net change of +39 holders.

Based on aggregated 13F filings for Q2 2013.