NIE

Virtus Equity & Convertible Income Fund

52 hedge funds and large institutions have $120M invested in Virtus Equity & Convertible Income Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
15
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$392K +$392K +20,300 New
BKA
27
Brick & Kyle Associates
Pennsylvania
$363K
SKK
28
Shepherd Kaplan Krochuk
Massachusetts
$322K
Citigroup
29
Citigroup
New York
$307K +$20.9K +1,084 +7%
CAN
30
Cetera Advisor Networks
California
$304K
SG Americas Securities
31
SG Americas Securities
New York
$253K -$957K -49,660 -79%
CA
32
Cetera Advisors
Colorado
$251K
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$219K -$216K -11,199 -50%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$158K -$39K -2,020 -20%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$138K -$16.6K -860 -11%
MFS
36
MSI Financial Services
Massachusetts
$125K +$7.54K +390 +6%
BCMIO
37
Beacon Capital Management Inc (Ohio)
Ohio
$122K
AIG
38
American International Group
New York
$108K +$19.3K +1,000 +22%
WA
39
WFG Advisors
Texas
$86K +$52.9K +2,750 +160%
Deutsche Bank
40
Deutsche Bank
Germany
$78K -$221K -11,450 -74%
DADC
41
D.A. Davidson & Co
Montana
$77K +$48.1K +2,500 +167%
S
42
SignatureFD
Georgia
$70K
BRWM
43
B. Riley Wealth Management
Tennessee
$55K +$19.5K +1,019 +55%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$39K
CTC
45
Central Trust Company
Missouri
$24K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$21K +$5.89K +300 +39%
PAM
47
Panagora Asset Management
Massachusetts
$21K +$21K +1,094 New
HF
48
Hoxton Financial
West Virginia
$18K
FNBT
49
FineMark National Bank & Trust
Florida
$14K +$14K +700 New
EWM
50
Edge Wealth Management
New York
$9K +$9K +450 New