NIE

Virtus Equity & Convertible Income Fund

62 hedge funds and large institutions have $109M invested in Virtus Equity & Convertible Income Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$472K +$14.7K +700 +3%
SFS
27
Shaker Financial Services
Virginia
$465K +$465K +22,490 New
SCM
28
Saba Capital Management
New York
$395K
UCFA
29
United Capital Financial Advisors
Texas
$366K +$57.3K +2,767 +19%
BC
30
Brinker Capital
Pennsylvania
$363K -$15.4K -745 -4%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$352K -$12.2K -588 -3%
CRC
32
Curi RMB Capital
Illinois
$351K +$35.9K +1,734 +11%
DA
33
Doliver Advisors
Texas
$329K +$329K +15,883 New
DC
34
Davenport & Co
Virginia
$283K +$19.6K +945 +7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$271K -$66.4K -3,220 -20%
Ameriprise
36
Ameriprise
Minnesota
$269K -$25K -1,207 -8%
UWM
37
USAdvisors Wealth Management
Minnesota
$260K +$435 +21 +0.2%
PCM
38
Pointe Capital Management
Michigan
$249K -$1.55K -75 -0.6%
LCM
39
Landscape Capital Management
New Jersey
$248K +$248K +11,983 New
LPL Financial
40
LPL Financial
California
$242K +$43.6K +2,103 +22%
LWAC
41
Laurel Wealth Advisors (California)
California
$234K +$234K +11,329 New
HFS
42
HL Financial Services
Kentucky
$231K +$12.4K +600 +6%
CWM
43
Cornerstone Wealth Management
Missouri
$209K -$10.9K -541 -5%
Citigroup
44
Citigroup
New York
$204K +$24.5K +1,187 +14%
SKK
45
Shepherd Kaplan Krochuk
Massachusetts
$201K
SPIA
46
Steward Partners Investment Advisory
New York
$124K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$118K
SWP
48
Stratos Wealth Partners
Ohio
$107K
MOS
49
MGO One Seven
Ohio
$72K +$13.3K +641 +23%
IA
50
IFP Advisors
Florida
$52K