NIE

Virtus Equity & Convertible Income Fund

65 hedge funds and large institutions have $113M invested in Virtus Equity & Convertible Income Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
20
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$511K -$28.2K -1,519 -5%
BKA
27
Brick & Kyle Associates
Pennsylvania
$493K +$901 +49 +0.2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$449K +$232K +12,420 +107%
Bank of America
29
Bank of America
North Carolina
$416K -$138K -7,419 -25%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$365K -$58.2K -3,137 -14%
DWM
31
Dakota Wealth Management
Florida
$351K +$351K +18,889 New
IFWM
32
Institute for Wealth Management
Colorado
$350K -$31.1K -1,675 -8%
WS
33
Wedbush Securities
California
$320K +$97.6K +5,254 +44%
ASN
34
Advisory Services Network
Georgia
$244K +$18.1K +971 +8%
DC
35
Davenport & Co
Virginia
$238K +$23.4K +1,255 +11%
BRWM
36
B. Riley Wealth Management
Tennessee
$235K +$235K +12,628 New
AA
37
AQR Arbitrage
Connecticut
$221K +$221K +11,861 New
IAIM
38
International Assets Investment Management
Florida
$205K +$205K +11,045 New
CWM
39
Cornerstone Wealth Management
Missouri
$202K -$11.6K -622 -5%
CAN
40
Claraphi Advisory Network
United States
$181K +$1.31K +70 +0.7%
Citigroup
41
Citigroup
New York
$161K -$2.01K -108 -1%
BAM
42
Belpointe Asset Management
Nevada
$135K -$10.2K -550 -7%
MA
43
MUFG Americas
New York
$66K +$66K +3,540 New
PB
44
Pinnacle Bancorp
Nebraska
$50K
NFG
45
Next Financial Group
Texas
$43K +$1.87K +100 +5%
APA
46
American Portfolios Advisors
New York
$40.2K +$19.2K +1,031 +91%
GWM
47
Geneos Wealth Management
Colorado
$35K
CWM
48
Cedar Wealth Management
California
$32K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$24K
AA
50
Ancora Advisors
Ohio
$21K