NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

77 hedge funds and large institutions have $190M invested in Virtus Equity & Convertible Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$3.03M
2
WAM
2
Wolverine Asset Management
Illinois
$2.5M
3
GEM
3
Global Endowment Management
North Carolina
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$8.59M
5
SFS
5
Shaker Financial Services
Virginia
$1.11M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.73M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.46M
3
ACM
3
Anfield Capital Management
California
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
Telemus Capital
Michigan
$976K 34,368 +4,250 +14%
SPIA
27
Steward Partners Investment Advisory
New York
$959K 34,242 +1,180 +4%
RIL
28
Rothschild Investment LLC
Illinois
$957K 34,177 – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$941K 33,605 +455 +1%
Ameriprise
30
Ameriprise
Minnesota
$891K 31,373 +750 +2%
Truist Financial
31
Truist Financial
North Carolina
$695K 24,822 -2,096 -8%
AA
32
AQR Arbitrage
Connecticut
$639K 22,822 -24,109 -51%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$624K 22,293 +3,567 +19%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$616K 21,994 – –
DWM
35
Dakota Wealth Management
Florida
$596K 21,275 – –
GG
36
Golden Green
South Carolina
$543K 19,400 -9,045 -32%
BRWA
37
B. Riley Wealth Advisors
Florida
$522K 18,606 +1,872 +11%
CWM
38
Cornerstone Wealth Management
Missouri
$513K 18,309 -3,842 -17%
WS
39
Wedbush Securities
California
$477K 17,023 +3,503 +26%
IFWM
40
Institute for Wealth Management
Colorado
$471K 16,815 -953 -5%
LPL Financial
41
LPL Financial
California
$465K 16,590 +5,680 +52%
SCA
42
SMH Capital Advisors
Texas
$454K 16,215 +16,215 New
ASN
43
Advisory Services Network
Georgia
$444K 15,862 +768 +5%
Bank of America
44
Bank of America
North Carolina
$432K 15,428 -2,166 -12%
Citadel Advisors
45
Citadel Advisors
Florida
$361K 12,871 +12,871 New
DC
46
Davenport & Co
Virginia
$318K 11,366 -170 -1%
CBT
47
CoreFirst Bank & Trust
Kansas
$297K 10,618 -1 -0%
LWAC
48
Laurel Wealth Advisors (California)
California
$275K 9,835 +176 +2%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$265K 9,448 – –
MA
50
MONECO Advisors
Connecticut
$236K 8,410 -975 -10%
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