NIE

Virtus Equity & Convertible Income Fund

72 hedge funds and large institutions have $199M invested in Virtus Equity & Convertible Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
26
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$877K
Ameriprise
27
Ameriprise
Minnesota
$857K +$88.9K +3,017 +12%
Truist Financial
28
Truist Financial
North Carolina
$731K -$29 -1 -0%
TC
29
Telemus Capital
Michigan
$636K -$253K -8,600 -28%
XF
30
XML Financial
Maryland
$621K +$1.39K +47 +0.2%
BRWA
31
B. Riley Wealth Advisors
Florida
$599K +$49.7K +1,685 +9%
Bank of America
32
Bank of America
North Carolina
$588K -$11.8K -399 -2%
CWM
33
Cornerstone Wealth Management
Missouri
$546K +$737 +25 +0.1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$516K -$60.2K -2,040 -10%
IFWM
35
Institute for Wealth Management
Colorado
$495K
FF
36
FourThought Financial
Florida
$487K -$697K -23,695 -59%
WS
37
Wedbush Securities
California
$485K
ASN
38
Advisory Services Network
Georgia
$482K +$9.54K +324 +2%
SCA
39
SMH Capital Advisors
Texas
$460K -$10.6K -359 -2%
LPL Financial
40
LPL Financial
California
$410K -$430K -14,574 -51%
DC
41
Davenport & Co
Virginia
$350K +$14.7K +500 +4%
CBT
42
CoreFirst Bank & Trust
Kansas
$313K
LWAC
43
Laurel Wealth Advisors (California)
California
$295K +$590 +20 +0.2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$286K +$286K +9,715 New
GLLW
45
Graves Light Lenhart Wealth
Virginia
$278K
DWM
46
Dakota Wealth Management
Florida
$264K -$354K -11,985 -57%
MA
47
MONECO Advisors
Connecticut
$247K +$648 +22 +0.3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$241K +$241K +8,167 New
PCM
49
Parsons Capital Management
Rhode Island
$236K
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$229K +$229K +7,764 New