NIE

Virtus Equity & Convertible Income Fund

72 hedge funds and large institutions have $133M invested in Virtus Equity & Convertible Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
26
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$669K +$23.9K +1,176 +4%
RIL
27
Rothschild Investment LLC
Illinois
$646K
SC
28
Stolper & Co
Oklahoma
$607K +$607K +29,886 New
Ameriprise
29
Ameriprise
Minnesota
$566K -$112K -5,527 -17%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$535K
BRWA
31
B. Riley Wealth Advisors
Florida
$534K +$76.4K +3,760 +17%
Bank of America
32
Bank of America
North Carolina
$514K +$106K +5,228 +26%
CA
33
Cornerstone Advisors
North Carolina
$487K -$2.49M -122,500 -84%
Truist Financial
34
Truist Financial
North Carolina
$474K
XF
35
XML Financial
Maryland
$426K -$407 -20 -0.1%
SCA
36
SMH Capital Advisors
Texas
$408K +$31.6K +1,556 +8%
CWM
37
Cornerstone Wealth Management
Missouri
$389K +$528 +26 +0.1%
IFWM
38
Institute for Wealth Management
Colorado
$337K
ASN
39
Advisory Services Network
Georgia
$335K +$5.02K +247 +2%
WS
40
Wedbush Securities
California
$334K
Stifel Financial
41
Stifel Financial
Missouri
$333K -$33.9K -1,671 -9%
LWAC
42
Laurel Wealth Advisors (California)
California
$245K +$245K +12,046 New
DC
43
Davenport & Co
Virginia
$243K
LCM
44
Landscape Capital Management
New Jersey
$233K -$363K -17,867 -61%
GAA
45
Global Assets Advisory
Florida
$231K +$231K +11,000 New
TC
46
Telemus Capital
Michigan
$226K -$20K -985 -8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$210K +$102K +5,046 +95%
WI
48
Wintrust Investments
Illinois
$209K +$5.08K +250 +2%
SWM
49
Silverlake Wealth Management
Vermont
$201K
FF
50
FourThought Financial
Florida
$171K -$11.7K -578 -6%