NIE

Virtus Equity & Convertible Income Fund

71 hedge funds and large institutions have $143M invested in Virtus Equity & Convertible Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$899K +$899K +45,200 New
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$880K +$1.53K +77 +0.2%
SPIA
28
Steward Partners Investment Advisory
New York
$684K +$69.1K +3,474 +11%
SC
29
Stolper & Co
Oklahoma
$604K -$3.42K -172 -0.6%
RIL
30
Rothschild Investment LLC
Illinois
$590K
Stifel Financial
31
Stifel Financial
Missouri
$532K +$2.92K +147 +0.6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$460K -$121K -6,070 -21%
SWM
33
Spire Wealth Management
Virginia
$429K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$421K +$63.6K +3,200 +18%
CWM
35
Centurion Wealth Management
Virginia
$396K
Truist Financial
36
Truist Financial
North Carolina
$395K
DADC
37
D.A. Davidson & Co
Montana
$383K +$87K +4,375 +29%
CWM
38
Cornerstone Wealth Management
Missouri
$365K +$13.3K +670 +4%
ASN
39
Advisory Services Network
Georgia
$343K -$30.2K -1,516 -8%
AWS
40
Atria Wealth Solutions
New York
$342K +$13.7K +688 +4%
WS
41
Wedbush Securities
California
$331K +$159 +8 +0%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$317K +$13.4K +673 +4%
IFWM
43
Institute for Wealth Management
Colorado
$312K -$4.3K -216 -1%
HI
44
Harbour Investments
Wisconsin
$307K +$1.29K +65 +0.4%
Walleye Capital
45
Walleye Capital
New York
$307K -$116K -5,831 -27%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$307K -$82.8K -4,162 -21%
WI
47
Wintrust Investments
Illinois
$280K +$418 +21 +0.1%
SCA
48
SMH Capital Advisors
Texas
$267K -$73.4K -3,689 -22%
DWP
49
Daymark Wealth Partners
Ohio
$266K +$17.7K +892 +7%
IAIM
50
International Assets Investment Management
Florida
$262K