NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

82 hedge funds and large institutions have $161M invested in Virtus Equity & Convertible Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
24
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$20.8M
2
AAM
Advisors Asset Management
Colorado
$14.3M
3
LCM
Landscape Capital Management
New Jersey
$1.24M
4
CA
Cornerstone Advisors
North Carolina
$2.18M
5
GC
Guggenheim Capital
Illinois
$10.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$20.3M
2
Bank of America
Bank of America
North Carolina
$3.58M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.74M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$649K
5
ASN
Advisory Services Network
Georgia
$25K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$1.17M – – –
Invesco
27
Invesco
Georgia
$973K -$252K -12,067 -21%
KFGK
28
Keystone Financial Group (Kentucky)
Kentucky
$915K -$11K -525 -1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$780K +$296K +14,143 +61%
SPIA
30
Steward Partners Investment Advisory
New York
$727K +$7.63K +365 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$649K -$582K -27,825 -47%
RIL
32
Rothschild Investment LLC
Illinois
$620K – – –
SC
33
Stolper & Co
Oklahoma
$606K -$28.6K -1,370 -5%
Stifel Financial
34
Stifel Financial
Missouri
$559K – – –
Walleye Capital
35
Walleye Capital
New York
$535K +$212K +10,143 +66%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$527K +$84.9K +4,059 +19%
SP
37
Stonebrook Private
Michigan
$484K +$484K +23,127 New
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$466K +$466K +22,309 New
SWM
39
Spire Wealth Management
Virginia
$446K -$14.2K -667 -3%
WAM
40
Wolverine Asset Management
Illinois
$431K +$431K +20,624 New
WAM
41
Weiss Asset Management
Massachusetts
$417K +$417K +19,949 New
CWM
42
Centurion Wealth Management
Virginia
$416K – – –
Truist Financial
43
Truist Financial
North Carolina
$416K – – –
DADC
44
D.A. Davidson & Co
Montana
$388K -$15.3K -734 -4%
CWM
45
Cornerstone Wealth Management
Missouri
$376K -$8.24K -394 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$347K +$14.3K +686 +4%
AWS
47
Atria Wealth Solutions
New York
$339K -$20.1K -963 -6%
WS
48
Wedbush Securities
California
$338K -$10.3K -493 -3%
WI
49
Wintrust Investments
Illinois
$332K +$37.5K +1,791 +13%
IFWM
50
Institute for Wealth Management
Colorado
$320K -$8.36K -400 -3%
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