NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

82 hedge funds and large institutions have $160M invested in Virtus Equity & Convertible Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.69M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$924K
3
LCM
3
Landscape Capital Management
New Jersey
$1.76M
4
AAM
4
Advisors Asset Management
Colorado
$22M
5
BKA
5
Brick & Kyle Associates
Pennsylvania
$549K

Top Sellers

1
AF
1
Allworth Financial
California
$2.07M
2
Bank of America
2
Bank of America
North Carolina
$4.34M
3
Wells Fargo
3
Wells Fargo
California
$23.9M
4
Ameriprise
4
Ameriprise
Minnesota
$774K
5
GC
5
Guggenheim Capital
Illinois
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.04M 45,362 +9,027 +25%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$960K 41,717 +8,895 +27%
KFGK
28
Keystone Financial Group (Kentucky)
Kentucky
$924K 40,135 +40,135 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$788K 34,234 +752 +2%
Ameriprise
30
Ameriprise
Minnesota
$774K 33,621 -38,450 -53%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$771K 33,489 +1,393 +4%
SPIA
32
Steward Partners Investment Advisory
New York
$731K 31,747 -2,663 -8%
SC
33
Stolper & Co
Oklahoma
$711K 30,889 +437 +1%
CA
34
Cornerstone Advisors
North Carolina
$705K 30,641 +10,157 +50%
RIL
35
Rothschild Investment LLC
Illinois
$695K 30,210 +562 +2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$596K 25,887 +199 +0.8%
DADC
37
D.A. Davidson & Co
Montana
$550K 23,890 +2,761 +13%
Stifel Financial
38
Stifel Financial
Missouri
$550K 23,888 -1,441 -6%
BKA
39
Brick & Kyle Associates
Pennsylvania
$549K 24,116 +24,116 New
CWM
40
Cornerstone Wealth Management
Missouri
$518K 22,533 +1,132 +5%
CWM
41
Centurion Wealth Management
Virginia
$503K 21,861 +21,861 New
Walleye Capital
42
Walleye Capital
New York
$475K 20,643 +20,643 New
Truist Financial
43
Truist Financial
North Carolina
$457K 19,851 -320 -2%
SFS
44
Shaker Financial Services
Virginia
$401K 17,425 +17,425 New
FFO
45
Fortitude Family Office
Arizona
$372K 16,175 +16,175 New
WS
46
Wedbush Securities
California
$372K 16,173 +7 +0%
LFAS
47
Level Four Advisory Services
Texas
$367K 16,015 +1,890 +13%
IFWM
48
Institute for Wealth Management
Colorado
$352K 15,306 +25 +0.2%
PI
49
PFG Investments
New York
$325K 14,111 +46 +0.3%
DWP
50
Daymark Wealth Partners
Ohio
$307K 13,361 – –
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