NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

84 hedge funds and large institutions have $168M invested in Virtus Equity & Convertible Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$26.3M
2
KAS
2
Kestra Advisory Services
Texas
$1.04M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
LPL Financial
4
LPL Financial
California
$3.55M
5
CIA
5
Concurrent Investment Advisors
Florida
$435K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$303K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.01M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AF
4
Allworth Financial
California
$1.33M
5
LCM
5
Landscape Capital Management
New Jersey
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$1.01M -$3.55M -143,955 -78%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$991K +$1.75K +71 +0.2%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$856K +$30.2K +1,224 +4%
SPIA
29
Steward Partners Investment Advisory
New York
$768K -$15.3K -619 -2%
SC
30
Stolper & Co
Oklahoma
$750K -$11.9K -483 -2%
RIL
31
Rothschild Investment LLC
Illinois
$745K – – –
Stifel Financial
32
Stifel Financial
Missouri
$666K +$77.2K +3,129 +13%
Ameriprise
33
Ameriprise
Minnesota
$664K -$165K -6,679 -20%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$648K +$9.86K +400 +2%
DADC
35
D.A. Davidson & Co
Montana
$625K +$35.8K +1,450 +6%
CWM
36
Cornerstone Wealth Management
Missouri
$584K +$28.3K +1,148 +5%
CWM
37
Centurion Wealth Management
Virginia
$539K – – –
Truist Financial
38
Truist Financial
North Carolina
$538K +$48.5K +1,966 +10%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$488K -$356K -14,431 -42%
BKA
40
Brick & Kyle Associates
Pennsylvania
$436K -$159K -6,432 -27%
LFAS
41
Level Four Advisory Services
Texas
$436K +$40.7K +1,649 +10%
CIA
42
Concurrent Investment Advisors
Florida
$435K +$435K +17,645 New
IFWM
43
Institute for Wealth Management
Colorado
$377K -$148 -6 -0%
PI
44
PFG Investments
New York
$364K +$16.5K +668 +5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$359K +$41.3K +1,674 +13%
DWP
46
Daymark Wealth Partners
Ohio
$305K -$24.7K -1,000 -7%
IAIM
47
International Assets Investment Management
Florida
$303K -$6.66M -278,647 -96%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$289K +$7.25K +294 +3%
GAA
49
Global Assets Advisory
Florida
$287K – – –
SCA
50
SMH Capital Advisors
Texas
$272K -$7.55K -306 -3%
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