NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

54 hedge funds and large institutions have $111M invested in Virtus Equity & Convertible Income Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19.3M
2
LCM
Landscape Capital Management
New Jersey
$2.18M
3
SFS
Shaker Financial Services
Virginia
$1.41M
4
Citigroup
Citigroup
New York
$1.49M
5
Wells Fargo
Wells Fargo
California
$10.3M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$13.4M
2
RCM
Rivernorth Capital Management
Florida
$7.66M
3
Bank of America
Bank of America
North Carolina
$1.67M
4
OC
Oppenheimer & Co
New York
$625K
5
UBS Group
UBS Group
Switzerland
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$3K +$3K +166 New
WCM
52
Wealthcare Capital Management
Virginia
$2K – – –
SEI Investments
53
SEI Investments
Pennsylvania
$1K -$500 -38 -33%
PCM
54
Pointe Capital Management
Michigan
– -$304K -16,215 Closed
CAN
55
Cetera Advisor Networks
California
– -$220K -11,752 Closed
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
– -$47K -2,537 Closed
S
57
SignatureFD
Georgia
– -$37K -2,000 Closed
JFA
58
JNBA Financial Advisors
Minnesota
– -$37K -2,000 Closed
CA
59
CapWealth Advisors
Tennessee
– -$34K -1,800 Closed
CHP
60
Cable Hill Partners
Oregon
– -$2K -127 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$2K -94 Closed
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