NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Trends Analyst Outlook Journalist POV

64 hedge funds and large institutions have $106M invested in Virtus Equity & Convertible Income Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

12% less capital invested

Capital invested by funds: $121M → $106M (-$14.3M)

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$6.9M
2
+$3.88M
3
+$1.04M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$850K
5
GFP
Gryphon Financial Partners
Ohio
+$762K

Top Sellers

1
-$3.86M
2
-$1.77M
3
-$577K
4
Bank of America
Bank of America
North Carolina
-$537K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$39K
52
$31K
53
$31K
54
$23K
55
$23K
56
$20.4K
57
$19K
58
$19K
59
$15K
60
$14K
61
$2K
62
$2K
63
$2K
64
$14
65
–
66
–
67
–
68
–
69
–
70
–
71
–
72
–
73
–
1 2
3