NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Trends Analyst Outlook Journalist POV

56 hedge funds and large institutions have $118M invested in Virtus Equity & Convertible Income Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

13% less funds holding

Funds holding: 64 → 56 (-8)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
56
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
+$858K
2
+$594K
3
+$582K
4
RJA
Raymond James & Associates
Florida
+$278K
5
DC
Davenport & Co
Virginia
+$253K

Top Sellers

1
-$2.01M
2
-$1.38M
3
-$762K
4
WAM
Weiss Asset Management
Massachusetts
-$730K
5
LCM
Landscape Capital Management
New Jersey
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$16K
52
$9K
53
$2K
54
$2K
55
$17
56
–
57
–
58
–
59
–
60
–
61
–
62
–
63
–
64
–
65
–
66
–
67
–
68
–
1 2
3