NIE

Virtus Equity & Convertible Income Fund

65 hedge funds and large institutions have $113M invested in Virtus Equity & Convertible Income Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
20
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$21K
EWM
52
Edge Wealth Management
New York
$20K
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$14K -$9K -495 -39%
TFGT
54
TS Financial Group (TSFG)
Illinois
$14K
TPWA
55
TRUE Private Wealth Advisors
Oregon
$12K
BFEC
56
Benjamin F. Edwards & Company
Missouri
$11K -$27.5K -1,425 -71%
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$11K +$11K +600 New
MWM
58
MBE Wealth Management
Wisconsin
$9K +$9K +500 New
BWA
59
BDO Wealth Advisors
Florida
$8K
LWM
60
Liberty Wealth Management
California
$4K +$4K +189 New
US Bancorp
61
US Bancorp
Minnesota
$2K
WCM
62
Wealthcare Capital Management
Virginia
$2K
SFS
63
Sowell Financial Services
Arkansas
$1K -$444 -16 -31%
OPS
64
Orion Portfolio Solutions
Nebraska
$1K +$1K +46 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
-$666K -29,388 Closed
LCM
66
Landscape Capital Management
New Jersey
-$582K -25,687 Closed
LWAC
67
Laurel Wealth Advisors (California)
California
-$237K -10,475 Closed
GLLW
68
Graves Light Lenhart Wealth
Virginia
-$214K -9,448 Closed
MA
69
MONECO Advisors
Connecticut
-$221K -9,281 Closed
RIA
70
Realta Investment Advisors
Delaware
-$90K -4,000 Closed
FIA
71
FNY Investment Advisers
New York
-$50K -2,237 Closed
HPC
72
HM Payson & Co
Maine
-$17K -750 Closed