NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

65 hedge funds and large institutions have $141M invested in Virtus Equity & Convertible Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
19
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.38M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$745K
5
AA
5
AQR Arbitrage
Connecticut
$719K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$11.2M
2
AAM
2
Advisors Asset Management
Colorado
$20M
3
ACM
3
Anfield Capital Management
California
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$233K
5
UBS Group
5
UBS Group
Switzerland
$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$41K – – –
CWM
52
Cedar Wealth Management
California
$38K – – –
APA
53
American Portfolios Advisors
New York
$26.4K -$22.1K -985 -46%
AA
54
Ancora Advisors
Ohio
$26K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$25K -$442 -20 -2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
EWM
57
Edge Wealth Management
New York
$24K – – –
TFGT
58
TS Financial Group (TSFG)
Illinois
$17K – – –
TPWA
59
TRUE Private Wealth Advisors
Oregon
$15K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$13K – – –
PAG
61
Private Advisor Group
New Jersey
$12K +$12K +553 New
BWA
62
BDO Wealth Advisors
Florida
$10K – – –
OPS
63
Orion Portfolio Solutions
Nebraska
$1K – – –
ACM
64
Anfield Capital Management
California
– -$874K -46,970 Closed
BRWM
65
B. Riley Wealth Management
Tennessee
– -$235K -12,628 Closed
NFG
66
Next Financial Group
Texas
– -$43K -2,300 Closed
WAP
67
Wealthcare Advisory Partners
Pennsylvania
– -$14K -770 Closed
MWM
68
MBE Wealth Management
Wisconsin
– -$9K -500 Closed
LWM
69
Liberty Wealth Management
California
– -$4K -189 Closed
WCM
70
Wealthcare Capital Management
Virginia
– -$2K -115 Closed
US Bancorp
71
US Bancorp
Minnesota
– -$2K -100 Closed
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