NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

77 hedge funds and large institutions have $190M invested in Virtus Equity & Convertible Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$3.03M
2
WAM
2
Wolverine Asset Management
Illinois
$2.5M
3
GEM
3
Global Endowment Management
North Carolina
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$8.59M
5
SFS
5
Shaker Financial Services
Virginia
$1.11M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.73M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.46M
3
ACM
3
Anfield Capital Management
California
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$235K 8,400 – –
PCM
52
Parsons Capital Management
Rhode Island
$224K 8,000 – –
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$204K 7,280 +7,280 New
BAM
54
Belpointe Asset Management
Nevada
$203K 7,265 – –
LWP
55
Lumature Wealth Partners
Georgia
$168K 6,000 +6,000 New
WWM
56
Wolff Wiese Magana
California
$119K 4,248 – –
MA
57
MUFG Americas
New York
$84K 3,000 +3,000 New
CCA
58
Column Capital Advisors
Indiana
$80K 2,847 -3,353 -54%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$75K 2,671 -229 -8%
PB
60
Pinnacle Bancorp
Nebraska
$75K 2,663 – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$61K 2,204 – –
HI
62
Harbour Investments
Wisconsin
$54K 1,922 +1,922 New
GWM
63
Geneos Wealth Management
Colorado
$51K 1,760 – –
VWM
64
Venturi Wealth Management
Texas
$50K 1,768 +1,768 New
CWM
65
Cedar Wealth Management
California
$47K 1,695 – –
VBCG
66
Valley Brook Capital Group
Pennsylvania
$42K 1,508 – –
APA
67
American Portfolios Advisors
New York
$33.8K 1,206 +18 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28K 1,000 -325 -25%
AA
69
Ancora Advisors
Ohio
$27K 958 – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$24K 784 – –
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$22K 770 +770 New
EVM
72
Eaton Vance Management
Massachusetts
$22K 779 +779 New
TFGT
73
TS Financial Group (TSFG)
Illinois
$21K 754 – –
WP
74
WealthShield Partners
North Carolina
$12K 429 +429 New
WCM
75
Wealthcare Capital Management
Virginia
$3K 115 +115 New
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