NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

77 hedge funds and large institutions have $205M invested in Virtus Equity & Convertible Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
28
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$8.25M
2
UBS Group
2
UBS Group
Switzerland
$11.8M
3
SFS
3
Shaker Financial Services
Virginia
$3.36M
4
ACM
4
Anfield Capital Management
California
$1.84M
5
WAM
5
Wolverine Asset Management
Illinois
$3.28M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$21.3M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.2M
3
XF
3
XML Financial
Maryland
$636K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
GG
5
Golden Green
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Parsons Capital Management
Rhode Island
$242K – – –
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$215K -$5.02K -166 -2%
SVWAG
53
Sound View Wealth Advisors Group
Georgia
$215K +$215K +7,099 New
CAN
54
Claraphi Advisory Network
United States
$212K +$212K +7,001 New
BAM
55
Belpointe Asset Management
Nevada
$205K -$15.2K -500 -7%
VVP
56
Venture Visionary Partners
Ohio
$203K +$203K +6,714 New
LWP
57
Lumature Wealth Partners
Georgia
$181K – – –
WWM
58
Wolff Wiese Magana
California
$128K – – –
PB
59
Pinnacle Bancorp
Nebraska
$81K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$74K -$6.68K -221 -8%
HI
61
Harbour Investments
Wisconsin
$69K +$10.6K +350 +18%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$66K – – –
FIA
63
FNY Investment Advisers
New York
$60K +$60K +2,000 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$56K +$25.7K +850 +85%
GWM
65
Geneos Wealth Management
Colorado
$53K – – –
CWM
66
Cedar Wealth Management
California
$51K – – –
EVM
67
Eaton Vance Management
Massachusetts
$49K +$25.3K +831 +107%
CCA
68
Column Capital Advisors
Indiana
$43K -$44K -1,440 -51%
APA
69
American Portfolios Advisors
New York
$36.6K +$181 +6 +0.5%
AA
70
Ancora Advisors
Ohio
$29K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$23K – – –
CFD
73
Creative Financial Designs
Indiana
$17K +$17K +550 New
WP
74
WealthShield Partners
North Carolina
$13K +$150 +5 +1%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$13K +$11.7K +396 +921%
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