NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

72 hedge funds and large institutions have $199M invested in Virtus Equity & Convertible Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
26
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$41M
2
CA
2
Cornerstone Advisors
North Carolina
$10M
3
RJA
3
Raymond James & Associates
Florida
$7.44M
4
WAM
4
Wolverine Asset Management
Illinois
$3.85M
5
UBS Group
5
UBS Group
Switzerland
$12.1M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$15.5M
2
ACM
2
Anfield Capital Management
California
$0
3
GC
3
Guggenheim Capital
Illinois
$11.3M
4
FF
4
FourThought Financial
Florida
$487K
5
LPL Financial
5
LPL Financial
California
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$210K +$206 +7 +0.1%
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$209K – – –
T
53
TNF
Montana
$208K +$208K +6,843 New
KWM
54
Kingsview Wealth Management
Oregon
$207K -$29.5K -1,000 -12%
CAN
55
Cetera Advisor Networks
California
$203K +$203K +6,895 New
BAM
56
Belpointe Asset Management
Nevada
$199K – – –
LWP
57
Lumature Wealth Partners
Georgia
$177K – – –
WWM
58
Wolff Wiese Magana
California
$125K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$72K – – –
HI
60
Harbour Investments
Wisconsin
$67K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$58K -$5.95K -205 -9%
FIA
62
FNY Investment Advisers
New York
$58K – – –
GWM
63
Geneos Wealth Management
Colorado
$52K – – –
CWM
64
Cedar Wealth Management
California
$50K – – –
EVM
65
Eaton Vance Management
Massachusetts
$47K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$43K -$11.9K -400 -22%
APA
67
American Portfolios Advisors
New York
$35.9K +$177 +6 +0.5%
AA
68
Ancora Advisors
Ohio
$28K – – –
TFGT
69
TS Financial Group (TSFG)
Illinois
$22K – – –
CCA
70
Column Capital Advisors
Indiana
$10K -$33K -1,080 -77%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$10K -$2.73K -94 -21%
ACM
72
Anfield Capital Management
California
– -$1.84M -60,951 Closed
VF
73
Virtu Financial
New York
– -$308K -10,175 Closed
AA
74
AQR Arbitrage
Connecticut
– -$281K -9,304 Closed
CAN
75
Claraphi Advisory Network
United States
– -$212K -7,001 Closed
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