NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

91 hedge funds and large institutions have $209M invested in Virtus Equity & Convertible Income Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+19
Holders Change %
+26.39%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.36M
2
RJA
2
Raymond James & Associates
Florida
$10.9M
3
BKA
3
Brick & Kyle Associates
Pennsylvania
$3.01M
4
CCP
4
Clough Capital Partners
Massachusetts
$901K
5
UBS Group
5
UBS Group
Switzerland
$13.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.4M
2
CA
2
Cornerstone Advisors
North Carolina
$6.06M
3
KIM
3
Karpus Investment Management
New York
$11.8M
4
WAM
4
Wolverine Asset Management
Illinois
$1.32M
5
AAM
5
Advisors Asset Management
Colorado
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$307K +$5.4K +179 +2%
SWM
52
Silverlake Wealth Management
Vermont
$298K +$298K +9,890 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$293K – – –
GLLW
54
Graves Light Lenhart Wealth
Virginia
$285K – – –
Baird Financial Group
55
Baird Financial Group
Wisconsin
$267K +$267K +8,871 New
DWM
56
Dakota Wealth Management
Florida
$242K -$27.3K -905 -10%
PCM
57
Parsons Capital Management
Rhode Island
$241K – – –
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$234K – – –
SVWAG
59
Sound View Wealth Advisors Group
Georgia
$214K – – –
KWM
60
Kingsview Wealth Management
Oregon
$212K – – –
WI
61
Wintrust Investments
Illinois
$209K +$209K +6,946 New
CAN
62
Cetera Advisor Networks
California
$208K – – –
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$206K -$8.81K -292 -4%
BWM
64
Birchcreek Wealth Management
Ohio
$206K +$206K +6,850 New
BAM
65
Belpointe Asset Management
Nevada
$204K – – –
VVP
66
Venture Visionary Partners
Ohio
$202K +$202K +6,714 New
LWP
67
Lumature Wealth Partners
Georgia
$181K – – –
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$144K +$144K +4,786 New
TFP
69
Tilia Fiduciary Partners
North Carolina
$139K +$139K +4,619 New
WWM
70
Wolff Wiese Magana
California
$128K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$74K – – –
FPWM
72
FSB Premier Wealth Management
Iowa
$61K +$61K +2,025 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$54K -$6.04K -201 -10%
GWM
74
Geneos Wealth Management
Colorado
$53K – – –
CWM
75
Cedar Wealth Management
California
$51K – – –
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