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NIE

Virtus Equity & Convertible Income Fund
NIE

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

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

26% more funds holding

Funds holding: 72 → 91 (+19)

5% more capital invested

Capital invested by funds: $199M → $209M (+$9.76M)

0.62% more ownership

Funds ownership: 24.41% → 25.03% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+19
Holders Change %
+26.39%
% of All Funds
1.4%
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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.48M
2
RJA
Raymond James & Associates
Florida
+$3.38M
3
BKA
Brick & Kyle Associates
Pennsylvania
+$1.55M
4
CCP
Clough Capital Partners
Massachusetts
+$919K
5
UBS Group
UBS Group
Switzerland
+$834K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.68M
2
CA
Cornerstone Advisors
North Carolina
-$4.3M
3
KIM
Karpus Investment Management
New York
-$4.13M
4
WAM
Wolverine Asset Management
Illinois
-$2.67M
5
AAM
Advisors Asset Management
Colorado
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$307K +$5.5K +179 +2%
SWM
52
Silverlake Wealth Management
Vermont
$298K +$304K +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 +$273K +8,871 New
DWM
56
Dakota Wealth Management
Florida
$242K -$27.8K -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 +$213K +6,946 New
CAN
62
Cetera Advisor Networks
California
$208K – – –
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$206K -$8.97K -292 -4%
BWM
64
Birchcreek Wealth Management
Ohio
$206K +$211K +6,850 New
BAM
65
Belpointe Asset Management
Nevada
$204K – – –
VVP
66
Venture Visionary Partners
Ohio
$202K +$206K +6,714 New
LWP
67
Lumature Wealth Partners
Georgia
$181K – – –
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$144K +$147K +4,786 New
TFP
69
Tilia Fiduciary Partners
North Carolina
$139K +$142K +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 +$62.2K +2,025 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$54K -$6.18K -201 -10%
GWM
74
Geneos Wealth Management
Colorado
$53K – – –
CWM
75
Cedar Wealth Management
California
$51K – – –
1 2
3
4

NIE Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q4 2021, worth a combined $209M — up 4.9% from $199M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NIE positions and 5 closed out — a net gain of 19 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $6.48M. The largest seller was Wells Fargo, cutting an estimated $6.68M.

  • 91 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $209M of Virtus Equity & Convertible Income Fund stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 24 funds opened new Virtus Equity & Convertible Income Fund positions in Q4 2021 and 5 closed out, a net change of +19 holders.
  • The largest Virtus Equity & Convertible Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $6.48M added.
  • The largest Virtus Equity & Convertible Income Fund seller in Q4 2021 was Wells Fargo, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2021.