NIE

Virtus Equity & Convertible Income Fund

75 hedge funds and large institutions have $135M invested in Virtus Equity & Convertible Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$196K
FF
52
FourThought Financial
Florida
$187K -$65.7K -3,161 -26%
BAM
53
Belpointe Asset Management
Nevada
$141K
VVP
54
Venture Visionary Partners
Ohio
$139K +$139K +6,714 New
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$113K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$110K -$252K -12,175 -70%
TFP
57
Tilia Fiduciary Partners
North Carolina
$98K
WWM
58
Wolff Wiese Magana
California
$88K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$44K +$23.2K +1,114 +111%
GWM
60
Geneos Wealth Management
Colorado
$36K
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$34K -$2.67K -131 -7%
HI
62
Harbour Investments
Wisconsin
$32K +$32K +1,557 New
CWM
63
Cedar Wealth Management
California
$31K
APA
64
American Portfolios Advisors
New York
$26.4K +$249 +12 +1%
AA
65
Ancora Advisors
Ohio
$20K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$16K
TFGT
67
TS Financial Group (TSFG)
Illinois
$16K
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$10K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$6K -$869 -43 -13%
FBC
70
Fairfield, Bush & Co
Connecticut
$5K +$5K +250 New
CA
71
Clearstead Advisors
Ohio
$3K -$12.2K -682 -80%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$1K -$29.7K -951 -97%
IA
73
IFP Advisors
Florida
$1K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$386 -$14 -555 -3%
WIM
75
Westside Investment Management
California
$7