NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

72 hedge funds and large institutions have $133M invested in Virtus Equity & Convertible Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$11.9M
2
KIM
2
Karpus Investment Management
New York
$5.19M
3
AAM
3
Advisors Asset Management
Colorado
$9.64M
4
SC
4
Stolper & Co
Oklahoma
$607K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.46M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$487K
2
UBS Group
2
UBS Group
Switzerland
$4.12M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
GC
5
Guggenheim Capital
Illinois
$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$137K – – –
MA
52
Montag & Associates
Georgia
$108K +$108K +5,314 New
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$100K -$10.6K -518 -10%
TFP
54
Tilia Fiduciary Partners
North Carolina
$94K – – –
WWM
55
Wolff Wiese Magana
California
$86K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$75K +$32.1K +1,580 +75%
SWM
57
Spire Wealth Management
Virginia
$41K -$400K -19,528 -91%
HI
58
Harbour Investments
Wisconsin
$32K – – –
CWM
59
Cedar Wealth Management
California
$30K – – –
APA
60
American Portfolios Advisors
New York
$26.1K +$264 +13 +1%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$21K -$11.9K -603 -36%
AA
62
Ancora Advisors
Ohio
$19K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$18K +$2.04K +100 +13%
TFGT
64
TS Financial Group (TSFG)
Illinois
$15K – – –
SFCL
65
Strengthening Families & Communities LLC
Massachusetts
$7K +$326 +18 +5%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$6K -$209 -10 -3%
GWM
67
Geneos Wealth Management
Colorado
$3K -$32.2K -1,610 -91%
CA
68
Clearstead Advisors
Ohio
$3K – – –
IA
69
IFP Advisors
Florida
$1K – – –
GI
70
Gradient Investments
Minnesota
$1K +$1K +65 New
WIM
71
Westside Investment Management
California
$7 – – –
WAM
72
Wolverine Asset Management
Illinois
– -$1.92M -92,311 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
– -$386 -15,561 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$279K -13,423 Closed
Walleye Capital
75
Walleye Capital
New York
– -$241K -11,597 Closed
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