NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

68 hedge funds and large institutions have $120M invested in Virtus Equity & Convertible Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.53M
2
Wells Fargo
Wells Fargo
California
+$1.29M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$607K
5
SWM
Spire Wealth Management
Virginia
+$424K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.08M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.24M
3
Morgan Stanley
Morgan Stanley
New York
-$1.43M
4
AA
AQR Arbitrage
Connecticut
-$648K
5
Invesco
Invesco
Georgia
-$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Wolff Wiese Magana
California
$83.5K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$43.9K -$28.7K -1,462 -40%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$42K +$42K +2,154 New
EC
55
Elequin Capital
New York
$41K -$25K -1,272 -38%
VWM
56
Venturi Wealth Management
Texas
$34.7K +$34.7K +1,768 New
IGWM
57
ICA Group Wealth Management
Colorado
$29.5K – – –
CWM
58
Cedar Wealth Management
California
$29.4K – – –
PCM
59
Pointe Capital Management
Michigan
$28.1K +$28.1K +1,431 New
TFGT
60
TS Financial Group (TSFG)
Illinois
$15K – – –
WIM
61
Westside Investment Management
California
$6.88K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$6K – – –
GWM
63
Geneos Wealth Management
Colorado
$2.95K – – –
RI
64
Ridgewood Investments
New Jersey
$2.56K +$2.56K +130 New
HCM
65
Hollencrest Capital Management
California
$1.3K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.28K -$68 -3,461 -5%
EWA
67
EverSource Wealth Advisors
Alabama
$236 – – –
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$5 -$3 -163 -41%
KIM
69
Karpus Investment Management
New York
– -$5.08M -278,904 Closed
LCM
70
Landscape Capital Management
New Jersey
– -$306K -16,795 Closed
LSC
71
Logan Stone Capital
Illinois
– -$268K -14,706 Closed
SCM
72
Saba Capital Management
New York
– -$263K -14,454 Closed
VF
73
Virtu Financial
New York
– -$252K -13,820 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
– -$198K -10,868 Closed
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
– -$68.3K -3,748 Closed
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