NIE
Virtus Equity & Convertible Income Fund
NIE
NIE
71 hedge funds and large institutions have $143M invested in Virtus Equity & Convertible Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Holders
71
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.15M | |
| 2 | +$2.64M | |
| 3 | +$899K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$878K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$838K |
Top Sellers
| 1 | -$827K | |
| 2 | -$797K | |
| 3 | -$549K | |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$306K |
| 5 |
XF
XML Financial
Bethesda,
Maryland
|
-$246K |