NIE

Virtus Equity & Convertible Income Fund

82 hedge funds and large institutions have $161M invested in Virtus Equity & Convertible Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
24
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$286K +$286K +13,361 New
SCA
52
SMH Capital Advisors
Texas
$280K -$355 -17 -0.1%
DWP
53
Daymark Wealth Partners
Ohio
$279K
Comerica Bank
54
Comerica Bank
Texas
$264K +$68.6K +3,281 +35%
IAIM
55
International Assets Investment Management
Florida
$260K -$16.2K -774 -6%
LFAS
56
Level Four Advisory Services
Texas
$259K +$21.4K +1,022 +9%
CAM
57
Creekmur Asset Management
Illinois
$241K +$241K +11,540 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$234K +$9.3K +444 +4%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$234K -$88.4K -4,228 -27%
GAA
60
Global Assets Advisory
Florida
$228K
NA
61
NewEdge Advisors
Louisiana
$213K +$16.2K +777 +8%
ARC
62
Advisor Resource Council
Texas
$208K +$208K +9,950 New
DC
63
Davenport & Co
Virginia
$207K -$4.18K -200 -2%
MA
64
Montag & Associates
Georgia
$111K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$111K
WWM
66
Wolff Wiese Magana
California
$88.8K
HI
67
Harbour Investments
Wisconsin
$71.4K -$251K -12,029 -78%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$48.1K +$3.7K +177 +8%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$48K
VWM
70
Venturi Wealth Management
Texas
$37K
IGWM
71
ICA Group Wealth Management
Colorado
$31.4K +$31.4K +1,500 New
CWM
72
Cedar Wealth Management
California
$31.3K
ASN
73
Advisory Services Network
Georgia
$25K -$336K -16,058 -93%
TFGT
74
TS Financial Group (TSFG)
Illinois
$16K
WIM
75
Westside Investment Management
California
$7.32K