NIE

Virtus Equity & Convertible Income Fund

84 hedge funds and large institutions have $175M invested in Virtus Equity & Convertible Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
51
SMH Capital Advisors
Texas
$306K +$5.49K +245 +2%
DWP
52
Daymark Wealth Partners
Ohio
$299K
Comerica Bank
53
Comerica Bank
Texas
$283K +$694 +31 +0.2%
IAIM
54
International Assets Investment Management
Florida
$278K
WI
55
Wintrust Investments
Illinois
$277K -$77.9K -3,480 -22%
LFAS
56
Level Four Advisory Services
Texas
$259K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$243K -$6.84K -306 -3%
AWS
58
Atria Wealth Solutions
New York
$243K -$120K -5,368 -33%
DC
59
Davenport & Co
Virginia
$221K
SWM
60
Silverlake Wealth Management
Vermont
$209K +$209K +9,313 New
NA
61
NewEdge Advisors
Louisiana
$196K -$32.4K -1,445 -14%
CAM
62
Creekmur Asset Management
Illinois
$150K -$108K -4,842 -42%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$145K +$25.7K +1,150 +22%
MA
64
Montag & Associates
Georgia
$119K
WWM
65
Wolff Wiese Magana
California
$95.1K
HI
66
Harbour Investments
Wisconsin
$76.9K +$515 +23 +0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$51K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$48.1K -$3.4K -152 -7%
VWM
69
Venturi Wealth Management
Texas
$39.6K
IGWM
70
ICA Group Wealth Management
Colorado
$33.6K
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$33.6K +$33.6K +1,500 New
CWM
72
Cedar Wealth Management
California
$32.9K -$627 -28 -2%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$26.5K -$224K -10,002 -89%
FFWM
74
Future Financial Wealth Management
Ohio
$22.4K +$22.4K +1,000 New
TFGT
75
TS Financial Group (TSFG)
Illinois
$17K