NIE

Virtus Equity & Convertible Income Fund

82 hedge funds and large institutions have $160M invested in Virtus Equity & Convertible Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$297K 12,901 +1,541 +14%
GAA
52
Global Assets Advisory
Florida
$275K 12,000 +12,000 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$263K 11,428 +497 +5%
SCA
54
SMH Capital Advisors
Texas
$261K 11,330 -920 -8%
DC
55
Davenport & Co
Virginia
$227K 9,880
AWS
56
Atria Wealth Solutions
New York
$224K 9,750
NA
57
NewEdge Advisors
Louisiana
$183K 7,970 -57 -0.7%
Comerica Bank
58
Comerica Bank
Texas
$181K 7,863 -4,815 -38%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$132K 5,725 -6,103 -52%
MA
60
Montag & Associates
Georgia
$122K 5,314
WWM
61
Wolff Wiese Magana
California
$97.7K 4,248
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$69.1K 3,004
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$66.3K 2,881 +650 +29%
CAM
64
Creekmur Asset Management
Illinois
$57.8K 2,510 -187 -7%
HI
65
Harbour Investments
Wisconsin
$46.9K 2,038 +11 +0.5%
VWM
66
Venturi Wealth Management
Texas
$40.7K 1,768
SWM
67
Spire Wealth Management
Virginia
$38K 1,650
WI
68
Wintrust Investments
Illinois
$32K 1,404 -12,624 -90%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$27.7K 1,204
FFWM
70
Future Financial Wealth Management
Ohio
$23K 1,000 +1,000 New
ATS
71
Ashton Thomas Securities
New York
$23K 1,000 +1,000 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$18K 784 -562 -42%
TFGT
73
TS Financial Group (TSFG)
Illinois
$17K 754
IAIM
74
International Assets Investment Management
Florida
$12.7K 291,307 +277,962 +2,083%
WIM
75
Westside Investment Management
California
$8.05K 350