NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

84 hedge funds and large institutions have $168M invested in Virtus Equity & Convertible Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$26.3M
2
KAS
2
Kestra Advisory Services
Texas
$1.04M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
LPL Financial
4
LPL Financial
California
$3.55M
5
CIA
5
Concurrent Investment Advisors
Florida
$435K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$303K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.01M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AF
4
Allworth Financial
California
$1.33M
5
LCM
5
Landscape Capital Management
New Jersey
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$260K -$139K -5,641 -35%
AWS
52
Atria Wealth Solutions
New York
$240K – – –
DC
53
Davenport & Co
Virginia
$238K -$5.3K -215 -2%
FFO
54
Fortitude Family Office
Arizona
$227K -$172K -6,975 -43%
BCA
55
Bay Colony Advisors
Massachusetts
$214K +$214K +8,685 New
HA
56
Huntleigh Advisors
Missouri
$212K +$212K +8,612 New
SWM
57
Silverlake Wealth Management
Vermont
$201K +$201K +8,163 New
Comerica Bank
58
Comerica Bank
Texas
$195K +$1.09K +44 +0.6%
NA
59
NewEdge Advisors
Louisiana
$156K -$41K -1,662 -21%
WWM
60
Wolff Wiese Magana
California
$105K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$74.1K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$73.4K -$67.8K -2,749 -48%
MCM
63
MAI Capital Management
Ohio
$66.1K +$66.1K +2,682 New
CAM
64
Creekmur Asset Management
Illinois
$61.7K -$173 -7 -0.3%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$61.4K -$9.67K -392 -14%
HI
66
Harbour Investments
Wisconsin
$50.5K +$247 +10 +0.5%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$47K +$27.7K +1,122 +143%
VWM
68
Venturi Wealth Management
Texas
$43.6K – – –
PIS
69
POM Investment Strategies
North Carolina
$42.1K +$42.1K +1,706 New
SWM
70
Spire Wealth Management
Virginia
$40.7K – – –
WI
71
Wintrust Investments
Illinois
$33K -$1.17K -48 -3%
CA
72
CoreCap Advisors
Michigan
$32.1K +$32K +1,296 +32,400%
FFWM
73
Future Financial Wealth Management
Ohio
$24.7K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$19K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$12.3K +$12.3K +500 New
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