Virtus Equity & Convertible Income Fund
NIE
77 hedge funds and large institutions have $146M invested in Virtus Equity & Convertible Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 14 closing their positions.
0.82% less ownership
Funds ownership: 24.64% → 23.82% (-0.82%)
8% less funds holding
Funds holding: 84 → 77 (-7)
13% less capital invested
Capital invested by funds: $168M → $146M (-$22.5M)
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.62M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.52M |
| 3 |
Morgan Stanley
New York
|
+$1.29M |
| 4 |
LPL Financial
San Diego,
California
|
+$799K |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.66M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.41M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.38M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$923K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$846K |
NIE Hedge Fund Activity: Q1 2025 in Review
77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q1 2025, worth a combined $146M — down 13% from $168M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NIE and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 23 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.62M. The largest seller was Sanctuary Advisors, cutting an estimated $1.66M.
- 77 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q1 2025, down from 84 in Q4 2024.
- Funds reported $146M of Virtus Equity & Convertible Income Fund stock for Q1 2025, down 13% quarter-over-quarter.
- 9 funds opened new Virtus Equity & Convertible Income Fund positions in Q1 2025 and 14 closed out, a net change of -5 holders.
- The largest Virtus Equity & Convertible Income Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $1.62M added.
- The largest Virtus Equity & Convertible Income Fund seller in Q1 2025 was Sanctuary Advisors, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2025.