NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

72 hedge funds and large institutions have $199M invested in Virtus Equity & Convertible Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
26
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$41M
2
CA
2
Cornerstone Advisors
North Carolina
$10M
3
RJA
3
Raymond James & Associates
Florida
$7.44M
4
WAM
4
Wolverine Asset Management
Illinois
$3.85M
5
UBS Group
5
UBS Group
Switzerland
$12.1M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$15.5M
2
ACM
2
Anfield Capital Management
California
$0
3
GC
3
Guggenheim Capital
Illinois
$11.3M
4
FF
4
FourThought Financial
Florida
$487K
5
LPL Financial
5
LPL Financial
California
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
76
Venture Visionary Partners
Ohio
– -$203K -6,714 Closed
PB
77
Pinnacle Bancorp
Nebraska
– -$81K -2,663 Closed
CFD
78
Creative Financial Designs
Indiana
– -$17K -550 Closed
WP
79
WealthShield Partners
North Carolina
– -$13K -434 Closed
Citigroup
80
Citigroup
New York
– -$12K -400 Closed
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4