NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

78 hedge funds and large institutions have $177M invested in Virtus Equity & Convertible Income Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
22
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.49M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$3.56M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
SFS
3
Shaker Financial Services
Virginia
$742K
4
AAM
4
Advisors Asset Management
Colorado
$14.3M
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
76
Creative Financial Designs
Indiana
$7K +$7K +275 New
IA
77
IFP Advisors
Florida
$1K +$1K +15 New
WIM
78
Westside Investment Management
California
$9 +$9 +350 New
CA
79
Cornerstone Advisors
North Carolina
– -$6.06M -200,951 Closed
LSC
80
Logan Stone Capital
Illinois
– -$1.64M -54,465 Closed
WAM
81
Wolverine Asset Management
Illinois
– -$1.32M -43,659 Closed
CCP
82
Clough Capital Partners
Massachusetts
– -$901K -29,900 Closed
LCM
83
Landscape Capital Management
New Jersey
– -$642K -21,316 Closed
CBT
84
CoreFirst Bank & Trust
Kansas
– -$320K -10,618 Closed
DWM
85
Dakota Wealth Management
Florida
– -$242K -8,025 Closed
SVWAG
86
Sound View Wealth Advisors Group
Georgia
– -$214K -7,099 Closed
KWM
87
Kingsview Wealth Management
Oregon
– -$212K -7,025 Closed
CAN
88
Cetera Advisor Networks
California
– -$208K -6,895 Closed
BWM
89
Birchcreek Wealth Management
Ohio
– -$206K -6,850 Closed
HWAM
90
Hennion & Walsh Asset Management
New Jersey
– -$206K -6,829 Closed
VVP
91
Venture Visionary Partners
Ohio
– -$202K -6,714 Closed
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
– -$74K -2,450 Closed
FPWM
93
FSB Premier Wealth Management
Iowa
– -$61K -2,025 Closed
EVM
94
Eaton Vance Management
Massachusetts
– -$49K -1,610 Closed
CWS
95
Confluence Wealth Services
Pennsylvania
– -$37K -1,257 Closed
SCA
96
Snowden Capital Advisors
New York
– -$30K -1,025 Closed
BWA
97
BDO Wealth Advisors
Florida
– -$16K -546 Closed
FPFS
98
First Personal Financial Services
North Carolina
– -$1K -25 Closed
1 2 3
4