NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

72 hedge funds and large institutions have $133M invested in Virtus Equity & Convertible Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$11.9M
2
KIM
2
Karpus Investment Management
New York
$5.19M
3
AAM
3
Advisors Asset Management
Colorado
$9.64M
4
SC
4
Stolper & Co
Oklahoma
$607K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.46M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$487K
2
UBS Group
2
UBS Group
Switzerland
$4.12M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
GC
5
Guggenheim Capital
Illinois
$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
76
Hennion & Walsh Asset Management
New Jersey
– -$222K -10,710 Closed
GLLW
77
Graves Light Lenhart Wealth
Virginia
– -$196K -9,448 Closed
VVP
78
Venture Visionary Partners
Ohio
– -$139K -6,714 Closed
FBC
79
Fairfield, Bush & Co
Connecticut
– -$5K -250 Closed
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
– -$1K -32 Closed
1 2 3
4