NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

68 hedge funds and large institutions have $120M invested in Virtus Equity & Convertible Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.95M
2
Wells Fargo
Wells Fargo
California
$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.31M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$6.94M
5
SWM
Spire Wealth Management
Virginia
$463K

Top Sellers

1
KIM
Karpus Investment Management
New York
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.42M
3
Morgan Stanley
Morgan Stanley
New York
$9.51M
4
AA
AQR Arbitrage
Connecticut
$588K
5
Invesco
Invesco
Georgia
$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
– -$9K -533 Closed
PFA
77
Pathway Financial Advisers
Indiana
– -$7.73K -424 Closed
IA
78
IFP Advisors
Florida
– -$1K -7 Closed
1 2 3
4