NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

82 hedge funds and large institutions have $161M invested in Virtus Equity & Convertible Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
24
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$20.8M
2
AAM
Advisors Asset Management
Colorado
$14.3M
3
LCM
Landscape Capital Management
New Jersey
$1.24M
4
CA
Cornerstone Advisors
North Carolina
$2.18M
5
GC
Guggenheim Capital
Illinois
$10.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$20.3M
2
Bank of America
Bank of America
North Carolina
$3.58M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.74M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$649K
5
ASN
Advisory Services Network
Georgia
$25K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$6K – – –
SFCL
77
Strengthening Families & Communities LLC
Massachusetts
$5.25K +$125 +6 +2%
FBC
78
Fairfield, Bush & Co
Connecticut
$5.23K +$5.23K +250 New
VAG
79
VisionPoint Advisory Group
Texas
$4.18K – – –
GWM
80
Geneos Wealth Management
Colorado
$3.14K – – –
PS
81
Principal Securities
Iowa
$2.13K +$2.13K +102 New
HCM
82
Hollencrest Capital Management
California
$1.38K – – –
EC
83
Elequin Capital
New York
– -$27.2K -1,366 Closed
1 2 3
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