NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

84 hedge funds and large institutions have $168M invested in Virtus Equity & Convertible Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$26.3M
2
KAS
2
Kestra Advisory Services
Texas
$1.04M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
LPL Financial
4
LPL Financial
California
$3.55M
5
CIA
5
Concurrent Investment Advisors
Florida
$435K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$303K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.01M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AF
4
Allworth Financial
California
$1.33M
5
LCM
5
Landscape Capital Management
New Jersey
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
76
Westside Investment Management
California
$8.63K – – –
SSB
77
Sandy Spring Bank
Maryland
$8.02K +$8.02K +325 New
PWA
78
Provenance Wealth Advisors
Florida
$6.68K – – –
WA
79
WPG Advisers
Maryland
$5.55K +$5.55K +225 New
SFCL
80
Strengthening Families & Communities LLC
Massachusetts
$4K -$2.38K -100 -37%
GWM
81
Geneos Wealth Management
Colorado
$3.7K -$25 -1 -0.7%
PS
82
Principal Securities
Iowa
$2.52K – – –
CWM
83
Cedar Wealth Management
California
$1.95K – – –
HCM
84
Hollencrest Capital Management
California
$1.63K – – –
WAM
85
Wolverine Asset Management
Illinois
– -$1.69M -73,544 Closed
CA
86
Cornerstone Advisors
North Carolina
– -$705K -30,641 Closed
Walleye Capital
87
Walleye Capital
New York
– -$475K -20,643 Closed
SFS
88
Shaker Financial Services
Virginia
– -$401K -17,425 Closed
MA
89
Montag & Associates
Georgia
– -$122K -5,314 Closed
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
– -$27.7K -1,204 Closed
ATS
91
Ashton Thomas Securities
New York
– -$23K -1,000 Closed
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