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NIE

Virtus Equity & Convertible Income Fund
NIE

77 hedge funds and large institutions have $146M invested in Virtus Equity & Convertible Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 24.64% → 23.82% (-0.82%)

8% less funds holding

Funds holding: 84 → 77 (-7)

13% less capital invested

Capital invested by funds: $168M → $146M (-$22.5M)

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
77
Holders Change
-7
Holders Change %
-8.33%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.62M
2
SFS
Shaker Financial Services
Virginia
+$1.52M
3
Morgan Stanley
Morgan Stanley
New York
+$1.29M
4
LPL Financial
LPL Financial
California
+$799K
5
GAA
Global Assets Advisory
Florida
+$430K

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$1.66M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.41M
3
AAM
Advisors Asset Management
Colorado
-$1.38M
4
GC
Guggenheim Capital
Illinois
-$923K
5
Wells Fargo
Wells Fargo
California
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
76
Creekmur Asset Management
Illinois
$49 -$59.8K -2,501 -100%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$22 +$24 +1 New
BKA
78
Brick & Kyle Associates
Pennsylvania
– -$436K -17,684 Closed
CIA
79
Concurrent Investment Advisors
Florida
– -$435K -17,645 Closed
FFO
80
Fortitude Family Office
Arizona
– -$227K -9,200 Closed
BCA
81
Bay Colony Advisors
Massachusetts
– -$214K -8,685 Closed
HA
82
Huntleigh Advisors
Missouri
– -$212K -8,612 Closed
SWM
83
Silverlake Wealth Management
Vermont
– -$201K -8,163 Closed
VWM
84
Venturi Wealth Management
Texas
– -$43.6K -1,768 Closed
PIS
85
POM Investment Strategies
North Carolina
– -$42.1K -1,706 Closed
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
– -$12.3K -500 Closed
SSB
87
Sandy Spring Bank
Maryland
– -$8.02K -325 Closed
PWA
88
Provenance Wealth Advisors
Florida
– -$6.68K -271 Closed
WA
89
WPG Advisers
Maryland
– -$5.55K -225 Closed
GWM
90
Geneos Wealth Management
Colorado
– -$3.7K -150 Closed
CWM
91
Cedar Wealth Management
California
– -$1.95K -79 Closed
1 2 3
4

NIE Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q1 2025, worth a combined $146M — down 13% from $168M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NIE and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 23 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.62M. The largest seller was Sanctuary Advisors, cutting an estimated $1.66M.

  • 77 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q1 2025, down from 84 in Q4 2024.
  • Funds reported $146M of Virtus Equity & Convertible Income Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 9 funds opened new Virtus Equity & Convertible Income Fund positions in Q1 2025 and 14 closed out, a net change of -5 holders.
  • The largest Virtus Equity & Convertible Income Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $1.62M added.
  • The largest Virtus Equity & Convertible Income Fund seller in Q1 2025 was Sanctuary Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2025.