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NIE

Virtus Equity & Convertible Income Fund
NIE

39 hedge funds and large institutions have $76.2M invested in Virtus Equity & Convertible Income Fund in 2013 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.65% more ownership

Funds ownership: 0% → 18.65% (+19%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.2M +$12.3M +666,023 New
AAM
2
Advisors Asset Management
Colorado
$8.57M +$8.64M +467,393 New
Invesco
3
Invesco
Georgia
$8.34M +$8.42M +455,152 New
GC
4
Guggenheim Capital
Illinois
$7.9M +$7.97M +431,087 New
Morgan Stanley
5
Morgan Stanley
New York
$7.55M +$7.62M +412,022 New
RCM
6
Rivernorth Capital Management
Florida
$7.31M +$7.37M +398,562 New
GFM
7
Gramercy Funds Management
Connecticut
$5.31M +$5.35M +289,465 New
RVP
8
Relative Value Partners
Illinois
$4.67M +$4.71M +254,525 New
SG Americas Securities
9
SG Americas Securities
New York
$1.45M +$1.46M +79,207 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.41M +$1.43M +77,146 New
CA
11
Cornerstone Advisors
North Carolina
$1.33M +$1.34M +72,361 New
LPL Financial
12
LPL Financial
California
$1.2M +$1.21M +65,543 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.05M +$1.06M +57,311 New
Bank of America
14
Bank of America
North Carolina
$997K +$1.01M +54,385 New
RJA
15
Raymond James & Associates
Florida
$780K +$787K +42,537 New
RIL
16
Rothschild Investment LLC
Illinois
$633K +$639K +34,550 New
U
17
UBS
Switzerland
$556K +$561K +30,326 New
FAAS
18
First Allied Advisory Services
California
$519K +$524K +28,350 New
DA
19
Doliver Advisors
Texas
$481K +$485K +26,248 New
OC
20
Oppenheimer & Co
New York
$455K +$459K +24,817 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$440K +$444K +24,002 New
CWM
22
Concert Wealth Management
California
$425K +$429K +23,218 New
WAM
23
Wolverine Asset Management
Illinois
$402K +$406K +21,970 New
VAM
24
Visium Asset Management
New York
$392K +$395K +21,349 New
TC
25
TFS Capital
Pennsylvania
$362K +$365K +19,758 New
1
2

NIE Hedge Fund Activity: Q2 2013 in Review

39 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q2 2013, worth a combined $76.2M.

Buyers outnumbered sellers: 39 funds opened new NIE positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

  • 39 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $76.2M of Virtus Equity & Convertible Income Fund stock for Q2 2013.
  • 39 funds opened new Virtus Equity & Convertible Income Fund positions in Q2 2013 and 0 closed out, a net change of +39 holders.

Based on aggregated 13F filings for Q2 2013.