NIE

Virtus Equity & Convertible Income Fund

72 hedge funds and large institutions have $199M invested in Virtus Equity & Convertible Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
26
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41M 1,392,186 +88,368 +7%
AAM
2
Advisors Asset Management
Colorado
$20.3M 690,353 -8,337 -1%
Morgan Stanley
3
Morgan Stanley
New York
$18.6M 632,827 +6,168 +1%
KIM
4
Karpus Investment Management
New York
$15.5M 525,643 -178,830 -25%
UBS Group
5
UBS Group
Switzerland
$12.1M 411,262 +20,547 +5%
GC
6
Guggenheim Capital
Illinois
$11.3M 382,686 -27,203 -7%
CA
7
Cornerstone Advisors
North Carolina
$10M 340,751 +68,010 +25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.94M 303,490 +19,758 +7%
RJA
9
Raymond James & Associates
Florida
$7.44M 252,327 +40,845 +19%
SDWIA
10
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.97M 168,768 -1,505 -0.9%
Invesco
11
Invesco
Georgia
$4.89M 165,894 -11,318 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.15M 140,793 +18,638 +15%
SFS
13
Shaker Financial Services
Virginia
$3.86M 131,032 +19,974 +18%
WAM
14
Wolverine Asset Management
Illinois
$3.85M 130,673 +22,263 +21%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.62M 122,718 -2 -0%
Stifel Financial
16
Stifel Financial
Missouri
$3.2M 108,596 +5,290 +5%
GEM
17
Global Endowment Management
North Carolina
$1.77M 60,000
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.62M 55,101 +1,499 +3%
BKA
19
Brick & Kyle Associates
Pennsylvania
$1.45M 49,281 +324 +0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.31M 44,457 +15,676 +54%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.3M 43,968 +1,058 +2%
SWM
22
Spire Wealth Management
Virginia
$1.26M 42,815 +359 +0.8%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.2M 40,867 +29 +0.1%
RIL
24
Rothschild Investment LLC
Illinois
$1.01M 34,177
Cohen & Steers
25
Cohen & Steers
New York
$943K 31,988 -7,599 -19%