NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

72 hedge funds and large institutions have $118M invested in Virtus Equity & Convertible Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.17M
2
GC
2
Guggenheim Capital
Illinois
$7.13M
3
Ameriprise
3
Ameriprise
Minnesota
$1.02M
4
KIM
4
Karpus Investment Management
New York
$5.08M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$936K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.1M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Wells Fargo
3
Wells Fargo
California
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7.6M
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$21M 1,154,021 -70,741 -6%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M 593,523 +7,455 +1%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M 556,436 -188,346 -25%
AAM
4
Advisors Asset Management
Colorado
$7.6M 416,698 -58,108 -12%
GC
5
Guggenheim Capital
Illinois
$7.13M 391,165 +80,180 +26%
RJA
6
Raymond James & Associates
Florida
$7.13M 391,098 -3,664 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.61M 362,688 -446 -0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.87M 322,178 +12,896 +4%
KIM
9
Karpus Investment Management
New York
$5.08M 278,904 +23,167 +9%
UBS Group
10
UBS Group
Switzerland
$3.85M 210,944 +8,300 +4%
SDWIA
11
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.54M 194,252 +5,845 +3%
Bank of America
12
Bank of America
North Carolina
$3.17M 173,758 +148,422 +586%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.27M 124,388 -5,375 -4%
Invesco
14
Invesco
Georgia
$1.91M 104,522 -18,988 -15%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.74M 95,177 +635 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.25M 68,766 -3,341 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.15M 63,007 -303 -0.5%
AA
18
AQR Arbitrage
Connecticut
$1.15M 62,902 +9,441 +18%
GEM
19
Global Endowment Management
North Carolina
$1.09M 60,000 – –
LPL Financial
20
LPL Financial
California
$1.06M 58,243 -8,352 -13%
Cohen & Steers
21
Cohen & Steers
New York
$1.02M 56,127 – –
Ameriprise
22
Ameriprise
Minnesota
$1.02M 58,137 +30,258 +109%
BKA
23
Brick & Kyle Associates
Pennsylvania
$1M 55,067 +366 +0.7%
BRWA
24
B. Riley Wealth Advisors
Florida
$936K 46,904 +20,614 +78%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$798K 43,761 +3,065 +8%
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