NIE

Virtus Equity & Convertible Income Fund

68 hedge funds and large institutions have $120M invested in Virtus Equity & Convertible Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24M +$1.29M +65,518 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.51M -$1.43M -72,720 -13%
AAM
3
Advisors Asset Management
Colorado
$8.53M +$345K +17,539 +4%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.42M -$3.24M -164,862 -28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.31M +$1.18M +60,153 +17%
GC
6
Guggenheim Capital
Illinois
$7.88M +$192K +9,789 +3%
RJA
7
Raymond James & Associates
Florida
$7.4M -$287K -14,587 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.94M +$607K +30,885 +10%
Bank of America
9
Bank of America
North Carolina
$4.95M +$1.53M +78,091 +45%
UBS Group
10
UBS Group
Switzerland
$4.54M +$391K +19,917 +9%
SDWIA
11
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.83M +$13.2K +674 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.73M +$285K +14,493 +12%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.95M +$77.7K +3,952 +4%
Invesco
14
Invesco
Georgia
$1.63M -$422K -21,470 -21%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.54M +$299K +15,231 +24%
Ameriprise
16
Ameriprise
Minnesota
$1.51M +$372K +18,907 +33%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.34M +$419K +21,339 +45%
LPL Financial
18
LPL Financial
California
$1.21M +$68.9K +3,508 +6%
GEM
19
Global Endowment Management
North Carolina
$1.18M
BKA
20
Brick & Kyle Associates
Pennsylvania
$1.12M +$38.5K +1,957 +4%
Cohen & Steers
21
Cohen & Steers
New York
$1.1M
SPIA
22
Steward Partners Investment Advisory
New York
$731K -$60.2K -3,066 -8%
RIL
23
Rothschild Investment LLC
Illinois
$625K +$19.6K +1,000 +3%
SC
24
Stolper & Co
Oklahoma
$615K +$48.5K +2,468 +9%
AA
25
AQR Arbitrage
Connecticut
$588K -$648K -32,977 -52%