NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

82 hedge funds and large institutions have $160M invested in Virtus Equity & Convertible Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.69M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$924K
3
LCM
3
Landscape Capital Management
New Jersey
$1.76M
4
AAM
4
Advisors Asset Management
Colorado
$22M
5
BKA
5
Brick & Kyle Associates
Pennsylvania
$549K

Top Sellers

1
AF
1
Allworth Financial
California
$2.07M
2
Bank of America
2
Bank of America
North Carolina
$4.34M
3
Wells Fargo
3
Wells Fargo
California
$23.9M
4
Ameriprise
4
Ameriprise
Minnesota
$774K
5
GC
5
Guggenheim Capital
Illinois
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.9M 1,038,978 -41,038 -4%
AAM
2
Advisors Asset Management
Colorado
$22M 954,418 +24,306 +3%
Morgan Stanley
3
Morgan Stanley
New York
$11.2M 488,448 -6,871 -1%
GC
4
Guggenheim Capital
Illinois
$11.1M 481,192 -37,887 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.9M 474,989 +20,307 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$8.8M 382,423 +2,767 +0.7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.43M 322,873 +21,633 +7%
RJA
8
Raymond James & Associates
Florida
$5.16M 224,251 +1,071 +0.5%
UBS Group
9
UBS Group
Switzerland
$4.89M 212,478 -179 -0.1%
SDWIA
10
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.88M 212,207 -1,878 -0.9%
Bank of America
11
Bank of America
North Carolina
$4.34M 188,602 -46,645 -20%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$4.26M 185,045 -19,933 -10%
LPL Financial
13
LPL Financial
California
$2.7M 117,196 +4,678 +4%
Invesco
14
Invesco
Georgia
$2.66M 115,745 +10,987 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.27M 98,682 -678 -0.7%
AF
16
Allworth Financial
California
$2.07M 90,126 -115,874 -56%
SA
17
Sanctuary Advisors
Indiana
$2.07M 85,664 +4,776 +6%
LCM
18
Landscape Capital Management
New Jersey
$1.76M 76,569 +36,284 +90%
WAM
19
Wolverine Asset Management
Illinois
$1.69M 73,544 +73,544 New
OC
20
OxenFree Capital
Florida
$1.61M 70,180 +5,608 +9%
CIA
21
Capital Investment Advisors
Georgia
$1.55M 67,312 +1,624 +2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.46M 63,364 -3,006 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.41M 61,374 +1,689 +3%
GEM
24
Global Endowment Management
North Carolina
$1.38M 60,000 – –
BRWA
25
B. Riley Wealth Advisors
Florida
$1.06M 45,952 -34,914 -43%
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