Virtus Equity & Convertible Income Fund
NIE
95 hedge funds and large institutions have $202M invested in Virtus Equity & Convertible Income Fund in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
56% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 25
20% more capital invested
Capital invested by funds: $168M → $202M (+$33.9M)
9% more funds holding
Funds holding: 87 → 95 (+8)
1.33% more ownership
Funds ownership: 25.87% → 27.19% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$2.98M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.37M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.27M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.13M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$830K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$634K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$473K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$411K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$410K |
NIE Hedge Fund Activity: Q2 2026 in Review
95 of the 8,350 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q2 2026, worth a combined $202M — up 20% from $168M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NIE positions and 4 closed out — a net gain of 9 holders — while 39 added to existing stakes and 25 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $2.98M. The largest seller was Shaker Financial Services, cutting an estimated $830K.
- 95 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q2 2026, up from 87 in Q1 2026.
- Funds reported $202M of Virtus Equity & Convertible Income Fund stock for Q2 2026, up 20% quarter-over-quarter.
- 13 funds opened new Virtus Equity & Convertible Income Fund positions in Q2 2026 and 4 closed out, a net change of +9 holders.
- The largest Virtus Equity & Convertible Income Fund buyer in Q2 2026 was Saba Capital Management, an estimated $2.98M added.
- The largest Virtus Equity & Convertible Income Fund seller in Q2 2026 was Shaker Financial Services, an estimated $830K sold.
Based on aggregated 13F filings for Q2 2026.