Who Owns NCV?
Virtus Convertible & Income Fund — Institutional Ownership & 13F Holdings
$16.54
+0.04 (+0.24%)
Market Cap
$369.2M
Shares Outstanding
22,593,393
Institutional Holders
51
Total Inst. Value
$63.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $23.8M | 1,842,362 |
| 2 | Advisors Asset Management, Inc. | $8.1M | 628,683 |
| 3 | Penserra Capital Management LLC | $7.8M | 601,375 |
| 4 | BANK OF AMERICA CORP /DE/ | $3.4M | 263,375 |
| 5 | AMERIPRISE FINANCIAL INC | $3.0M | 233,558 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.4M | 184,971 |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | $2.2M | 171,022 |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.7M | 135,176 |
| 9 | WNY Asset Management, LLC | $1.6M | 126,743 |
| 10 | RAYMOND JAMES FINANCIAL INC | $979K | 75,749 |
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Frequently Asked Questions
How many institutional investors hold NCV?
As of Q1 2025, 51 institutional investors report holding NCV (Virtus Convertible & Income Fund) in their 13F filings.
Which hedge fund owns the most NCV?
The largest institutional holder of NCV is MORGAN STANLEY with $23.8M in shares.
Are institutions buying or selling NCV?
This quarter, 51 institutions opened new positions in NCV and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.