NCV

Virtus Convertible & Income

-$4.9M

Net Activity

Institutions Holding

58

Popularity Rank

#5622

Avg Weight

0.10%

Total Value

$96.7M

Ownership Trend

58 institutions currently hold NCV, with 28 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

28

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$19.4M
CP
Congress Park Capital LLC
$11.9M
SC
Saba Capital Management, L.P.
$10.8M
AA
Advisors Asset Management, Inc.
$8.9M
GC
Guggenheim Capital LLC
$6.2M

Top 5 by Conviction

CP
Congress Park Capital LLC
3.67%
WC
Wealth Care LLC
0.90%
SC
Saba Capital Management, L.P.
0.30%
IC
Integrated Capital Management, INC.
0.16%
AA
Advisors Asset Management, Inc.
0.15%
View all 58 holding institutions

Quarterly Activity

Recent Activity

+$64.9M

Total Buy Value

$49.9M

Total Sell Value

New buy7
Trim22
Add21
Sold out11

28

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS CONVERTIBLE & INCOME (NCV)?
Major stakeholders currently include Morgan Stanley ($19.4M), Congress Park Capital LLC ($11.9M), Saba Capital Management, L.P. ($10.8M). Based on the latest 13F filings, there are a total of 58 tracked investment funds and institutions maintaining positions in NCV.
What is the overall institutional sentiment toward NCV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.9M, driven by 28 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their NCV positions?
In the latest period, 22 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $49.9M.
Are there any notable investors adding NCV to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $64.9M.

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