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EGIF

Eagle Growth and Income Opportunities Fund
EGIF

Delisted

EGIF was delisted on the 27th of July, 2020.

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12 hedge funds and large institutions have $19.4M invested in Eagle Growth and Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

25% more capital invested

Capital invested by funds: $15.5M → $19.4M (+$3.93M)

8% less funds holding

Funds holding: 13 → 12 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.01M
2
MC
Matisse Capital
Oregon
+$975K
3
LCM
Landscape Capital Management
New Jersey
+$239K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$205K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$154K

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$312K
2
UBS Group
UBS Group
Switzerland
-$34.4K
3
TRCT
Tower Research Capital (TRC)
New York
-$12K
4
Wells Fargo
Wells Fargo
California
-$80
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13.3M +$3.01M +187,054 +30%
MC
2
Matisse Capital
Oregon
$2.88M +$975K +60,641 +52%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.74M +$205K +12,764 +14%
Citigroup
4
Citigroup
New York
$734K +$116K +7,210 +19%
LCM
5
Landscape Capital Management
New Jersey
$427K +$239K +14,877 +130%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$156K +$154K +9,589 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$61K – – –
AG
8
Advisor Group
Arizona
$42K – – –
DAM
9
Delta Asset Management
Tennessee
$38K – – –
MA
10
MCF Advisors
Kentucky
$37K +$37K +2,300 New
UBS Group
11
UBS Group
Switzerland
$33K -$34.4K -2,140 -51%
Morgan Stanley
12
Morgan Stanley
New York
$17K +$11.6K +722 +241%
JIP
13
Jaffetilchin Investment Partners
Florida
– -$312K -18,613 Closed
TRCT
14
Tower Research Capital (TRC)
New York
– -$12K -700 Closed
Wells Fargo
15
Wells Fargo
California
– -$80 -5 Closed

EGIF Hedge Fund Activity: Q4 2016 in Review

12 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eagle Growth and Income Opportunities Fund (EGIF) for Q4 2016, worth a combined $19.4M — up 25% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EGIF and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.

The largest buyer was Raymond James & Associates, adding an estimated $3.01M. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $312K sold.

  • 12 institutional investors held Eagle Growth and Income Opportunities Fund (EGIF) as of Q4 2016, down from 13 in Q3 2016.
  • Funds reported $19.4M of Eagle Growth and Income Opportunities Fund stock for Q4 2016, up 25% quarter-over-quarter.
  • 2 funds opened new Eagle Growth and Income Opportunities Fund positions in Q4 2016 and 3 closed out, a net change of -1 holder.
  • The largest Eagle Growth and Income Opportunities Fund buyer in Q4 2016 was Raymond James & Associates, an estimated $3.01M added.
  • The largest Eagle Growth and Income Opportunities Fund seller in Q4 2016 was Jaffetilchin Investment Partners, an estimated $312K sold.

Based on aggregated 13F filings for Q4 2016.