We are live on ! Find out more
EGIF

Eagle Growth and Income Opportunities Fund

Delisted

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

23 hedge funds and large institutions have $49.8M invested in Eagle Growth and Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15% more funds holding

Funds holding: 2023 (+3)

15% more capital invested

Capital invested by funds: $43.4M → $49.8M (+$6.38M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$25.9M +$1.29M +88,148 +6%
KIM
2
Karpus Investment Management
New York
$5.98M +$1.91M +130,186 +51%
RCM
3
Rivernorth Capital Management
Florida
$3.5M -$6.06M -413,716 -64%
MC
4
Matisse Capital
Oregon
$3.45M +$359K +24,500 +12%
Citigroup
5
Citigroup
New York
$3.2M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.33M +$103K +7,007 +5%
CA
7
Cornerstone Advisors
North Carolina
$1.66M -$560K -38,236 -26%
Wells Fargo
8
Wells Fargo
California
$1.02M +$11.8K +808 +1%
BS
9
Boenning & Scattergood
Pennsylvania
$746K -$6K -410 -0.8%
LCM
10
Landscape Capital Management
New Jersey
$730K +$131K +8,935 +23%
RJT
11
Raymond James Trust
Florida
$303K -$13.3K -906 -4%
RTS
12
Round Table Services
New Jersey
$235K +$224K +15,300 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$166K +$158K +10,825 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$164K +$156K +10,686 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$162K +$155K +10,600 New
AG
16
Advisor Group
Arizona
$108K +$102K +7,000 New
Morgan Stanley
17
Morgan Stanley
New York
$63K +$16.7K +1,139 +39%
UBS Group
18
UBS Group
Switzerland
$52K +$40.4K +2,760 +427%
Bank of America
19
Bank of America
North Carolina
$36K +$24.9K +1,700 +275%
EWM
20
Edge Wealth Management
New York
$31K +$29.4K +2,005 New
S
21
SignatureFD
Georgia
$4K +$59 +4 +1%
CRC
22
Curi RMB Capital
Illinois
-$445K -35,279 Closed
GC
23
Guggenheim Capital
Illinois
-$214K -16,960 Closed
LPL Financial
24
LPL Financial
California
-$190K -15,070 Closed
MWA
25
Meridian Wealth Advisors
Texas
-$63K -5,000 Closed

EGIF Hedge Fund Activity: Q1 2019 in Review

23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eagle Growth and Income Opportunities Fund (EGIF) for Q1 2019, worth a combined $49.8M — up 15% from $43.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EGIF positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.06M.

  • 23 institutional investors held Eagle Growth and Income Opportunities Fund (EGIF) as of Q1 2019, up from 20 in Q4 2018.
  • Funds reported $49.8M of Eagle Growth and Income Opportunities Fund stock for Q1 2019, up 15% quarter-over-quarter.
  • 7 funds opened new Eagle Growth and Income Opportunities Fund positions in Q1 2019 and 4 closed out, a net change of +3 holders.
  • The largest Eagle Growth and Income Opportunities Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $1.91M added.
  • The largest Eagle Growth and Income Opportunities Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $6.06M sold.

Based on aggregated 13F filings for Q1 2019.