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EGIF

Eagle Growth and Income Opportunities Fund

Delisted

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

20 hedge funds and large institutions have $40.5M invested in Eagle Growth and Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $40M → $40.5M (+$493K)

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$20.3M -$3.88M -249,711 -16%
KIM
2
Karpus Investment Management
New York
$10.5M +$3.93M +253,150 +62%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.03M +$165K +10,647 +6%
MC
4
Matisse Capital
Oregon
$2.17M -$1.37M -88,000 -39%
BS
5
Boenning & Scattergood
Pennsylvania
$1.21M -$5.79K -373 -0.5%
Wells Fargo
6
Wells Fargo
California
$967K -$49.1K -3,161 -5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$578K +$9.12K +587 +2%
SFS
8
Shaker Financial Services
Virginia
$316K +$308K +19,831 New
RJT
9
Raymond James Trust
Florida
$315K
RTS
10
Round Table Services
New Jersey
$244K
SCM
11
Saba Capital Management
New York
$204K +$199K +12,792 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$188K +$15.5K +1,000 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$170K +$5.36K +345 +3%
Bank of America
14
Bank of America
North Carolina
$112K -$43.2K -2,780 -28%
AG
15
Advisor Group
Arizona
$96K -$14K -900 -13%
EWM
16
Edge Wealth Management
New York
$32K +$233 +15 +0.7%
Morgan Stanley
17
Morgan Stanley
New York
$27K
SPIA
18
Steward Partners Investment Advisory
New York
$4K
S
19
SignatureFD
Georgia
$4K +$78 +5 +2%
RCM
20
Rivernorth Capital Management
Florida
-$3.32K -215,886 Closed
LCM
21
Landscape Capital Management
New Jersey
-$248K -16,178 Closed
CL
22
CSS LLC
Illinois
-$15K -1,000 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$16 +1 New

EGIF Hedge Fund Activity: Q3 2019 in Review

20 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eagle Growth and Income Opportunities Fund (EGIF) for Q3 2019, worth a combined $40.5M — up 1.2% from $40M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EGIF and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Karpus Investment Management, adding an estimated $3.93M. The largest seller was Raymond James & Associates, cutting an estimated $3.88M.

  • 20 institutional investors held Eagle Growth and Income Opportunities Fund (EGIF) as of Q3 2019, down from 21 in Q2 2019.
  • Funds reported $40.5M of Eagle Growth and Income Opportunities Fund stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 3 funds opened new Eagle Growth and Income Opportunities Fund positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Eagle Growth and Income Opportunities Fund buyer in Q3 2019 was Karpus Investment Management, an estimated $3.93M added.
  • The largest Eagle Growth and Income Opportunities Fund seller in Q3 2019 was Raymond James & Associates, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2019.