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HGLB

Highland Global Allocation Fund
HGLB

38 hedge funds and large institutions have $52.8M invested in Highland Global Allocation Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
2
Morgan Stanley
Morgan Stanley
New York
+$10.4M
3
Wells Fargo
Wells Fargo
California
+$8.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.18M
5
COLIM
City of London Investment Management
United Kingdom
+$2.55M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFG Advisory
Georgia
$172K +$174K +13,390 New
PAG
27
Private Advisor Group
New Jersey
$155K +$156K +11,993 New
Bank of America
28
Bank of America
North Carolina
$106K +$106K +8,170 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$101K +$101K +7,787 New
KPW
30
Kore Private Wealth
New York
$78K +$77.9K +6,002 New
GWM
31
Geneos Wealth Management
Colorado
$73K +$74.1K +5,711 New
ASN
32
Advisory Services Network
Georgia
$60K +$60.6K +4,666 New
TRCT
33
Tower Research Capital (TRC)
New York
$57K +$56.9K +4,380 New
IFAM
34
Institutional & Family Asset Management
Colorado
$53K +$52.8K +4,066 New
IA
35
IFP Advisors
Florida
$51K +$51K +3,929 New
PGWM
36
Parisi Gray Wealth Management
New Jersey
$39K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$39K +$39.8K +3,064 New
UBS Group
38
UBS Group
Switzerland
$34K +$34.6K +2,667 New
Citigroup
39
Citigroup
New York
$1K +$1.16K +89 New
1
2

HGLB Hedge Fund Activity: Q1 2019 in Review

38 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q1 2019, worth a combined $52.8M.

Buyers outnumbered sellers: 38 funds opened new HGLB positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $11.4M.

  • 38 institutional investors held Highland Global Allocation Fund (HGLB) as of Q1 2019, up from 0 in Q4 2018.
  • Funds reported $52.8M of Highland Global Allocation Fund stock for Q1 2019.
  • 38 funds opened new Highland Global Allocation Fund positions in Q1 2019 and 0 closed out, a net change of +38 holders.
  • The largest Highland Global Allocation Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $11.4M added.

Based on aggregated 13F filings for Q1 2019.