HGLB

Highland Global Allocation Fund
HGLB

Overview Fund Activity

42 hedge funds and large institutions have $50M invested in Highland Global Allocation Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.71M
3
ARC
3
Advisor Resource Council
Texas
$150K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.14M
5
LCM
5
Landscape Capital Management
New Jersey
$115K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
GRP
2
Global Retirement Partners
California
$0
3
QC
3
Quantedge Capital
Singapore
$1.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SFS
5
Shaker Financial Services
Virginia
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$115K +$115K +12,773 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$107K +$2.68K +296 +3%
BCA
28
Bay Colony Advisors
Massachusetts
$104K +$104K +11,731 New
MC
29
Moors & Cabot
Massachusetts
$90.4K – – –
UBS Group
30
UBS Group
Switzerland
$66.7K +$66.7K +7,373 New
ASN
31
Advisory Services Network
Georgia
$50.2K – – –
RG
32
Retirement Group
California
$40K +$22.1K +750 +124%
AAS
33
Ameritas Advisory Services
Nebraska
$34.1K +$34.1K +3,775 New
GWM
34
Geneos Wealth Management
Colorado
$22.6K +$22.6K +2,500 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$12.7K – – –
Bank of America
36
Bank of America
North Carolina
$8.52K +$8.52K +942 New
Bessemer Group
37
Bessemer Group
New Jersey
$6K +$3.31K +370 +123%
TRCT
38
Tower Research Capital (TRC)
New York
$5K +$5K +512 New
WP
39
WealthPLAN Partners
Nebraska
$4.44K +$4.44K +491 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.07K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
IFAM
42
Institutional & Family Asset Management
Colorado
$2.32K – – –
CCP
43
Clough Capital Partners
Massachusetts
– -$711K -75,451 Closed
GRP
44
Global Retirement Partners
California
– -$563K -59,716 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
– -$343K -36,390 Closed
IA
46
IFP Advisors
Florida
– -$27K -1,832 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
– -$5K -571 Closed
HI
48
Harbour Investments
Wisconsin
– -$1.75K -186 Closed
MCC
49
Money Concepts Capital
Florida
– -$810 -86 Closed
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