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HGLB

Highland Global Allocation Fund

38 hedge funds and large institutions have $50.3M invested in Highland Global Allocation Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.88% more ownership

Funds ownership: 26.15%27.03% (+0.88%)

9% less capital invested

Capital invested by funds: $55.3M → $50.3M (-$5.03M)

12% less funds holding

Funds holding: 4338 (-5)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change

HGLB Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q1 2026, worth a combined $50.3M — down 9.1% from $55.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HGLB and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.33M. The largest seller was Total Wealth Planning & Management, exiting entirely with an estimated $325K sold.

  • 38 institutional investors held Highland Global Allocation Fund (HGLB) as of Q1 2026, down from 43 in Q4 2025.
  • Funds reported $50.3M of Highland Global Allocation Fund stock for Q1 2026, down 9.1% quarter-over-quarter.
  • 4 funds opened new Highland Global Allocation Fund positions in Q1 2026 and 6 closed out, a net change of -2 holders.
  • The largest Highland Global Allocation Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.33M added.
  • The largest Highland Global Allocation Fund seller in Q1 2026 was Total Wealth Planning & Management, an estimated $325K sold.

Based on aggregated 13F filings for Q1 2026.