Highland Global Allocation Fund
HGLB
41 hedge funds and large institutions have $32.7M invested in Highland Global Allocation Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
8% more funds holding
Funds holding: 38 → 41 (+3)
3% more capital invested
Capital invested by funds: $31.9M → $32.7M (+$862K)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
0.59% less ownership
Funds ownership: 22.87% → 22.28% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.36M |
| 2 |
Millennium Management
New York
|
+$486K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$250K |
| 4 |
LPL Financial
San Diego,
California
|
+$185K |
| 5 |
CWM
CCG Wealth Management
San Diego,
California
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.98M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$735K |
| 3 |
Morgan Stanley
New York
|
-$429K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$365K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$352K |
HGLB Hedge Fund Activity: Q4 2020 in Review
41 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q4 2020, worth a combined $32.7M — up 2.7% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HGLB positions and 7 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Landscape Capital Management, adding an estimated $1.36M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.98M.
- 41 institutional investors held Highland Global Allocation Fund (HGLB) as of Q4 2020, up from 38 in Q3 2020.
- Funds reported $32.7M of Highland Global Allocation Fund stock for Q4 2020, up 2.7% quarter-over-quarter.
- 10 funds opened new Highland Global Allocation Fund positions in Q4 2020 and 7 closed out, a net change of +3 holders.
- The largest Highland Global Allocation Fund buyer in Q4 2020 was Landscape Capital Management, an estimated $1.36M added.
- The largest Highland Global Allocation Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $2.98M sold.
Based on aggregated 13F filings for Q4 2020.