HGLB

Highland Global Allocation Fund

38 hedge funds and large institutions have $48.8M invested in Highland Global Allocation Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$18.1M +$4.41M +585,471 +32%
Morgan Stanley
2
Morgan Stanley
New York
$6.57M +$393K +52,160 +6%
SFS
3
Shaker Financial Services
Virginia
$4.63M +$1.19M +158,297 +35%
LPL Financial
4
LPL Financial
California
$2.81M -$40.1K -5,323 -1%
MC
5
Matisse Capital
Oregon
$2.73M +$168K +22,300 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.96M -$346K -45,891 -15%
QC
7
Quantedge Capital
Singapore
$1.77M +$156K +20,700 +10%
AA
8
AQR Arbitrage
Connecticut
$1.46M -$550K -73,074 -27%
LCM
9
Landscape Capital Management
New Jersey
$1.45M -$16K -2,121 -1%
SFG
10
Sovereign Financial Group
Connecticut
$1.06M -$182K -24,132 -15%
PAG
11
Private Advisor Group
New Jersey
$849K -$3.77K -500 -0.4%
BF
12
BOK Financial
Oklahoma
$653K +$29.5K +3,920 +5%
NAM
13
Nexpoint Asset Management
Texas
$649K
UBS Group
14
UBS Group
Switzerland
$545K +$18.2K +2,423 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$503K -$3.34K -443 -0.7%
CIA
16
Capital Investment Advisors
Georgia
$404K -$26.4K -3,500 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$387K +$71.5K +9,497 +23%
AW
18
Atlas Wealth
Ohio
$371K +$371K +48,754 New
PS
19
Principal Securities
Iowa
$348K +$61.1K +8,113 +21%
OC
20
Oppenheimer & Co
New York
$276K +$46.7K +6,200 +20%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$260K +$18.5K +2,455 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$239K -$6.4K -850 -3%
ERIC
23
Eagle Rock Investment Company
Georgia
$188K -$37.7K -5,000 -17%
WS
24
Wedbush Securities
California
$118K -$1.92K -255 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$116K +$22.5K +3,165 +24%