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RIV

RiverNorth Opportunities Fund

25 hedge funds and large institutions have $28.2M invested in RiverNorth Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $25.1M → $28.2M (+$3.15M)

4% more funds holding

Funds holding: 2425 (+1)

1.2% less ownership

Funds ownership: 18.74%17.54% (-1.2%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.9M +$70K +4,699 +0.6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.86M +$94.3K +6,324 +4%
Bank of America
3
Bank of America
North Carolina
$2.71M +$1.11M +74,339 +79%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.22M -$36.5K -2,448 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M +$745 +50 +0.1%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$886K +$76.6K +5,136 +10%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$829K +$47.7K +3,200 +7%
NFG
8
Nations Financial Group
Iowa
$680K +$31.7K +2,128 +5%
RJA
9
Raymond James & Associates
Florida
$626K -$56.7K -3,805 -9%
SWM
10
SeaCrest Wealth Management
New York
$442K +$42.2K +2,833 +12%
Wells Fargo
11
Wells Fargo
California
$352K -$39.6K -2,659 -11%
Millennium Management
12
Millennium Management
New York
$348K +$322K +21,608 New
TCA
13
Transcend Capital Advisors
New Jersey
$346K -$276K -18,536 -46%
CL
14
CSS LLC
Illinois
$340K -$3.61K -242 -1%
Stifel Financial
15
Stifel Financial
Missouri
$337K -$3.96K -266 -1%
UR
16
USCA RIA
Texas
$302K +$280K +18,770 New
BMCM
17
Bryn Mawr Capital Management
Pennsylvania
$249K -$14.1K -949 -6%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$208K +$193K +12,950 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$193K
LIG
20
Lokken Investment Group
Delaware
$174K +$161K +10,790 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$35K +$17.5K +1,175 +116%
UBS Group
22
UBS Group
Switzerland
$14K
Citigroup
23
Citigroup
New York
$12K +$716 +48 +7%
SFS
24
Shaker Financial Services
Virginia
-$583K -40,654 Closed
BRWM
25
B. Riley Wealth Management
Tennessee
-$512K -35,713 Closed

RIV Hedge Fund Activity: Q4 2020 in Review

25 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunities Fund (RIV) for Q4 2020, worth a combined $28.2M — up 13% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RIV positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $1.11M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $583K sold.

  • 25 institutional investors held RiverNorth Opportunities Fund (RIV) as of Q4 2020, up from 24 in Q3 2020.
  • Funds reported $28.2M of RiverNorth Opportunities Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 6 funds opened new RiverNorth Opportunities Fund positions in Q4 2020 and 5 closed out, a net change of +1 holder.
  • The largest RiverNorth Opportunities Fund buyer in Q4 2020 was Bank of America, an estimated $1.11M added.
  • The largest RiverNorth Opportunities Fund seller in Q4 2020 was Shaker Financial Services, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2020.