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RIV

RiverNorth Opportunities Fund

33 hedge funds and large institutions have $35M invested in RiverNorth Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding

Funds holding: 2833 (+5)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $35.8M → $35M (-$797K)

3.62% less ownership

Funds ownership: 19.47%15.85% (-3.6%)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M +$1.25M +69,134 +7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.99M -$2.01M -111,321 -49%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.8M -$212K -11,748 -10%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.31M -$110K -6,075 -7%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.07M -$178K -9,872 -14%
NFG
6
Nations Financial Group
Iowa
$934K +$216K +11,945 +28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$752K +$800K +44,284 New
SWM
8
SeaCrest Wealth Management
New York
$692K +$161K +8,882 +28%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$628K +$349K +19,320 +110%
SIA
10
Sit Investment Associates
Minnesota
$550K +$585K +32,360 New
BWA
11
BDO Wealth Advisors
Florida
$515K -$145 -8 -0%
BFM
12
Boothbay Fund Management
New York
$510K +$542K +30,000 New
Bank of America
13
Bank of America
North Carolina
$424K -$213K -11,801 -32%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$421K +$448K +24,770 New
Wells Fargo
15
Wells Fargo
California
$398K +$98.9K +5,471 +30%
LPL Financial
16
LPL Financial
California
$392K +$417K +23,072 New
RJA
17
Raymond James & Associates
Florida
$381K -$24.5K -1,358 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$373K -$6.63K -367 -2%
BRWM
19
B. Riley Wealth Management
Tennessee
$341K +$10.2K +562 +3%
BI
20
Bulldog Investors
New Jersey
$312K +$332K +18,352 New
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$289K +$54.2K +3,000 +21%
WS
22
Wedbush Securities
California
$262K +$58K +3,211 +26%
OC
23
Oppenheimer & Co
New York
$228K +$2.19K +121 +0.9%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$220K
UBS Group
25
UBS Group
Switzerland
$219K +$15.1K +834 +7%

RIV Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunities Fund (RIV) for Q3 2021, worth a combined $35M — down 2.2% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RIV positions and 0 closed out — a net gain of 7 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.01M.

  • 33 institutional investors held RiverNorth Opportunities Fund (RIV) as of Q3 2021, up from 28 in Q2 2021.
  • Funds reported $35M of RiverNorth Opportunities Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 7 funds opened new RiverNorth Opportunities Fund positions in Q3 2021 and 0 closed out, a net change of +7 holders.
  • The largest RiverNorth Opportunities Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.25M added.
  • The largest RiverNorth Opportunities Fund seller in Q3 2021 was Janney Montgomery Scott, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2021.