We are live on ! Find out more
RIV

RiverNorth Opportunities Fund

52 hedge funds and large institutions have $59.2M invested in RiverNorth Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5452 (-2)

7.82% less ownership

Funds ownership: 30.84%23.02% (-7.8%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

19% less capital invested

Capital invested by funds: $72.7M → $59.2M (-$13.6M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.2M -$16.7M -1,438,539 -47%
MP
2
Mangrove Partners
Connecticut
$6.21M +$121K +10,376 +2%
Bank of America
3
Bank of America
North Carolina
$3.17M -$92.9K -7,995 -3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.79M -$424K -36,471 -14%
Wells Fargo
5
Wells Fargo
California
$2.42M +$278K +23,950 +14%
BRWA
6
B. Riley Wealth Advisors
Florida
$2.03M -$212K -18,219 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.92M +$15.4K +1,326 +0.8%
AIA
8
Absolute Investment Advisers
Florida
$1.53M +$1.48M +126,956 New
LPL Financial
9
LPL Financial
California
$1.52M +$299K +25,697 +26%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.5M +$120K +10,342 +9%
PS
11
Principal Securities
Iowa
$1.46M +$73.7K +6,342 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.37M -$154K -13,231 -10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.23M +$24.2K +2,078 +2%
TVAMP
14
Tennessee Valley Asset Management Partners
Tennessee
$1.15M -$1.11M -95,194 -50%
NFG
15
Nations Financial Group
Iowa
$1.06M
MGWM
16
Marks Group Wealth Management
Minnesota
$809K
NAS
17
NWF Advisory Services
California
$688K +$5.81K +500 +0.9%
QL
18
Quarry LP
New York
$653K -$52.1K -4,483 -8%
AUIM
19
Aegon USA Investment Management
Iowa
$604K
NA
20
NewEdge Advisors
Louisiana
$543K -$115K -9,900 -18%
RJA
21
Raymond James & Associates
Florida
$538K +$4.29K +369 +0.8%
OC
22
Oppenheimer & Co
New York
$505K +$20.3K +1,743 +4%
CL
23
CSS LLC
Illinois
$417K +$8.93K +768 +2%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$397K
PAG
25
Private Advisor Group
New Jersey
$379K +$23.6K +2,034 +7%

RIV Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunities Fund (RIV) for Q1 2024, worth a combined $59.2M — down 19% from $72.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RIV and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $1.48M. The largest seller was Morgan Stanley, cutting an estimated $16.7M.

  • 52 institutional investors held RiverNorth Opportunities Fund (RIV) as of Q1 2024, down from 54 in Q4 2023.
  • Funds reported $59.2M of RiverNorth Opportunities Fund stock for Q1 2024, down 19% quarter-over-quarter.
  • 4 funds opened new RiverNorth Opportunities Fund positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest RiverNorth Opportunities Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $1.48M added.
  • The largest RiverNorth Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.