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RIV

RiverNorth Opportunities Fund

49 hedge funds and large institutions have $60.8M invested in RiverNorth Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $59.2M → $60.8M (+$1.62M)

0.94% more ownership

Funds ownership: 23.02%23.97% (+0.94%)

6% less funds holding

Funds holding: 5249 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
24
Reduced
12
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
$20.2M +$645K +53,819 +3%
MP
2
Mangrove Partners
Connecticut
$6.32M
LPL Financial
3
LPL Financial
California
$3.66M +$2.07M +172,521 +137%
BRWA
4
B. Riley Wealth Advisors
Florida
$3.04M +$656K +54,790 +28%
Wells Fargo
5
Wells Fargo
California
$2.88M +$410K +34,244 +17%
Bank of America
6
Bank of America
North Carolina
$2.59M -$626K -52,303 -20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.93M -$28.3K -2,360 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.65M +$117K +9,760 +8%
PS
9
Principal Securities
Iowa
$1.64M +$154K +12,875 +11%
AIA
10
Absolute Investment Advisers
Florida
$1.53M -$29.3K -2,450 -2%
MGWM
11
Marks Group Wealth Management
Minnesota
$1.41M +$570K +47,608 +71%
TVAMP
12
Tennessee Valley Asset Management Partners
Tennessee
$1.19M +$16.8K +1,402 +1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.17M -$78.7K -6,572 -6%
NFG
14
Nations Financial Group
Iowa
$1.1M +$14.7K +1,226 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.05M -$339K -28,301 -25%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$852K -$1.94M -162,286 -70%
NAS
17
NWF Advisory Services
California
$700K
QL
18
Quarry LP
New York
$651K -$12.5K -1,047 -2%
AUIM
19
Aegon USA Investment Management
Iowa
$615K
NA
20
NewEdge Advisors
Louisiana
$573K +$20.7K +1,725 +4%
RJA
21
Raymond James & Associates
Florida
$556K +$8K +668 +1%
OC
22
Oppenheimer & Co
New York
$525K +$10.8K +906 +2%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$417K +$12K +1,000 +3%
PAG
24
Private Advisor Group
New Jersey
$408K +$21.8K +1,823 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$371K +$7.46K +623 +2%

RIV Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunities Fund (RIV) for Q2 2024, worth a combined $60.8M — up 2.7% from $59.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RIV and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $2.07M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.94M.

  • 49 institutional investors held RiverNorth Opportunities Fund (RIV) as of Q2 2024, down from 52 in Q1 2024.
  • Funds reported $60.8M of RiverNorth Opportunities Fund stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 2 funds opened new RiverNorth Opportunities Fund positions in Q2 2024 and 5 closed out, a net change of -3 holders.
  • The largest RiverNorth Opportunities Fund buyer in Q2 2024 was LPL Financial, an estimated $2.07M added.
  • The largest RiverNorth Opportunities Fund seller in Q2 2024 was Janney Montgomery Scott, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2024.