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SGL

STRATEGIC GLOBAL INCOME FUND
SGL

Delisted

SGL was delisted on the 18th of May, 2016.

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37 hedge funds and large institutions have $29.7M invested in STRATEGIC GLOBAL INCOME FUND in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

19% more funds holding

Funds holding: 31 → 37 (+6)

16% more capital invested

Capital invested by funds: $25.6M → $29.7M (+$4.15M)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.2M
2
RCM
Rivernorth Capital Management
Florida
+$892K
3
FIMG
Financial & Investment Management Group
Michigan
+$635K
4
SCM
Saba Capital Management
New York
+$615K
5
KIM
Karpus Investment Management
New York
+$501K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$1.12M
2
Invesco
Invesco
Georgia
-$604K
3
SFS
Shaker Financial Services
Virginia
-$488K
4
Morgan Stanley
Morgan Stanley
New York
-$428K
5
GC
Guggenheim Capital
Illinois
-$97.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$52K – – –
MA
27
MUFG Americas
New York
$48K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$46K +$45.3K +5,000 New
WA
29
WFG Advisors
Texas
$33K +$571 +63 +2%
Creative Planning
30
Creative Planning
Kansas
$24K +$24K +2,648 New
MFS
31
MSI Financial Services
Massachusetts
$23K -$30.6K -3,375 -56%
TRCT
32
Tower Research Capital (TRC)
New York
$20K +$13.9K +1,532 +219%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$18K – – –
MSE
34
MUFG Securities EMEA
United Kingdom
$17K +$17.2K +1,900 New
U
35
UBS
Switzerland
$11K +$11.1K +1,228 +8,187%
AIG
36
American International Group
New York
$9.03K +$9.06K +1,000 New
KT
37
Kanaly Trust
Texas
$9K +$9.06K +1,000 New
AA
38
Ancora Advisors
Ohio
– -$1.12M -121,000 Closed
WS
39
Wedbush Securities
California
– -$96K -10,349 Closed
MUS
40
Mitsubishi UFJ Securities
Japan
– -$18K -1,900 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -1,112 Closed
1
2

SGL Hedge Fund Activity: Q4 2013 in Review

37 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in STRATEGIC GLOBAL INCOME FUND (SGL) for Q4 2013, worth a combined $29.7M — up 16% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SGL positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.2M. The largest seller was Ancora Advisors, exiting entirely with an estimated $1.12M sold.

  • 37 institutional investors held STRATEGIC GLOBAL INCOME FUND (SGL) as of Q4 2013, up from 31 in Q3 2013.
  • Funds reported $29.7M of STRATEGIC GLOBAL INCOME FUND stock for Q4 2013, up 16% quarter-over-quarter.
  • 10 funds opened new STRATEGIC GLOBAL INCOME FUND positions in Q4 2013 and 4 closed out, a net change of +6 holders.
  • The largest STRATEGIC GLOBAL INCOME FUND buyer in Q4 2013 was Wells Fargo, an estimated $3.2M added.
  • The largest STRATEGIC GLOBAL INCOME FUND seller in Q4 2013 was Ancora Advisors, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2013.