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SGL

STRATEGIC GLOBAL INCOME FUND
SGL

Delisted

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

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32 hedge funds and large institutions have $35.1M invested in STRATEGIC GLOBAL INCOME FUND in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

4% more capital invested

Capital invested by funds: $33.8M → $35.1M (+$1.34M)

6% less funds holding

Funds holding: 34 → 32 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$685K
3
WAM
Wolverine Asset Management
Illinois
+$293K
4
AA
Ancora Advisors
Ohio
+$284K
5
Morgan Stanley
Morgan Stanley
New York
+$270K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.01M
2
SCM
Saba Capital Management
New York
-$454K
3
RJA
Raymond James & Associates
Florida
-$442K
4
Invesco
Invesco
Georgia
-$284K
5
DA
Doliver Advisors
Texas
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$36K +$6.98K +801 +23%
PAM
27
Panagora Asset Management
Massachusetts
$26K +$27.2K +3,116 New
MFS
28
MSI Financial Services
Massachusetts
$22K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$17K – – –
NPC
30
National Planning Corporation
California
$17K +$17.4K +2,000 New
MSE
31
MUFG Securities EMEA
United Kingdom
$16K – – –
UBS Group
32
UBS Group
Switzerland
$13K +$13.2K +1,520 New
KT
33
Kanaly Trust
Texas
$8K – – –
RJA
34
Raymond James & Associates
Florida
– -$442K -50,102 Closed
SFS
35
Shaker Financial Services
Virginia
– -$254K -28,755 Closed
CA
36
Cetera Advisors
Colorado
– -$99K -11,230 Closed
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
– -$96K -10,881 Closed
Jane Street
38
Jane Street
New York
– -$89K -10,061 Closed
MA
39
MUFG Americas
New York
– -$47K -5,300 Closed
NFG
40
Next Financial Group
Texas
– -$23K -2,600 Closed
AIG
41
American International Group
New York
– -$8.83K -1,000 Closed
1
2

SGL Hedge Fund Activity: Q4 2014 in Review

32 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in STRATEGIC GLOBAL INCOME FUND (SGL) for Q4 2014, worth a combined $35.1M — up 4% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SGL and 8 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $1.7M. The largest seller was Royal Bank of Canada, cutting an estimated $1.01M.

  • 32 institutional investors held STRATEGIC GLOBAL INCOME FUND (SGL) as of Q4 2014, down from 34 in Q3 2014.
  • Funds reported $35.1M of STRATEGIC GLOBAL INCOME FUND stock for Q4 2014, up 4% quarter-over-quarter.
  • 8 funds opened new STRATEGIC GLOBAL INCOME FUND positions in Q4 2014 and 9 closed out, a net change of -1 holder.
  • The largest STRATEGIC GLOBAL INCOME FUND buyer in Q4 2014 was Wells Fargo, an estimated $1.7M added.
  • The largest STRATEGIC GLOBAL INCOME FUND seller in Q4 2014 was Royal Bank of Canada, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2014.