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SGL

STRATEGIC GLOBAL INCOME FUND
SGL

Delisted

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

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35 hedge funds and large institutions have $39.2M invested in STRATEGIC GLOBAL INCOME FUND in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $35.1M → $39.2M (+$4.03M)

9% more funds holding

Funds holding: 32 → 35 (+3)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.66M
2
Invesco
Invesco
Georgia
+$1.39M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$879K
4
Morgan Stanley
Morgan Stanley
New York
+$690K
5
SIA
Sit Investment Associates
Minnesota
+$629K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$1.33M
2
SCM
Saba Capital Management
New York
-$801K
3
DA
Doliver Advisors
Texas
-$507K
4
GC
Guggenheim Capital
Illinois
-$271K
5
SG Americas Securities
SG Americas Securities
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$23K -$3.23K -382 -12%
MFS
27
MSI Financial Services
Massachusetts
$22K – – –
IWMPD
28
Integrated Wealth Management (Palm Desert)
California
$22K +$22.3K +2,640 New
SSB
29
Sandy Spring Bank
Maryland
$18K +$17.8K +2,102 New
Creative Planning
30
Creative Planning
Kansas
$18K +$17.9K +2,122 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$17K – – –
FMA
32
FNY Managed Accounts
New York
$16.9K +$16.9K +2,000 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$15K -$78.3K -9,270 -84%
KT
34
Kanaly Trust
Texas
$8K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$7K -$29.1K -3,441 -80%
AIG
36
American International Group
New York
$17 +$17 +2 New
SG Americas Securities
37
SG Americas Securities
New York
– -$248K -29,304 Closed
TC
38
TFS Capital
Pennsylvania
– -$189K -22,249 Closed
VKH
39
Virtu KCG Holdings
New York
– -$159K -18,749 Closed
HCM
40
Hollencrest Capital Management
California
– -$131K -15,500 Closed
NPC
41
National Planning Corporation
California
– -$17K -2,000 Closed
MSE
42
MUFG Securities EMEA
United Kingdom
– -$16K -1,900 Closed
Barclays
43
Barclays
United Kingdom
– +$253 +30 New
1
2

SGL Hedge Fund Activity: Q1 2015 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in STRATEGIC GLOBAL INCOME FUND (SGL) for Q1 2015, worth a combined $39.2M — up 11% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SGL positions and 7 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.66M. The largest seller was Ancora Advisors, exiting entirely with an estimated $1.33M sold.

  • 35 institutional investors held STRATEGIC GLOBAL INCOME FUND (SGL) as of Q1 2015, up from 32 in Q4 2014.
  • Funds reported $39.2M of STRATEGIC GLOBAL INCOME FUND stock for Q1 2015, up 11% quarter-over-quarter.
  • 10 funds opened new STRATEGIC GLOBAL INCOME FUND positions in Q1 2015 and 7 closed out, a net change of +3 holders.
  • The largest STRATEGIC GLOBAL INCOME FUND buyer in Q1 2015 was Wells Fargo, an estimated $1.66M added.
  • The largest STRATEGIC GLOBAL INCOME FUND seller in Q1 2015 was Ancora Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2015.