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SGL

STRATEGIC GLOBAL INCOME FUND
SGL

Delisted

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

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: 3137 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.18M +$3.2M +353,596 +80%
FIMG
2
Financial & Investment Management Group
Michigan
$4.68M +$635K +70,126 +16%
Invesco
3
Invesco
Georgia
$3.33M -$604K -66,666 -15%
Morgan Stanley
4
Morgan Stanley
New York
$2.48M -$428K -47,207 -15%
RCM
5
Rivernorth Capital Management
Florida
$2.13M +$892K +98,515 +72%
KIM
6
Karpus Investment Management
New York
$1.59M +$501K +55,344 +46%
GC
7
Guggenheim Capital
Illinois
$1.41M -$97.8K -10,791 -6%
DA
8
Doliver Advisors
Texas
$1.05M +$255K +28,134 +32%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.04M -$78.4K -8,653 -7%
SCM
10
Saba Capital Management
New York
$920K +$615K +67,905 +200%
MIC
11
Meridian Investment Counsel
California
$787K +$790K +87,191 New
SFS
12
Shaker Financial Services
Virginia
$481K -$488K -53,911 -50%
OC
13
Oppenheimer & Co
New York
$420K +$46.5K +5,136 +12%
RJA
14
Raymond James & Associates
Florida
$383K +$73.9K +8,161 +24%
LPL Financial
15
LPL Financial
California
$200K -$42.6K -4,698 -18%
LCM
16
Landscape Capital Management
New Jersey
$194K +$195K +21,483 New
HCM
17
Hollencrest Capital Management
California
$175K +$176K +19,407 New
Bank of America
18
Bank of America
North Carolina
$169K +$116K +12,750 +213%
Barclays
19
Barclays
United Kingdom
$162K +$55.4K +6,119 +51%
CWM
20
Concert Wealth Management
California
$150K
Goldman Sachs
21
Goldman Sachs
New York
$111K +$4.53K +500 +4%
SG Americas Securities
22
SG Americas Securities
New York
$110K +$110K +12,189 New
CAN
23
Cetera Advisor Networks
California
$103K +$435 +48 +0.4%
VKH
24
Virtu KCG Holdings
New York
$91K +$91.3K +10,080 New
AAM
25
Advisors Asset Management
Colorado
$84K -$24.8K -2,735 -23%

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.