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SGL

STRATEGIC GLOBAL INCOME FUND
SGL

Delisted

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

27 hedge funds and large institutions have $63.6M invested in STRATEGIC GLOBAL INCOME FUND in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $56.8M → $63.6M (+$6.84M)

10% less funds holding

Funds holding: 3027 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.8M +$1.77K +204 +0%
SIA
2
Sit Investment Associates
Minnesota
$17.2M +$4.55M +523,928 +37%
IA
3
Icon Advisers
Colorado
$8.2M +$2.39M +274,824 +43%
RCM
4
Rivernorth Capital Management
Florida
$4.74M
WAM
5
Weiss Asset Management
Massachusetts
$2.15M +$1.01M +116,718 +93%
YCM
6
Yakira Capital Management
Connecticut
$1.74M +$892K +102,584 +111%
Invesco
7
Invesco
Georgia
$1.6M -$648K -74,511 -29%
BI
8
Bulldog Investors
New Jersey
$1.34M -$17.1K -1,967 -1%
LPL Financial
9
LPL Financial
California
$1.21M -$22.2K -2,559 -2%
SCM
10
Saba Capital Management
New York
$752K
MIC
11
Meridian Investment Counsel
California
$628K +$3.12K +359 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$400K +$83.7K +9,628 +27%
Bank of America
13
Bank of America
North Carolina
$212K -$6K -690 -3%
RJA
14
Raymond James & Associates
Florida
$143K +$139K +16,017 New
WS
15
Wedbush Securities
California
$129K -$55K -6,328 -30%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$104K +$101K +11,650 New
AA
17
Ancora Advisors
Ohio
$96K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$72K +$4.04K +465 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$62K
IWMPD
20
Integrated Wealth Management (Palm Desert)
California
$24K
PSC
21
Prentiss Smith & Co
Vermont
$24K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$18K
KT
23
Kanaly Trust
Texas
$9K
TRCT
24
Tower Research Capital (TRC)
New York
$2K +$1.98K +228 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K -$1.68K -193 -56%

SGL Hedge Fund Activity: Q1 2016 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in STRATEGIC GLOBAL INCOME FUND (SGL) for Q1 2016, worth a combined $63.6M — up 12% from $56.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGL and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.55M. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $2.26M sold.

  • 27 institutional investors held STRATEGIC GLOBAL INCOME FUND (SGL) as of Q1 2016, down from 30 in Q4 2015.
  • Funds reported $63.6M of STRATEGIC GLOBAL INCOME FUND stock for Q1 2016, up 12% quarter-over-quarter.
  • 3 funds opened new STRATEGIC GLOBAL INCOME FUND positions in Q1 2016 and 6 closed out, a net change of -3 holders.
  • The largest STRATEGIC GLOBAL INCOME FUND buyer in Q1 2016 was Sit Investment Associates, an estimated $4.55M added.
  • The largest STRATEGIC GLOBAL INCOME FUND seller in Q1 2016 was Financial & Investment Management Group, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2016.