Institutional Holders (2026 Q1)
85 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HQL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Closed-End Fund Advisors, Inc. | 0.44% | 26,503 | $431K |
| 2 | Saba Capital Management, L.P. | 0.43% | 947,346 | $15.4M |
| 3 | Shaker Financial Services, LLC | 0.42% | 74,217 | $1.2M |
| 4 | PMG Family Office LLC | 0.42% | 23,061 | $375K |
| 5 | Formidable Asset Management, LLC | 0.41% | 158,385 | $2.7M |
| 6 | Needham Investment Management LLC | 0.36% | 429,573 | $7.0M |
| 7 | Decision Investments, Inc | 0.33% | 17,704 | $288K |
| 8 | 180 Wealth Advisors, LLC | 0.28% | 149,558 | $2.4M |
| 9 | Flagship Harbor Advisors, LLC | 0.27% | 382,717 | $6.2M |
| 10 | Z3 Capital Partners, LLC | 0.27% | 66,849 | $1.1M |
| 11 | Blue Bell Private Wealth Management, LLC | 0.21% | 87,896 | $1.4M |
| 12 | Rivernorth Capital Management, LLC | 0.16% | 198,730 | $3.2M |
| 13 | 1607 Capital Partners, LLC | 0.12% | 104,063 | $1.7M |
| 14 | Kapstone Financial Advisors LLC | 0.09% | 11,217 | $183K |
| 15 | Uhlmann Price Securities, LLC | 0.09% | 77,857 | $1.3M |
| 16 | Absolute Investment Advisers, LLC | 0.07% | 35,755 | $582K |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 0.06% | 11,076 | $180K |
| 18 | KPP Advisory Services LLC | 0.06% | 24,591 | $400K |
| 19 | Almitas Capital LLC | 0.05% | 14,875 | $242K |
| 20 | Advisors Asset Management, Inc. | 0.04% | 160,418 | $2.6M |
| 21 | Quarry LP | 0.04% | 14,132 | $230K |
| 22 | Live Oak Private Wealth LLC | 0.03% | 13,223 | $215K |
| 23 | WNY Asset Management, LLC | 0.02% | 14,710 | $239K |
| 24 | World Investment Advisors | 0.02% | 91,016 | $1.5M |
| 25 | Baldwin Investment Management, LLC | 0.02% | 10,094 | $164K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|