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ACP

abrdn Income Credit Strategies Fund

52 hedge funds and large institutions have $58M invested in abrdn Income Credit Strategies Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

16% more funds holding

Funds holding: 4552 (+7)

0.24% less ownership

Funds ownership: 16.58%16.35% (-0.24%)

1% less capital invested

Capital invested by funds: $58.7M → $58M (-$733K)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.2M +$10.9M +1,731,896 +348%
SIA
2
Sit Investment Associates
Minnesota
$12.6M +$122K +19,275 +1%
GC
3
Guggenheim Capital
Illinois
$4.71M -$305K -48,391 -7%
CIA
4
Capital Investment Advisors
Georgia
$2.4M -$60.3K -9,569 -3%
LPL Financial
5
LPL Financial
California
$2.38M -$151K -23,911 -6%
CCP
6
Clough Capital Partners
Massachusetts
$2.04M -$5.48M -869,511 -74%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.88M -$722K -114,430 -29%
LCM
8
Landscape Capital Management
New Jersey
$1.68M +$1.56M +247,350 New
SFS
9
Shaker Financial Services
Virginia
$1.66M +$1.52M +241,241 New
QL
10
Quarry LP
New York
$1.49M +$757 +120 +0.1%
NAS
11
NWF Advisory Services
California
$1.07M -$1.26K -200 -0.1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$992K +$101K +15,996 +12%
UBS Group
13
UBS Group
Switzerland
$869K +$52.4K +8,315 +7%
AAM
14
Advisors Asset Management
Colorado
$799K -$1.08M -170,502 -59%
ACA
15
Aptus Capital Advisors
Alabama
$771K +$715K +113,408 New
Invesco
16
Invesco
Georgia
$726K +$7.29K +1,156 +1%
OPWM
17
Oxinas Partners Wealth Management
Indiana
$713K -$13K -2,068 -2%
NA
18
NewEdge Advisors
Louisiana
$696K +$1.17K +185 +0.2%
JP Morgan Chase
19
JP Morgan Chase
New York
$581K +$391K +62,029 +265%
IWC
20
Integrated Wealth Concepts
Massachusetts
$560K -$2.87K -455 -0.5%
Walleye Capital
21
Walleye Capital
New York
$375K +$348K +55,191 New
YCM
22
Yakira Capital Management
Connecticut
$340K -$134K -21,297 -30%
RJA
23
Raymond James & Associates
Florida
$336K +$1.52K +241 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$320K -$8.15K -1,292 -3%
MWM
25
Melfa Wealth Management
Massachusetts
$255K -$460 -73 -0.2%

ACP Hedge Fund Activity: Q4 2023 in Review

52 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Income Credit Strategies Fund (ACP) for Q4 2023, worth a combined $58M — down 1.2% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ACP positions and 4 closed out — a net gain of 7 holders — while 14 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $8.21M.

  • 52 institutional investors held abrdn Income Credit Strategies Fund (ACP) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $58M of abrdn Income Credit Strategies Fund stock for Q4 2023, down 1.2% quarter-over-quarter.
  • 11 funds opened new abrdn Income Credit Strategies Fund positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest abrdn Income Credit Strategies Fund buyer in Q4 2023 was Morgan Stanley, an estimated $10.9M added.
  • The largest abrdn Income Credit Strategies Fund seller in Q4 2023 was Wells Fargo, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2023.