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EAD

Allspring Income Opportunities Fund

52 hedge funds and large institutions have $100M invested in Allspring Income Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

1.51% less ownership

Funds ownership: 19.76%18.25% (-1.5%)

7% less funds holding

Funds holding: 5652 (-4)

25% less capital invested

Capital invested by funds: $133M → $100M (-$32.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$743K +$147K +18,446 +23%
LPL Financial
27
LPL Financial
California
$705K -$589K -73,898 -44%
AllianceBernstein
28
AllianceBernstein
Tennessee
$587K +$618K +77,540 New
EVM
29
Eaton Vance Management
Massachusetts
$548K +$566K +70,983 New
Citigroup
30
Citigroup
New York
$480K +$3.94K +494 +0.8%
CIA
31
Capital Investment Advisors
Georgia
$446K -$4.03K -505 -0.9%
HCM
32
Hollencrest Capital Management
California
$355K -$22.3K -2,800 -6%
Bank of America
33
Bank of America
North Carolina
$297K -$54K -6,778 -15%
UR
34
USCA RIA
Texas
$250K +$7.97K +1,000 +3%
AIG
35
American International Group
New York
$235K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$218K +$1.17K +147 +0.5%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$194K +$5.58K +700 +3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$175K +$14.9K +1,870 +9%
VKH
39
Virtu KCG Holdings
New York
$127K -$34.3K -4,306 -20%
PAM
40
PVG Asset Management
Colorado
$121K -$4.62K -580 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$89K +$6.84K +858 +8%
US Bancorp
42
US Bancorp
Minnesota
$80K
UCFA
43
United Capital Financial Advisors
Texas
$79K
MFS
44
MSI Financial Services
Massachusetts
$52K +$1.03K +129 +2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$38K -$11.8K -1,476 -23%
CG
46
Colony Group
Massachusetts
$38K
ASN
47
Advisory Services Network
Georgia
$30K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$26K -$6.89K -865 -20%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$23K +$23.9K +3,000 New
Wells Fargo
50
Wells Fargo
California
$9K +$9.72K +1,220 New

EAD Hedge Fund Activity: Q3 2015 in Review

52 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2015, worth a combined $100M — down 25% from $133M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EAD and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was Invesco, opening a new position worth an estimated $6.31M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $9.73M sold.

  • 52 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2015, down from 56 in Q2 2015.
  • Funds reported $100M of Allspring Income Opportunities Fund stock for Q3 2015, down 25% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q3 2015 and 11 closed out, a net change of -3 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2015 was Invesco, an estimated $6.31M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2015 was Scopus Asset Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q3 2015.