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EAD

Allspring Income Opportunities Fund
EAD

69 hedge funds and large institutions have $166M invested in Allspring Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more funds holding

Funds holding: 64 → 69 (+5)

1.37% more ownership

Funds ownership: 28.78% → 30.16% (+1.4%)

4% more capital invested

Capital invested by funds: $160M → $166M (+$6.09M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
25
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$5.38M
2
SCM
Saba Capital Management
New York
+$3.19M
3
RCM
Robinson Capital Management
Michigan
+$1.29M
4
UBS Group
UBS Group
Switzerland
+$1.16M
5
MML Investors Services
MML Investors Services
Massachusetts
+$377K

Top Sellers

1
TAM
Trust Asset Management
Texas
-$5.56M
2
Ameriprise
Ameriprise
Minnesota
-$462K
3
GC
Guggenheim Capital
Illinois
-$414K
4
AAM
Advisors Asset Management
Colorado
-$262K
5
Goldman Sachs
Goldman Sachs
New York
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Sonora Investment Management
Arizona
$456K – – –
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$450K – – –
Walleye Capital
28
Walleye Capital
New York
$414K +$418K +52,300 New
HSA
29
HBK Sorce Advisory
Pennsylvania
$384K +$1.21K +152 +0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$374K +$377K +47,250 New
CIA
31
Capital Investment Advisors
Georgia
$347K -$7.99K -1,000 -2%
Creative Planning
32
Creative Planning
Kansas
$344K +$347K +43,412 New
AG
33
Advisor Group
Arizona
$319K -$61.7K -7,732 -16%
PAS
34
Park Avenue Securities
New York
$316K +$29.6K +3,701 +10%
RJA
35
Raymond James & Associates
Florida
$311K +$23.8K +2,985 +8%
EWM
36
Edge Wealth Management
New York
$257K +$1.15K +144 +0.4%
CC
37
Claybrook Capital
Massachusetts
$251K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$242K +$244K +30,599 New
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$230K +$42.3K +5,300 +22%
DA
40
Doliver Advisors
Texas
$211K +$17.9K +2,238 +9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$204K -$7.62K -954 -4%
CCP
42
Clough Capital Partners
Massachusetts
$188K – – –
SWP
43
Stratos Wealth Partners
Ohio
$177K +$27.1K +3,400 +18%
CAN
44
Cetera Advisor Networks
California
$176K +$178K +22,325 New
WAM
45
Wolverine Asset Management
Illinois
$167K +$168K +21,095 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$165K +$167K +20,861 New
CRC
47
Curi RMB Capital
Illinois
$163K +$164K +20,600 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$158K +$160K +20,024 New
TSS
49
Two Sigma Securities
New York
$144K +$57.9K +7,256 +67%
NMC
50
Nine Masts Capital
Hong Kong
$115K +$43.1K +5,400 +59%
1
2
3 4

EAD Hedge Fund Activity: Q3 2018 in Review

69 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2018, worth a combined $166M — up 3.8% from $160M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EAD positions and 11 closed out — a net gain of 5 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, adding an estimated $5.38M. The largest seller was Trust Asset Management, exiting entirely with an estimated $5.56M sold.

  • 69 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $166M of Allspring Income Opportunities Fund stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 16 funds opened new Allspring Income Opportunities Fund positions in Q3 2018 and 11 closed out, a net change of +5 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2018 was Invesco, an estimated $5.38M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2018 was Trust Asset Management, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2018.