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EAD

Allspring Income Opportunities Fund
EAD

68 hedge funds and large institutions have $140M invested in Allspring Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more funds holding

Funds holding: 63 → 68 (+5)

4.79% less ownership

Funds ownership: 30.61% → 25.82% (-4.8%)

9% less capital invested

Capital invested by funds: $154M → $140M (-$13.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
30
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$6.67M
2
EVM
Eaton Vance Management
Massachusetts
+$5.18M
3
UBS Group
UBS Group
Switzerland
+$2.41M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.68M
5
SFS
Shaker Financial Services
Virginia
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$39.9M
2
Invesco
Invesco
Georgia
-$3.74M
3
TAM
Trust Asset Management
Texas
-$2.84M
4
WAM
Weiss Asset Management
Massachusetts
-$294K
5
LPL Financial
LPL Financial
California
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$480K +$16.6K +2,151 +4%
Bank of America
27
Bank of America
North Carolina
$458K -$23K -2,973 -5%
SIM
28
Sonora Investment Management
Arizona
$454K – – –
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$449K +$2.01K +260 +0.5%
WAM
30
Wolverine Asset Management
Illinois
$418K +$364K +47,061 +776%
SCP
31
Shorepoint Capital Partners
Massachusetts
$394K +$386K +50,000 New
MML Investors Services
32
MML Investors Services
Massachusetts
$365K +$1.13K +146 +0.3%
HSA
33
HBK Sorce Advisory
Pennsylvania
$350K -$30.1K -3,900 -8%
PAS
34
Park Avenue Securities
New York
$342K +$31.5K +4,083 +10%
AG
35
Advisor Group
Arizona
$311K +$6.07K +785 +2%
Ameriprise
36
Ameriprise
Minnesota
$303K -$88.2K -11,414 -23%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$286K +$4.19K +542 +2%
CIA
38
Capital Investment Advisors
Georgia
$266K -$70.2K -9,090 -21%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$265K +$260K +33,690 New
CAN
40
Cetera Advisor Networks
California
$250K +$66.5K +8,600 +37%
CC
41
Claybrook Capital
Massachusetts
$250K +$245K +31,750 New
SWP
42
Stratos Wealth Partners
Ohio
$247K +$54.1K +7,000 +29%
RJA
43
Raymond James & Associates
Florida
$238K +$28.3K +3,665 +14%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$223K -$20.2K -2,612 -8%
TSS
45
Two Sigma Securities
New York
$222K +$218K +28,183 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$203K -$417 -54 -0.2%
FIA
47
FNY Investment Advisers
New York
$187K +$182K +23,556 +8,724%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$166K +$3.71K +480 +2%
SWM
49
SeaCrest Wealth Management
New York
$161K +$34.2K +4,432 +28%
BFM
50
Boothbay Fund Management
New York
$146K +$143K +18,480 New
1
2
3 4

EAD Hedge Fund Activity: Q1 2019 in Review

68 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2019, worth a combined $140M — down 8.9% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EAD positions and 10 closed out — a net gain of 5 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $6.67M. The largest seller was Saba Capital Management, cutting an estimated $39.9M.

  • 68 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $140M of Allspring Income Opportunities Fund stock for Q1 2019, down 8.9% quarter-over-quarter.
  • 15 funds opened new Allspring Income Opportunities Fund positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q1 2019 was Bramshill Investments, an estimated $6.67M added.
  • The largest Allspring Income Opportunities Fund seller in Q1 2019 was Saba Capital Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2019.