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EAD

Allspring Income Opportunities Fund
EAD

65 hedge funds and large institutions have $96M invested in Allspring Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% more capital invested

Capital invested by funds: $92.6M → $96M (+$3.4M)

0.57% less ownership

Funds ownership: 23.1% → 22.53% (-0.57%)

2% less funds holding

Funds holding: 66 → 65 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$4.62M
2
PPA
Parametric Portfolio Associates
Washington
+$2.19M
3
SFS
Shaker Financial Services
Virginia
+$1.76M
4
MGWM
Marks Group Wealth Management
Minnesota
+$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.03M

Top Sellers

1
SCM
Saba Capital Management
New York
-$9.77M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.85M
3
Morgan Stanley
Morgan Stanley
New York
-$1.76M
4
Goldman Sachs
Goldman Sachs
New York
-$814K
5
UBS Group
UBS Group
Switzerland
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$530K +$11.5K +1,680 +2%
WAM
27
Wolverine Asset Management
Illinois
$498K -$105K -15,290 -18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$498K +$234K +34,045 +92%
LCM
29
Landscape Capital Management
New Jersey
$478K -$42.1K -6,140 -8%
LPL Financial
30
LPL Financial
California
$471K +$23.3K +3,393 +5%
KWM
31
Kingsview Wealth Management
Oregon
$434K +$424K +61,826 New
SIM
32
Sonora Investment Management
Arizona
$404K – – –
Baird Financial Group
33
Baird Financial Group
Wisconsin
$401K -$27.8K -4,053 -7%
HSA
34
HBK Sorce Advisory
Pennsylvania
$384K +$22K +3,209 +6%
CAN
35
Cetera Advisor Networks
California
$285K +$24.7K +3,600 +10%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$273K +$51.2K +7,457 +24%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$267K – – –
CIA
38
Capital Investment Advisors
Georgia
$237K -$13.2K -1,917 -5%
MA
39
MUFG Americas
New York
$234K +$22.6K +3,300 New
CC
40
Claybrook Capital
Massachusetts
$223K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$185K -$2.24K -327 -1%
MML Investors Services
42
MML Investors Services
Massachusetts
$167K +$1.46K +212 +0.9%
SWM
43
SeaCrest Wealth Management
New York
$129K +$6.87K +1,001 +6%
RJA
44
Raymond James & Associates
Florida
$122K -$37.4K -5,453 -24%
EWM
45
Edge Wealth Management
New York
$119K – – –
Citigroup
46
Citigroup
New York
$100K -$20.2K -2,947 -17%
Ameriprise
47
Ameriprise
Minnesota
$97K -$113K -16,491 -54%
CRC
48
Curi RMB Capital
Illinois
$96K -$438K -63,786 -82%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$92K +$5.17K +754 +6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$90K +$11.9K +1,731 +16%
1
2
3

EAD Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2020, worth a combined $96M — up 3.7% from $92.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EAD and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 27 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.62M. The largest seller was Saba Capital Management, cutting an estimated $9.77M.

  • 65 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $96M of Allspring Income Opportunities Fund stock for Q2 2020, up 3.7% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q2 2020 and 9 closed out, a net change of -1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $4.62M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2020 was Saba Capital Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q2 2020.