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EAD

Allspring Income Opportunities Fund
EAD

76 hedge funds and large institutions have $134M invested in Allspring Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $116M → $134M (+$17.7M)

12% more funds holding

Funds holding: 68 → 76 (+8)

2.65% more ownership

Funds ownership: 23.51% → 26.16% (+2.6%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
26
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$13.3M
2
Cohen & Steers
Cohen & Steers
New York
+$3.51M
3
PCM
Penserra Capital Management
California
+$2.75M
4
BI
Bramshill Investments
Florida
+$769K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$758K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$8.27M
2
AA
AQR Arbitrage
Connecticut
-$657K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$466K
4
CCFM
Clear Creek Financial Management
Washington
-$466K
5
SIA
Sit Investment Associates
Minnesota
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$667K +$651K +78,784 +29,507%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$605K +$15.2K +1,838 +3%
SIM
28
Sonora Investment Management
Arizona
$486K – – –
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$431K +$195K +23,613 +86%
CAN
30
Cetera Advisor Networks
California
$340K +$405 +49 +0.1%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$332K +$10.1K +1,225 +3%
Bank of America
32
Bank of America
North Carolina
$328K -$122K -14,737 -28%
CWM
33
Collaborative Wealth Management
Florida
$310K +$325K +39,291 New
OC
34
Oppenheimer & Co
New York
$288K +$282K +34,100 New
CIA
35
Capital Investment Advisors
Georgia
$283K – – –
CC
36
Claybrook Capital
Massachusetts
$268K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$235K +$10.2K +1,235 +5%
KAS
38
Kestra Advisory Services
Texas
$220K -$12.7K -1,540 -6%
SCP
39
Shorepoint Capital Partners
Massachusetts
$211K -$207K -25,000 -50%
MML Investors Services
40
MML Investors Services
Massachusetts
$202K -$5.49K -664 -3%
KWM
41
Kingsview Wealth Management
Oregon
$190K -$32.2K -3,895 -15%
RJA
42
Raymond James & Associates
Florida
$173K +$28.8K +3,491 +21%
FIA
43
FNY Investment Advisers
New York
$170K +$82.5K +9,980 +98%
Lazard Asset Management
44
Lazard Asset Management
New York
$168K – – –
Ameriprise
45
Ameriprise
Minnesota
$168K +$165K +19,938 New
Citigroup
46
Citigroup
New York
$166K -$183K -22,137 -53%
SWM
47
SeaCrest Wealth Management
New York
$166K +$5.94K +719 +4%
AWM
48
AE Wealth Management
Kansas
$149K +$146K +17,639 New
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$142K +$18.1K +2,188 +15%
MIG
50
Mariner Investment Group
New York
$141K +$138K +16,700 New
1
2
3 4

EAD Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2021, worth a combined $134M — up 15% from $116M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EAD positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $13.3M. The largest seller was Saba Capital Management, cutting an estimated $8.27M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2021, up from 68 in Q4 2020.
  • Funds reported $134M of Allspring Income Opportunities Fund stock for Q1 2021, up 15% quarter-over-quarter.
  • 18 funds opened new Allspring Income Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +8 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $13.3M added.
  • The largest Allspring Income Opportunities Fund seller in Q1 2021 was Saba Capital Management, an estimated $8.27M sold.

Based on aggregated 13F filings for Q1 2021.