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EAD

Allspring Income Opportunities Fund
EAD

77 hedge funds and large institutions have $81.3M invested in Allspring Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 22.05% → 21.36% (-0.69%)

4% less capital invested

Capital invested by funds: $84.9M → $81.3M (-$3.62M)

3% less funds holding

Funds holding: 79 → 77 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

56% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 36

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.6M
2
WAM
Wolverine Asset Management
Illinois
+$742K
3
GC
Guggenheim Capital
Illinois
+$615K
4
LIA
Luken Investment Analytics
Tennessee
+$464K
5
LSC
Logan Stone Capital
Illinois
+$292K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.74M
2
SIA
Sit Investment Associates
Minnesota
-$1.38M
3
Cohen & Steers
Cohen & Steers
New York
-$1.17M
4
Invesco
Invesco
Georgia
-$425K
5
AAM
Advisors Asset Management
Colorado
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$395K +$12.2K +1,860 +3%
CC
27
Claybrook Capital
Massachusetts
$355K – – –
SIMG
28
Sonora Investment Management Group
Arizona
$321K – – –
LSC
29
Logan Stone Capital
Illinois
$281K +$292K +44,432 New
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$266K +$132 +20 +0%
CAN
31
Cetera Advisor Networks
California
$255K -$8.32K -1,266 -3%
RJA
32
Raymond James & Associates
Florida
$234K +$11.5K +1,752 +5%
CWM
33
Collaborative Wealth Management
Florida
$224K -$3.59K -546 -2%
CCFM
34
Clear Creek Financial Management
Washington
$220K -$3.61K -549 -2%
LCM
35
Landscape Capital Management
New Jersey
$210K +$60.2K +9,148 +38%
Bank of America
36
Bank of America
North Carolina
$195K +$6.81K +1,035 +3%
AWM
37
AE Wealth Management
Kansas
$191K -$55.9K -8,501 -22%
LFAS
38
Level Four Advisory Services
Texas
$190K +$86.4K +13,140 +78%
MML Investors Services
39
MML Investors Services
Massachusetts
$160K -$28.8K -4,381 -15%
CIA
40
Capital Investment Advisors
Georgia
$156K -$8.38K -1,275 -5%
Mariner
41
Mariner
Kansas
$147K -$5.61K -853 -4%
AA
42
AQR Arbitrage
Connecticut
$129K +$134K +20,343 New
OC
43
Oppenheimer & Co
New York
$127K – – –
SIC
44
Samalin Investment Counsel
New York
$101K -$35.4K -5,379 -25%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$82.1K -$81.2K -12,348 -49%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$80K +$64.8K +9,848 +363%
KAS
47
Kestra Advisory Services
Texas
$77.5K -$85.9K -13,063 -52%
Northern Trust
48
Northern Trust
Illinois
$76.5K – – –
WMA
49
West Michigan Advisors
Michigan
$76K – – –
HSA
50
HBK Sorce Advisory
Pennsylvania
$75K -$183K -27,821 -70%
1
2
3 4

EAD Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2023, worth a combined $81.3M — down 4.3% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EAD and 8 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 16 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.

  • 77 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2023, down from 79 in Q4 2022.
  • Funds reported $81.3M of Allspring Income Opportunities Fund stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.6M added.
  • The largest Allspring Income Opportunities Fund seller in Q1 2023 was Morgan Stanley, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2023.