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EAD

Allspring Income Opportunities Fund
EAD

72 hedge funds and large institutions have $85.1M invested in Allspring Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

5% more capital invested

Capital invested by funds: $81.3M → $85.1M (+$3.87M)

0.55% more ownership

Funds ownership: 21.36% → 21.9% (+0.55%)

6% less funds holding

Funds holding: 77 → 72 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
AA
AQR Arbitrage
Connecticut
+$837K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$562K
4
Invesco
Invesco
Georgia
+$244K
5
SFS
Shaker Financial Services
Virginia
+$218K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.6M
2
LSC
Logan Stone Capital
Illinois
-$281K
3
LFAS
Level Four Advisory Services
Texas
-$190K
4
AAM
Advisors Asset Management
Colorado
-$122K
5
AWM
AE Wealth Management
Kansas
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$466K +$14.5K +2,300 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$384K -$19.1K -3,014 -5%
CC
28
Claybrook Capital
Massachusetts
$362K – – –
RJA
29
Raymond James & Associates
Florida
$332K +$92.5K +14,627 +40%
SIMG
30
Sonora Investment Management Group
Arizona
$327K – – –
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$271K – – –
CAN
32
Cetera Advisor Networks
California
$264K +$3.61K +571 +1%
LCM
33
Landscape Capital Management
New Jersey
$245K +$30.1K +4,763 +14%
CCFM
34
Clear Creek Financial Management
Washington
$229K +$4.1K +648 +2%
CWM
35
Collaborative Wealth Management
Florida
$228K -$323 -51 -0.1%
Bank of America
36
Bank of America
North Carolina
$191K -$7.86K -1,243 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$175K +$11.7K +1,856 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$163K +$160K +25,310 New
Mariner
39
Mariner
Kansas
$162K +$11.8K +1,864 +8%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K +$157K +24,802 New
CIA
41
Capital Investment Advisors
Georgia
$153K -$5.69K -900 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$134K +$64.9K +10,268 +98%
OC
43
Oppenheimer & Co
New York
$130K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$112K -$75.4K -11,925 -41%
BFM
45
Boothbay Fund Management
New York
$102K +$99.6K +15,752 New
Northern Trust
46
Northern Trust
Illinois
$91.6K +$13.4K +2,118 +18%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$88.7K +$4.89K +774 +6%
KAS
48
Kestra Advisory Services
Texas
$84.4K +$5.36K +847 +7%
AWM
49
AE Wealth Management
Kansas
$83.9K -$108K -17,138 -57%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$83K +$1.58K +250 +2%
1
2
3 4

EAD Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2023, worth a combined $85.1M — up 4.8% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EAD and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Cohen & Steers, cutting an estimated $1.6M.

  • 72 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2023, down from 77 in Q1 2023.
  • Funds reported $85.1M of Allspring Income Opportunities Fund stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new Allspring Income Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $2.13M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2023 was Cohen & Steers, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.