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EAD

Allspring Income Opportunities Fund

76 hedge funds and large institutions have $82.2M invested in Allspring Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 7276 (+4)

0.45% more ownership

Funds ownership: 21.9%22.35% (+0.45%)

3% less capital invested

Capital invested by funds: $85.1M → $82.2M (-$2.97M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$516K +$535K +84,564 New
Creative Planning
27
Creative Planning
Kansas
$413K +$428K +67,660 New
NA
28
NewEdge Advisors
Louisiana
$375K -$68.3K -10,800 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$364K +$1.55K +245 +0.4%
LCM
30
Landscape Capital Management
New Jersey
$360K +$133K +20,974 +55%
CC
31
Claybrook Capital
Massachusetts
$343K
RJA
32
Raymond James & Associates
Florida
$312K -$2.73K -431 -0.8%
EAM
33
Eschler Asset Management
United Kingdom
$268K +$278K +44,000 New
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$257K
CAN
35
Cetera Advisor Networks
California
$240K -$9.71K -1,536 -4%
KAS
36
KPP Advisory Services
Kentucky
$236K +$245K +38,671 New
CCFM
37
Clear Creek Financial Management
Washington
$224K +$8.22K +1,300 +4%
CWM
38
Collaborative Wealth Management
Florida
$212K -$3.16K -500 -1%
SIMG
39
Sonora Investment Management Group
Arizona
$188K -$126K -19,930 -39%
Bank of America
40
Bank of America
North Carolina
$181K +$310 +49 +0.2%
MML Investors Services
41
MML Investors Services
Massachusetts
$169K +$3.75K +593 +2%
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$155K +$4.29K +678 +3%
BFM
43
Boothbay Fund Management
New York
$146K +$52.2K +8,248 +52%
CIA
44
Capital Investment Advisors
Georgia
$145K -$221 -35 -0.1%
Mariner
45
Mariner
Kansas
$144K -$9.27K -1,466 -6%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$131K +$26.3K +4,157 +24%
FSI
47
Flow State Investments
Illinois
$115K +$119K +18,798 New
JP Morgan Chase
48
JP Morgan Chase
New York
$99.9K -$56.5K -8,941 -35%
OC
49
Oppenheimer & Co
New York
$98.2K -$25.3K -4,000 -20%
Northern Trust
50
Northern Trust
Illinois
$82.4K -$4.38K -692 -5%

EAD Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2023, worth a combined $82.2M — down 3.5% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EAD positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.59M. The largest seller was Bramshill Investments, cutting an estimated $6.86M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $82.2M of Allspring Income Opportunities Fund stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 12 funds opened new Allspring Income Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of +5 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.59M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2023 was Bramshill Investments, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2023.