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EAD

Allspring Income Opportunities Fund

80 hedge funds and large institutions have $112M invested in Allspring Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $82.2M → $112M (+$29.8M)

6.05% more ownership

Funds ownership: 22.35%28.4% (+6%)

5% more funds holding

Funds holding: 7680 (+4)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Selway Asset Management
$555K -$102K -16,550 -16%
SWP
27
Stratos Wealth Partners
Ohio
$505K -$221K -35,900 -32%
NA
28
NewEdge Advisors
Louisiana
$453K +$46.8K +7,600 +12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$393K +$3.76K +611 +1%
Lido Advisors
30
Lido Advisors
California
$369K +$345K +56,161 New
LIA
31
Luken Investment Analytics
Tennessee
$357K -$743K -120,792 -69%
RCM
32
Rivernorth Capital Management
Florida
$347K +$328K +53,284 New
RJA
33
Raymond James & Associates
Florida
$329K -$4.28K -696 -1%
BFM
34
Boothbay Fund Management
New York
$287K +$123K +20,000 +83%
Bank of America
35
Bank of America
North Carolina
$260K +$63.3K +10,284 +35%
Creative Planning
36
Creative Planning
Kansas
$258K -$172K -28,025 -41%
CAN
37
Cetera Advisor Networks
California
$257K
CWM
38
Collaborative Wealth Management
Florida
$212K -$13.6K -2,215 -6%
CCFM
39
Clear Creek Financial Management
Washington
$207K -$30.9K -5,027 -14%
SIMG
40
Sonora Investment Management Group
Arizona
$201K
EAM
41
Eschler Asset Management
United Kingdom
$194K -$92.3K -15,000 -34%
MML Investors Services
42
MML Investors Services
Massachusetts
$190K +$8.61K +1,400 +5%
WAM
43
Wolverine Asset Management
Illinois
$187K -$1.07M -173,371 -86%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$176K +$8.88K +1,443 +6%
CIA
45
Capital Investment Advisors
Georgia
$152K -$2.31K -375 -2%
Mariner
46
Mariner
Kansas
$148K -$6.07K -987 -4%
CAS
47
CTC Alternative Strategies
Illinois
$141K +$133K +21,596 New
Jane Street
48
Jane Street
New York
$122K +$115K +18,709 New
Nomura Holdings
49
Nomura Holdings
Japan
$110K +$104K +16,930 New
OC
50
Oppenheimer & Co
New York
$105K

EAD Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2023, worth a combined $112M — up 36% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EAD positions and 10 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Bramshill Investments, cutting an estimated $6.08M.

  • 80 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $112M of Allspring Income Opportunities Fund stock for Q4 2023, up 36% quarter-over-quarter.
  • 16 funds opened new Allspring Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2023 was Bramshill Investments, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2023.