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EAD

Allspring Income Opportunities Fund
EAD

77 hedge funds and large institutions have $109M invested in Allspring Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.31% more ownership

Funds ownership: 25.49% → 26.8% (+1.3%)

2% more capital invested

Capital invested by funds: $107M → $109M (+$1.77M)

0% more funds holding

Funds holding: 77 → 77 (0)

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.34M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.57M
3
GC
Guggenheim Capital
Illinois
+$1.15M
4
SFS
Sowell Financial Services
Arkansas
+$348K
5
Invesco
Invesco
Georgia
+$253K

Top Sellers

1
AA
AQR Arbitrage
Connecticut
-$1.17M
2
RCM
Rivernorth Capital Management
Florida
-$1.04M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$320K
4
Morgan Stanley
Morgan Stanley
New York
-$124K
5
BCA
Bay Colony Advisors
Massachusetts
-$94.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$480K +$28.6K +4,119 +6%
SAM
27
Selway Asset Management
$476K -$2.57K -370 -0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$474K +$43.9K +6,320 +10%
Bank of America
29
Bank of America
North Carolina
$465K +$221K +31,729 +89%
SWP
30
Stratos Wealth Partners
Ohio
$418K -$13.9K -2,000 -3%
Lido Advisors
31
Lido Advisors
California
$390K – – –
NA
32
NewEdge Advisors
Louisiana
$339K -$10.4K -1,500 -3%
PI
33
PFG Investments
New York
$306K -$58.5K -8,420 -16%
LIA
34
Luken Investment Analytics
Tennessee
$290K – – –
COLIM
35
City of London Investment Management
United Kingdom
$227K – – –
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$217K +$6.3K +907 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$212K -$4.67K -672 -2%
KAS
38
KPP Advisory Services
Kentucky
$211K +$4.02K +578 +2%
SIMG
39
Sonora Investment Management Group
Arizona
$210K – – –
TCA
40
Transcend Capital Advisors
New Jersey
$207K – – –
CCFM
41
Clear Creek Financial Management
Washington
$205K – – –
CL
42
Choreo LLC
Illinois
$176K +$14.5K +2,091 +9%
CIA
43
Capital Investment Advisors
Georgia
$158K – – –
Mariner
44
Mariner
Kansas
$156K +$7.63K +1,097 +5%
CA
45
Clearstead Advisors
Ohio
$116K +$35.6K +5,120 +44%
CWM
46
Collaborative Wealth Management
Florida
$115K – – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$113K +$758 +109 +0.7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$112K +$6.27K +902 +6%
AWM
49
Avior Wealth Management
Nebraska
$96.8K +$3.81K +548 +4%
SNWA
50
Siligmueller & Norvid Wealth Advisors
Illinois
$91.3K +$92.1K +13,250 New
1
2
3 4

EAD Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2024, worth a combined $109M — up 1.7% from $107M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EAD positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.34M. The largest seller was AQR Arbitrage, cutting an estimated $1.17M.

  • 77 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $109M of Allspring Income Opportunities Fund stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of +1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $3.34M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2024 was AQR Arbitrage, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2024.