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EAD

Allspring Income Opportunities Fund
EAD

66 hedge funds and large institutions have $127M invested in Allspring Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

12% more funds holding

Funds holding: 59 → 66 (+7)

3% more capital invested

Capital invested by funds: $123M → $127M (+$4.19M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 20.31% → 20.09% (-0.22%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
19
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.58M
2
Bessemer Group
Bessemer Group
New Jersey
+$1.91M
3
SIA
Sit Investment Associates
Minnesota
+$1.84M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1M

Top Sellers

1
TAM
Trust Asset Management
Texas
-$7.36M
2
LCM
Laurion Capital Management
New York
-$1.61M
3
AMH
Apollo Management Holdings
New York
-$1M
4
TC
Telemus Capital
Michigan
-$679K
5
AAM
Advisors Asset Management
Colorado
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$64K -$4.8K -587 -7%
MFS
52
MSI Financial Services
Massachusetts
$50K – – –
IA
53
IFP Advisors
Florida
$38K -$6.48K -793 -15%
CG
54
Cutler Group
California
$33K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$25K -$13.3K -1,632 -36%
AA
56
Apriem Advisors
California
$21K +$20.5K +2,513 New
Creative Planning
57
Creative Planning
Kansas
$19K +$9.97K +1,220 +122%
SF
58
Synovus Financial
Georgia
$17K – – –
US Bancorp
59
US Bancorp
Minnesota
$13K +$12.4K +1,516 New
PCM
60
Penserra Capital Management
California
$9K +$1.03K +126 +12%
FCB
61
First Command Bank
Texas
$9K +$8.99K +1,100 New
FCFS
62
First Command Financial Services
Texas
$9K +$8.99K +1,100 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.48K +303 New
Wells Fargo
64
Wells Fargo
California
$3K +$2.48K +303 New
Citigroup
65
Citigroup
New York
$2K -$33 -4 -1%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$1K -$7.59K -929 -89%
Northern Trust
68
Northern Trust
Illinois
– -$4K -46,730 Closed
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
– -$353K -42,250 Closed
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
– -$25K -3,000 Closed
GWS
71
Glassman Wealth Services
Virginia
– -$12K -1,400 Closed
CHP
72
Cable Hill Partners
Oregon
– -$1K -173 Closed
1 2
3

EAD Hedge Fund Activity: Q4 2016 in Review

66 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2016, worth a combined $127M — up 3.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EAD positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.58M. The largest seller was Trust Asset Management, cutting an estimated $7.36M.

  • 66 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $127M of Allspring Income Opportunities Fund stock for Q4 2016, up 3.4% quarter-over-quarter.
  • 13 funds opened new Allspring Income Opportunities Fund positions in Q4 2016 and 5 closed out, a net change of +8 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $2.58M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2016 was Trust Asset Management, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2016.