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EAD

Allspring Income Opportunities Fund
EAD

65 hedge funds and large institutions have $96M invested in Allspring Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% more capital invested

Capital invested by funds: $92.6M → $96M (+$3.4M)

0.57% less ownership

Funds ownership: 23.1% → 22.53% (-0.57%)

2% less funds holding

Funds holding: 66 → 65 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.62M
2
PPA
Parametric Portfolio Associates
Washington
+$2.19M
3
SFS
Shaker Financial Services
Virginia
+$1.76M
4
MGWM
Marks Group Wealth Management
Minnesota
+$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$9.77M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.85M
3
Morgan Stanley
Morgan Stanley
New York
-$1.76M
4
Goldman Sachs
Goldman Sachs
New York
-$814K
5
UBS Group
UBS Group
Switzerland
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
51
Doliver Advisors
Texas
$89K -$15.4K -2,239 -15%
Truist Financial
52
Truist Financial
North Carolina
$76K +$73.9K +10,774 New
PAG
53
Private Advisor Group
New Jersey
$50K +$48.6K +7,075 New
CFGS
54
Concourse Financial Group Securities
Alabama
$49K +$20.6K +3,000 +77%
APWA
55
Atlas Private Wealth Advisors
New Jersey
$44K +$42.6K +6,200 New
PFO
56
Pathstone Family Office
New Jersey
$19K +$2.03K +296 +12%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
CFD
58
Creative Financial Designs
Indiana
$12K – – –
RIA
59
RPG Investment Advisory
California
$4K +$3.43K +500 New
HNB
60
Huntington National Bank
Ohio
$2K – – –
WLPWM
61
Walled Lake Planning & Wealth Management
Illinois
$2K +$41 +6 +3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.83K +267 New
Northern Trust
63
Northern Trust
Illinois
$1K – – –
SFS
64
Sowell Financial Services
Arkansas
$1K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$2.85M -465,000 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$304K -47,599 Closed
PCM
67
Price Capital Management
Louisiana
– -$246K -38,535 Closed
LA
68
LexAurum Advisors
Kansas
– -$213K -33,415 Closed
BRWM
69
B. Riley Wealth Management
Tennessee
– -$111K -17,400 Closed
ASN
70
Advisory Services Network
Georgia
– -$29K -4,500 Closed
PA
71
Parallel Advisors
California
– -$4K -730 Closed
MF
72
Manchester Financial
California
– +$7 +1 +3%
1 2
3

EAD Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2020, worth a combined $96M — up 3.7% from $92.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EAD and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 27 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.62M. The largest seller was Saba Capital Management, cutting an estimated $9.77M.

  • 65 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $96M of Allspring Income Opportunities Fund stock for Q2 2020, up 3.7% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q2 2020 and 9 closed out, a net change of -1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $4.62M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2020 was Saba Capital Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q2 2020.