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EAD

Allspring Income Opportunities Fund

76 hedge funds and large institutions have $134M invested in Allspring Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $116M → $134M (+$17.7M)

12% more funds holding

Funds holding: 6876 (+8)

2.65% more ownership

Funds ownership: 23.51%26.16% (+2.6%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
51
B. Riley Wealth Management
Tennessee
$134K +$131K +15,900 New
BRWA
52
B. Riley Wealth Advisors
Florida
$119K +$116K +14,093 New
APA
53
American Portfolios Advisors
New York
$106K +$104K +12,585 New
HSA
54
HBK Sorce Advisory
Pennsylvania
$104K -$273K -32,989 -73%
KPWS
55
Kestra Private Wealth Services
Texas
$93K
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$88K -$1.48K -179 -2%
MOS
57
MGO One Seven
Ohio
$85K -$74 -9 -0.1%
EWM
58
Edge Wealth Management
New York
$34K -$107K -13,000 -76%
IAIM
59
International Assets Investment Management
Florida
$33K +$16.4K +1,981 +100%
HI
60
Harbour Investments
Wisconsin
$22K +$21.9K +2,645 New
SIC
61
Salem Investment Counselors
North Carolina
$21K -$26.5K -3,206 -56%
CFD
62
Creative Financial Designs
Indiana
$14K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$12K
APWA
64
Atlas Private Wealth Advisors
New Jersey
$6K
CBT
65
CoreFirst Bank & Trust
Kansas
$6K
EVM
66
Eaton Vance Management
Massachusetts
$3K +$3.34K +404 New
US Bancorp
67
US Bancorp
Minnesota
$3K +$3.38K +409 New
HNB
68
Huntington National Bank
Ohio
$2K
GWM
69
Geneos Wealth Management
Colorado
$2K +$2.66K +322 New
Northern Trust
70
Northern Trust
Illinois
$1K -$31K -3,746 -23%
SFS
71
Sowell Financial Services
Arkansas
$1K -$215 -26 -14%
PAM
72
Panagora Asset Management
Massachusetts
$1K +$835 +101 New
AIC
73
Ameritas Investment Company
Nebraska
$506 +$496 +60 New
AA
74
AQR Arbitrage
Connecticut
-$657K -80,469 Closed
CCFM
75
Clear Creek Financial Management
Washington
-$466K -57,188 Closed

EAD Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2021, worth a combined $134M — up 15% from $116M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EAD positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $13.3M. The largest seller was Saba Capital Management, cutting an estimated $8.27M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2021, up from 68 in Q4 2020.
  • Funds reported $134M of Allspring Income Opportunities Fund stock for Q1 2021, up 15% quarter-over-quarter.
  • 18 funds opened new Allspring Income Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +8 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $13.3M added.
  • The largest Allspring Income Opportunities Fund seller in Q1 2021 was Saba Capital Management, an estimated $8.27M sold.

Based on aggregated 13F filings for Q1 2021.