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EAD

Allspring Income Opportunities Fund

70 hedge funds and large institutions have $140M invested in Allspring Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

5% more capital invested

Capital invested by funds: $134M → $140M (+$6.06M)

0.01% more ownership

Funds ownership: 26.16%26.17% (+0.01%)

8% less funds holding

Funds holding: 7670 (-6)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$95K +$93.5K +10,817 New
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$91K -$69 -8 -0.1%
MOS
53
MGO One Seven
Ohio
$89K -$104 -12 -0.1%
TFO
54
Tarbox Family Office
California
$64K +$63.1K +7,300 New
ASN
55
Advisory Services Network
Georgia
$40K +$38.9K +4,500 New
EWM
56
Edge Wealth Management
New York
$35K
SPIA
57
Steward Partners Investment Advisory
New York
$33K +$32.8K +3,797 New
HI
58
Harbour Investments
Wisconsin
$23K
SIC
59
Salem Investment Counselors
North Carolina
$22K
AA
60
Addison Advisors
Vermont
$19K +$18.8K +2,179 New
CFD
61
Creative Financial Designs
Indiana
$15K
CFGS
62
Concourse Financial Group Securities
Alabama
$15K +$14.7K +1,700 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$12K
CBT
64
CoreFirst Bank & Trust
Kansas
$7K
APWA
65
Atlas Private Wealth Advisors
New Jersey
$6K
US Bancorp
66
US Bancorp
Minnesota
$4K
Northern Trust
67
Northern Trust
Illinois
$1K
SCM
68
Saba Capital Management
New York
-$5.68M -673,429 Closed
TJHA
69
Thomas J. Herzfeld Advisors
Florida
-$775K -91,776 Closed
CC
70
Claybrook Capital
Massachusetts
-$268K -31,750 Closed
MIG
71
Mariner Investment Group
New York
-$141K -16,700 Closed
IAIM
72
International Assets Investment Management
Florida
-$33K -3,962 Closed
EVM
73
Eaton Vance Management
Massachusetts
-$3.46K -400 -99%
GWM
74
Geneos Wealth Management
Colorado
-$2K -322 Closed
SFS
75
Sowell Financial Services
Arkansas
-$1K -164 Closed

EAD Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2021, worth a combined $140M — up 4.5% from $134M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EAD and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.52M. The largest seller was Saba Capital Management, exiting entirely with an estimated $5.68M sold.

  • 70 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2021, down from 76 in Q1 2021.
  • Funds reported $140M of Allspring Income Opportunities Fund stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q2 2021 and 12 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $2.52M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2021 was Saba Capital Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q2 2021.