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EAD

Allspring Income Opportunities Fund

70 hedge funds and large institutions have $135M invested in Allspring Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7070 (0)

0.91% less ownership

Funds ownership: 26.17%25.26% (-0.91%)

4% less capital invested

Capital invested by funds: $140M → $135M (-$5.17M)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
51
HBK Sorce Advisory
Pennsylvania
$109K +$98 +11 +0.1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$100K +$4.61K +516 +5%
KPWS
53
Kestra Private Wealth Services
Texas
$97K
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$91K -$134 -15 -0.1%
MOS
55
MGO One Seven
Ohio
$90K -$955 -107 -1%
TFO
56
Tarbox Family Office
California
$64K
CFGS
57
Concourse Financial Group Securities
Alabama
$52K +$37.5K +4,200 +247%
Citigroup
58
Citigroup
New York
$42K -$133K -14,935 -76%
SPIA
59
Steward Partners Investment Advisory
New York
$33K
Wells Fargo
60
Wells Fargo
California
$25K +$25.4K +2,841 +284,100%
HI
61
Harbour Investments
Wisconsin
$23K
SIC
62
Salem Investment Counselors
North Carolina
$22K
AA
63
Addison Advisors
Vermont
$19K
CFD
64
Creative Financial Designs
Indiana
$15K
CBT
65
CoreFirst Bank & Trust
Kansas
$7K
HFS
66
Horizon Financial Services
North Carolina
$5K +$5.36K +600 New
US Bancorp
67
US Bancorp
Minnesota
$4K
Northern Trust
68
Northern Trust
Illinois
$1K
TRCT
69
Tower Research Capital (TRC)
New York
$1K +$893 +100 New
RCM
70
Rivernorth Capital Management
Florida
-$559K -63,577 Closed
KWM
71
Kingsview Wealth Management
Oregon
-$191K -21,625 Closed
APA
72
American Portfolios Advisors
New York
-$109K -12,406 Closed
EWM
73
Edge Wealth Management
New York
-$35K -4,000 Closed
APWA
74
Atlas Private Wealth Advisors
New Jersey
-$6K -700 Closed
EVM
75
Eaton Vance Management
Massachusetts
-$9 -1 -25%

EAD Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2021, worth a combined $135M — down 3.7% from $140M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EAD positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.41M. The largest seller was Parametric Portfolio Associates, cutting an estimated $5.62M.

  • 70 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $135M of Allspring Income Opportunities Fund stock for Q3 2021, down 3.7% quarter-over-quarter.
  • 7 funds opened new Allspring Income Opportunities Fund positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2021 was Citadel Advisors, an estimated $4.41M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2021.