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EAD

Allspring Income Opportunities Fund
EAD

75 hedge funds and large institutions have $145M invested in Allspring Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

7% more capital invested

Capital invested by funds: $135M → $145M (+$9.88M)

7% more funds holding

Funds holding: 70 → 75 (+5)

0.8% more ownership

Funds ownership: 25.26% → 26.06% (+0.8%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.5M
2
BI
Bramshill Investments
Florida
+$1.76M
3
EIP
Easterly Investment Partners
Massachusetts
+$1.09M
4
SFS
Shaker Financial Services
Virginia
+$768K
5
NA
NewEdge Advisors
Louisiana
+$657K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.01M
2
PPA
Parametric Portfolio Associates
Washington
-$1.73M
3
RCM
Robinson Capital Management
Michigan
-$531K
4
Jane Street
Jane Street
New York
-$204K
5
Millennium Management
Millennium Management
New York
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$119K – – –
HSA
52
HBK Sorce Advisory
Pennsylvania
$111K -$3.06K -346 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$107K +$3.45K +390 +3%
ASN
54
Advisory Services Network
Georgia
$104K -$24.5K -2,765 -20%
KPWS
55
Kestra Private Wealth Services
Texas
$100K – – –
SIC
56
Samalin Investment Counsel
New York
$95K +$91.5K +10,331 New
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$92K -$2.95K -333 -3%
MOS
58
MGO One Seven
Ohio
$92K -$345 -39 -0.4%
WMA
59
West Michigan Advisors
Michigan
$92K +$88.5K +10,000 New
CA
60
CoreCap Advisors
Michigan
$82K +$79.6K +8,990 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$37K +$36.2K +4,086 New
Wells Fargo
62
Wells Fargo
California
$26K – – –
SIC
63
Salem Investment Counselors
North Carolina
$23K – – –
AA
64
Addison Advisors
Vermont
$20K – – –
CFD
65
Creative Financial Designs
Indiana
$16K – – –
HNWAG
66
High Net Worth Advisory Group
Florida
$14K +$13.3K +1,500 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +1,358 New
CBT
68
CoreFirst Bank & Trust
Kansas
$7K – – –
AIP
69
Ahrens Investment Partners
Louisiana
$7K +$7.08K +800 New
SCA
70
Snowden Capital Advisors
New York
$5K +$5.29K +597 New
US Bancorp
71
US Bancorp
Minnesota
$4K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$3K +$1.77K +200 +200%
CA
73
Centerpoint Advisors
Massachusetts
$3K +$2.67K +302 New
Northern Trust
74
Northern Trust
Illinois
$1K – – –
Jane Street
75
Jane Street
New York
– -$204K -23,164 Closed
1 2
3
4

EAD Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2021, worth a combined $145M — up 7.3% from $135M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EAD positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was Citadel Advisors, cutting an estimated $4.01M.

  • 75 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $145M of Allspring Income Opportunities Fund stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 15 funds opened new Allspring Income Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $2.5M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2021 was Citadel Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2021.