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EAD

Allspring Income Opportunities Fund
EAD

80 hedge funds and large institutions have $99.5M invested in Allspring Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 74 → 80 (+6)

1.73% more ownership

Funds ownership: 23.61% → 25.34% (+1.7%)

12% less capital invested

Capital invested by funds: $113M → $99.5M (-$13.5M)

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
BI
Bramshill Investments
Florida
+$6.66M
3
Goldman Sachs
Goldman Sachs
New York
+$893K
4
EIP
Easterly Investment Partners
Massachusetts
+$889K
5
BlackRock
BlackRock
New York
+$559K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$799K
2
DWM
Doyle Wealth Management
Florida
-$551K
3
RCM
Rivernorth Capital Management
Florida
-$404K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$171K
5
SFS
Shaker Financial Services
Virginia
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$92K +$18.1K +2,500 +22%
SCP
52
Shorepoint Capital Partners
Massachusetts
$91K -$93.9K -13,000 -48%
Nomura Holdings
53
Nomura Holdings
Japan
$86K +$93.9K +13,000 New
EAM
54
Evanson Asset Management
California
$85K +$2.2K +305 +2%
HSA
55
HBK Sorce Advisory
Pennsylvania
$78K – – –
WMA
56
West Michigan Advisors
Michigan
$78K – – –
ASN
57
Advisory Services Network
Georgia
$76K +$3.5K +485 +4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$73K +$80.7K +11,178 New
KPWS
59
Kestra Private Wealth Services
Texas
$71K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$70K +$78.3K +10,837 New
CA
61
CoreCap Advisors
Michigan
$58K +$64.9K +8,990 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$43K -$22.6K -3,135 -32%
Lazard Asset Management
63
Lazard Asset Management
New York
$32K – – –
IA
64
IFP Advisors
Florida
$31K – – –
WAM
65
Wolverine Asset Management
Illinois
$26K +$29.9K +4,138 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$18K +$10.1K +1,392 +105%
CFD
67
Creative Financial Designs
Indiana
$11K – – –
HNWAG
68
High Net Worth Advisory Group
Florida
$10K – – –
HWA
69
HHM Wealth Advisors
Tennessee
$8K +$8.74K +1,210 New
FIA
70
FNY Investment Advisers
New York
$7K – – –
RCM
71
Raleigh Capital Management
North Carolina
$7K – – –
AIP
72
Ahrens Investment Partners
Louisiana
$5K – – –
CBT
73
CoreFirst Bank & Trust
Kansas
$5K – – –
US Bancorp
74
US Bancorp
Minnesota
$3K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$2K – – –
1 2
3
4

EAD Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2022, worth a combined $99.5M — down 12% from $113M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EAD positions and 8 closed out — a net gain of 7 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was Sit Investment Associates, cutting an estimated $799K.

  • 80 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2022, up from 74 in Q1 2022.
  • Funds reported $99.5M of Allspring Income Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 15 funds opened new Allspring Income Opportunities Fund positions in Q2 2022 and 8 closed out, a net change of +7 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $14.7M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2022 was Sit Investment Associates, an estimated $799K sold.

Based on aggregated 13F filings for Q2 2022.