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EAD

Allspring Income Opportunities Fund
EAD

75 hedge funds and large institutions have $83.8M invested in Allspring Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.91% less ownership

Funds ownership: 25.34% → 22.43% (-2.9%)

6% less funds holding

Funds holding: 80 → 75 (-5)

16% less capital invested

Capital invested by funds: $99.5M → $83.8M (-$15.7M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$572K
2
GC
Guggenheim Capital
Illinois
+$530K
3
Millennium Management
Millennium Management
New York
+$279K
4
HF
HRT Financial
New York
+$267K
5
SFS
Shaker Financial Services
Virginia
+$214K

Top Sellers

1
PCM
Penserra Capital Management
California
-$8.96M
2
BI
Bramshill Investments
Florida
-$1.63M
3
Goldman Sachs
Goldman Sachs
New York
-$803K
4
SIA
Sit Investment Associates
Minnesota
-$672K
5
OFG
OTA Financial Group
New York
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
51
Evanson Asset Management
California
$83K +$2.32K +341 +3%
WMA
52
West Michigan Advisors
Michigan
$75K – – –
ASN
53
Advisory Services Network
Georgia
$75K +$2.65K +390 +3%
KPWS
54
Kestra Private Wealth Services
Texas
$68K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$57K -$33.4K -4,900 -35%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$41K – – –
IA
57
IFP Advisors
Florida
$31K -$89 -13 -0.3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
CFD
59
Creative Financial Designs
Indiana
$11K – – –
HNWAG
60
High Net Worth Advisory Group
Florida
$9K – – –
HWA
61
HHM Wealth Advisors
Tennessee
$8K – – –
GI
62
Gradient Investments
Minnesota
$8K +$8.82K +1,296 New
FIA
63
FNY Investment Advisers
New York
$7K – – –
RCM
64
Raleigh Capital Management
North Carolina
$7K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$6K -$67K -9,837 -91%
CBT
66
CoreFirst Bank & Trust
Kansas
$5K – – –
US Bancorp
67
US Bancorp
Minnesota
$3K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$2K – – –
PA
69
Parallel Advisors
California
$2K +$41 +6 +2%
Northern Trust
70
Northern Trust
Illinois
$1K – – –
EWA
71
EverSource Wealth Advisors
Alabama
$1K +$1.47K +216 New
PCM
72
Penserra Capital Management
California
– -$8.96M -1,381,356 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$803K -123,702 Closed
OFG
74
OTA Financial Group
New York
– -$446K -68,766 Closed
BCM
75
BTC Capital Management
Iowa
– -$373K -57,456 Closed
1 2
3
4

EAD Hedge Fund Activity: Q3 2022 in Review

75 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2022, worth a combined $83.8M — down 16% from $99.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EAD and 6 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Invesco, adding an estimated $572K. The largest seller was Penserra Capital Management, exiting entirely with an estimated $8.96M sold.

  • 75 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $83.8M of Allspring Income Opportunities Fund stock for Q3 2022, down 16% quarter-over-quarter.
  • 6 funds opened new Allspring Income Opportunities Fund positions in Q3 2022 and 10 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2022 was Invesco, an estimated $572K added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2022 was Penserra Capital Management, an estimated $8.96M sold.

Based on aggregated 13F filings for Q3 2022.