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EAD

Allspring Income Opportunities Fund
EAD

72 hedge funds and large institutions have $85.1M invested in Allspring Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

5% more capital invested

Capital invested by funds: $81.3M → $85.1M (+$3.87M)

0.55% more ownership

Funds ownership: 21.36% → 21.9% (+0.55%)

6% less funds holding

Funds holding: 77 → 72 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
AA
AQR Arbitrage
Connecticut
+$837K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$562K
4
Invesco
Invesco
Georgia
+$244K
5
SFS
Shaker Financial Services
Virginia
+$218K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.6M
2
LSC
Logan Stone Capital
Illinois
-$281K
3
LFAS
Level Four Advisory Services
Texas
-$190K
4
AAM
Advisors Asset Management
Colorado
-$122K
5
AWM
AE Wealth Management
Kansas
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
51
HBK Sorce Advisory
Pennsylvania
$76.5K +$89 +14 +0.1%
SIC
52
Samalin Investment Counsel
New York
$71K -$31.5K -4,980 -31%
KPWS
53
Kestra Private Wealth Services
Texas
$70.7K – – –
IC
54
IEQ Capital
California
$70.1K +$68.7K +10,865 New
CFGS
55
Concourse Financial Group Securities
Alabama
$48.5K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$39.7K -$21.9K -3,458 -36%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$20.6K – – –
PFG
58
Piershale Financial Group
Illinois
$16.3K +$126 +20 +0.8%
FIA
59
FNY Investment Advisers
New York
$11K – – –
CFD
60
Creative Financial Designs
Indiana
$11K – – –
Wells Fargo
61
Wells Fargo
California
$8.26K +$8.1K +1,281 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$8.1K – – –
RCM
63
Raleigh Capital Management
North Carolina
$7.87K – – –
HWA
64
HHM Wealth Advisors
Tennessee
$7.8K – – –
US Bancorp
65
US Bancorp
Minnesota
$2.64K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$1.95K -$215 -34 -10%
HCM
67
Hollencrest Capital Management
California
$1.94K – – –
IA
68
IFP Advisors
Florida
$1.94K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$1.7K +$1.67K +264 New
EWA
70
EverSource Wealth Advisors
Alabama
$1.39K – – –
HI
71
Harbour Investments
Wisconsin
$381 – – –
CMA
72
Cedar Mountain Advisors
Oregon
$58 – – –
LSC
73
Logan Stone Capital
Illinois
– -$281K -44,432 Closed
LFAS
74
Level Four Advisory Services
Texas
– -$190K -29,978 Closed
WMA
75
West Michigan Advisors
Michigan
– -$76K -12,000 Closed
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3
4

EAD Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2023, worth a combined $85.1M — up 4.8% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EAD and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Cohen & Steers, cutting an estimated $1.6M.

  • 72 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2023, down from 77 in Q1 2023.
  • Funds reported $85.1M of Allspring Income Opportunities Fund stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new Allspring Income Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $2.13M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2023 was Cohen & Steers, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.