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EAD

Allspring Income Opportunities Fund
EAD

76 hedge funds and large institutions have $82.2M invested in Allspring Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 72 → 76 (+4)

0.45% more ownership

Funds ownership: 21.9% → 22.35% (+0.45%)

3% less capital invested

Capital invested by funds: $85.1M → $82.2M (-$2.97M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.59M
2
AA
AQR Arbitrage
Connecticut
+$2.06M
3
API
Advisor Partners II
California
+$726K
4
SIA
Sit Investment Associates
Minnesota
+$590K
5
LIA
Luken Investment Analytics
Tennessee
+$570K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$6.86M
2
AAM
Advisors Asset Management
Colorado
-$1.03M
3
Cohen & Steers
Cohen & Steers
New York
-$414K
4
Invesco
Invesco
Georgia
-$286K
5
Brown Advisory
Brown Advisory
Maryland
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$79.9K -$4.14K -655 -5%
KAS
52
Kestra Advisory Services
Texas
$78.2K -$1.7K -268 -2%
HSA
53
HBK Sorce Advisory
Pennsylvania
$72.4K +$89 +14 +0.1%
KPWS
54
Kestra Private Wealth Services
Texas
$66.9K – – –
IC
55
IEQ Capital
California
$66.2K -$57 -9 -0.1%
TFS
56
Thoroughbred Financial Services
Tennessee
$66K +$69.1K +10,930 New
CFGS
57
Concourse Financial Group Securities
Alabama
$35.7K -$10.5K -1,665 -22%
EC
58
Elequin Capital
New York
$26.4K +$27.3K +4,322 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$24.7K -$13.3K -2,109 -34%
NS
60
NBC Securities
Alabama
$21K +$22.3K +3,525 New
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$19.5K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$18K -$61.9K -9,780 -76%
CFD
63
Creative Financial Designs
Indiana
$10.4K – – –
Comerica Bank
64
Comerica Bank
Texas
$10.2K +$10.5K +1,665 New
FIA
65
FNY Investment Advisers
New York
$10K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$7.66K – – –
HWA
67
HHM Wealth Advisors
Tennessee
$7.38K – – –
AF
68
Allworth Financial
California
$3.02K +$3.13K +495 New
US Bancorp
69
US Bancorp
Minnesota
$2.5K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$1.83K -$13 -2 -0.7%
HCM
71
Hollencrest Capital Management
California
$1.83K – – –
IA
72
IFP Advisors
Florida
$1.83K – – –
HI
73
Harbour Investments
Wisconsin
$360 – – –
CMA
74
Cedar Mountain Advisors
Oregon
$55 – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$6 +$6 +1 New
1 2
3
4

EAD Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2023, worth a combined $82.2M — down 3.5% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EAD positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.59M. The largest seller was Bramshill Investments, cutting an estimated $6.86M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $82.2M of Allspring Income Opportunities Fund stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 12 funds opened new Allspring Income Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of +5 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.59M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2023 was Bramshill Investments, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2023.