We are live on ! Find out more
EAD

Allspring Income Opportunities Fund
EAD

80 hedge funds and large institutions have $112M invested in Allspring Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $82.2M → $112M (+$29.8M)

6.05% more ownership

Funds ownership: 22.35% → 28.4% (+6%)

5% more funds holding

Funds holding: 76 → 80 (+4)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
SIA
Sit Investment Associates
Minnesota
+$3.23M
3
COLIM
City of London Investment Management
United Kingdom
+$2.92M
4
AA
AQR Arbitrage
Connecticut
+$1.37M
5
LCM
Landscape Capital Management
New Jersey
+$867K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$6.08M
2
WAM
Wolverine Asset Management
Illinois
-$1.07M
3
Ameriprise
Ameriprise
Minnesota
-$755K
4
LIA
Luken Investment Analytics
Tennessee
-$743K
5
LSC
Logan Stone Capital
Illinois
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$104K -$160K -26,065 -62%
GCA
52
Genesee Capital Advisors
New York
$104K +$98.3K +15,980 New
KAS
53
Kestra Advisory Services
Texas
$89.2K +$5.27K +857 +7%
GWMR
54
GC Wealth Management RIA
Massachusetts
$78.1K +$73.7K +11,974 New
GM
55
GeoWealth Management
Illinois
$78K +$73.7K +11,974 New
HSA
56
HBK Sorce Advisory
Pennsylvania
$77.5K +$92 +15 +0.1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$72K -$64.5K -10,486 -49%
KPWS
58
Kestra Private Wealth Services
Texas
$71.5K – – –
TFS
59
Thoroughbred Financial Services
Tennessee
$71K – – –
KAS
60
KPP Advisory Services
Kentucky
$66.7K -$175K -28,436 -74%
NS
61
NBC Securities
Alabama
$47K +$23.4K +3,800 +108%
CFGS
62
Concourse Financial Group Securities
Alabama
$38.1K – – –
ASN
63
Advisory Services Network
Georgia
$37K +$35K +5,683 New
EC
64
Elequin Capital
New York
$34.6K +$6.04K +981 +23%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$26.4K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
FFA
67
Farther Finance Advisors
California
$13K +$12.3K +2,000 New
CFD
68
Creative Financial Designs
Indiana
$11.1K – – –
FIA
69
FNY Investment Advisers
New York
$11K – – –
Comerica Bank
70
Comerica Bank
Texas
$9.49K -$1.29K -209 -13%
LFA
71
Livelsberger Financial Advisory
Ohio
$8.44K +$7.97K +1,295 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$8.19K – – –
HWA
73
HHM Wealth Advisors
Tennessee
$7.89K – – –
US Bancorp
74
US Bancorp
Minnesota
$2.67K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$2.13K +$160 +26 +9%
1 2
3
4

EAD Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2023, worth a combined $112M — up 36% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EAD positions and 10 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Bramshill Investments, cutting an estimated $6.08M.

  • 80 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $112M of Allspring Income Opportunities Fund stock for Q4 2023, up 36% quarter-over-quarter.
  • 16 funds opened new Allspring Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2023 was Bramshill Investments, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2023.