Allspring Income Opportunities Fund
EAD
77 hedge funds and large institutions have $81.3M invested in Allspring Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 9 closing their positions.
0.69% less ownership
Funds ownership: 22.05% → 21.36% (-0.69%)
4% less capital invested
Capital invested by funds: $84.9M → $81.3M (-$3.62M)
3% less funds holding
Funds holding: 79 → 77 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
56% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.6M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$742K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$615K |
| 4 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
+$464K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.74M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.38M |
| 3 |
Cohen & Steers
New York
|
-$1.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$425K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$398K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Commonwealth Equity Services
Waltham,
Massachusetts
| $185 | -$8.3K | -1,262 | -4% |
|
|
CMA
77
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $57 | – | – | – |
|
|
SIC
78
Salem Investment Counselors
Winston Salem,
North Carolina
| $2 | -$138 | -21 | Closed |
|
79
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
80
Jane Street
New York
| – | -$207K | -32,436 | Closed |
|
|
ICMP
81
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| – | -$149K | -23,169 | Closed |
|
|
HF
82
HRT Financial
New York
| – | -$101K | -15,845 | Closed |
|
|
SWM
83
SeaCrest Wealth Management
Purchase,
New York
| – | -$95.2K | -14,893 | Closed |
|
|
EAM
84
Evanson Asset Management
Carmel,
California
| – | -$88K | -13,773 | Closed |
|
85
Goldman Sachs
New York
| – | -$85K | -13,300 | Closed |
|
|
HNWAG
86
High Net Worth Advisory Group
Naples,
Florida
| – | -$9.59K | -1,500 | Closed |
|
87
Rockefeller Capital Management
New York
| – | -$6K | -1,000 | Closed |
|
EAD Hedge Fund Activity: Q1 2023 in Review
77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2023, worth a combined $81.3M — down 4.3% from $84.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EAD and 8 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 16 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.
- 77 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2023, down from 79 in Q4 2022.
- Funds reported $81.3M of Allspring Income Opportunities Fund stock for Q1 2023, down 4.3% quarter-over-quarter.
- 8 funds opened new Allspring Income Opportunities Fund positions in Q1 2023 and 9 closed out, a net change of -1 holder.
- The largest Allspring Income Opportunities Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.6M added.
- The largest Allspring Income Opportunities Fund seller in Q1 2023 was Morgan Stanley, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2023.