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EAD

Allspring Income Opportunities Fund
EAD

66 hedge funds and large institutions have $127M invested in Allspring Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

12% more funds holding

Funds holding: 59 → 66 (+7)

3% more capital invested

Capital invested by funds: $123M → $127M (+$4.19M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 20.31% → 20.09% (-0.22%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
19
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.58M
2
Bessemer Group
Bessemer Group
New Jersey
+$1.91M
3
SIA
Sit Investment Associates
Minnesota
+$1.84M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1M

Top Sellers

1
TAM
Trust Asset Management
Texas
-$7.36M
2
LCM
Laurion Capital Management
New York
-$1.61M
3
AMH
Apollo Management Holdings
New York
-$1M
4
TC
Telemus Capital
Michigan
-$679K
5
AAM
Advisors Asset Management
Colorado
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Trust Asset Management
Texas
$23.6M -$7.36M -900,289 -24%
UBS Group
2
UBS Group
Switzerland
$17.3M +$1.12M +137,143 +7%
Bessemer Group
3
Bessemer Group
New Jersey
$12.5M +$1.91M +233,200 +19%
Invesco
4
Invesco
Georgia
$7.29M -$554K -67,818 -7%
GC
5
Guggenheim Capital
Illinois
$6.45M -$230K -28,127 -4%
HNB
6
Huntington National Bank
Ohio
$6.16M – – –
EVM
7
Eaton Vance Management
Massachusetts
$5.68M – – –
AMH
8
Apollo Management Holdings
New York
$5.3M -$1M -122,850 -16%
Morgan Stanley
9
Morgan Stanley
New York
$4.74M +$161K +19,716 +4%
VIA
10
Vident Investment Advisory
Georgia
$4.13M +$283K +34,658 +8%
Cohen & Steers
11
Cohen & Steers
New York
$4.05M -$33.9K -4,150 -0.9%
AAM
12
Advisors Asset Management
Colorado
$3.33M -$606K -74,230 -16%
RCM
13
Rivernorth Capital Management
Florida
$2.68M +$2.58M +315,746 New
SAM
14
Selway Asset Management
$2M -$26.8K -3,280 -1%
SIA
15
Sit Investment Associates
Minnesota
$1.91M +$1.84M +224,910 New
LCM
16
Landscape Capital Management
New Jersey
$1.62M +$788K +96,428 +102%
RCM
17
Robinson Capital Management
Michigan
$1.61M – – –
LCM
18
Laurion Capital Management
New York
$1.55M -$1.61M -196,483 -52%
YMRC
19
Yorktown Management & Research Company
Virginia
$1.54M – – –
Ameriprise
20
Ameriprise
Minnesota
$1.26M -$10.3K -1,256 -0.8%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.26M +$1M +122,715 +471%
LPL Financial
22
LPL Financial
California
$985K +$45.7K +5,599 +5%
KKRC
23
Kohlberg Kravis Roberts & Co
New York
$959K – – –
EWM
24
Edge Wealth Management
New York
$809K +$37.2K +4,559 +5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$658K – – –
1
2 3

EAD Hedge Fund Activity: Q4 2016 in Review

66 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2016, worth a combined $127M — up 3.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EAD positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.58M. The largest seller was Trust Asset Management, cutting an estimated $7.36M.

  • 66 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $127M of Allspring Income Opportunities Fund stock for Q4 2016, up 3.4% quarter-over-quarter.
  • 13 funds opened new Allspring Income Opportunities Fund positions in Q4 2016 and 5 closed out, a net change of +8 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $2.58M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2016 was Trust Asset Management, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2016.