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EAD

Allspring Income Opportunities Fund

75 hedge funds and large institutions have $145M invested in Allspring Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

7% more capital invested

Capital invested by funds: $135M → $145M (+$9.88M)

7% more funds holding

Funds holding: 7075 (+5)

0.8% more ownership

Funds ownership: 25.26%26.06% (+0.8%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$30.3M +$1.76M +198,525 +6%
PPA
2
Parametric Portfolio Associates
Washington
$22.4M -$1.73M -195,778 -7%
Cohen & Steers
3
Cohen & Steers
New York
$13.5M -$123K -13,896 -0.9%
PCM
4
Penserra Capital Management
California
$13.2M +$177K +20,017 +1%
SIA
5
Sit Investment Associates
Minnesota
$11.2M +$2.5M +281,998 +30%
Invesco
6
Invesco
Georgia
$8.26M +$137K +15,498 +2%
Morgan Stanley
7
Morgan Stanley
New York
$5.17M +$137K +15,527 +3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.8M +$307K +34,659 +9%
AAM
9
Advisors Asset Management
Colorado
$2.79M +$18.2K +2,061 +0.7%
UBS Group
10
UBS Group
Switzerland
$2.74M +$82.5K +9,316 +3%
GA
11
GraniteShares Advisors
New York
$2.66M +$2.57M +290,682 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.92M +$259K +29,256 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.83M +$332K +37,448 +23%
Bank of America
14
Bank of America
North Carolina
$1.81M +$19.9K +2,250 +1%
GC
15
Guggenheim Capital
Illinois
$1.71M +$145K +16,373 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.7M +$12.9K +1,459 +0.8%
LPL Financial
17
LPL Financial
California
$1.65M +$76.1K +8,598 +5%
SFS
18
Shaker Financial Services
Virginia
$1.57M +$768K +86,773 +102%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.49M
PAS
20
Park Avenue Securities
New York
$1.29M +$103K +11,657 +9%
SAM
21
Selway Asset Management
$1.26M -$5.31K -600 -0.4%
EIP
22
Easterly Investment Partners
Massachusetts
$1.13M +$1.09M +123,078 New
SWP
23
Stratos Wealth Partners
Ohio
$1.06M
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$767K -$82.8K -9,347 -10%
NA
25
NewEdge Advisors
Louisiana
$680K +$657K +74,200 New

EAD Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2021, worth a combined $145M — up 7.3% from $135M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EAD positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was Citadel Advisors, cutting an estimated $4.01M.

  • 75 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $145M of Allspring Income Opportunities Fund stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 15 funds opened new Allspring Income Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $2.5M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2021 was Citadel Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2021.