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EAD

Allspring Income Opportunities Fund
EAD

75 hedge funds and large institutions have $83.8M invested in Allspring Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.91% less ownership

Funds ownership: 25.34% → 22.43% (-2.9%)

6% less funds holding

Funds holding: 80 → 75 (-5)

16% less capital invested

Capital invested by funds: $99.5M → $83.8M (-$15.7M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$572K
2
GC
Guggenheim Capital
Illinois
+$530K
3
Millennium Management
Millennium Management
New York
+$279K
4
HF
HRT Financial
New York
+$267K
5
SFS
Shaker Financial Services
Virginia
+$214K

Top Sellers

1
PCM
Penserra Capital Management
California
-$8.96M
2
BI
Bramshill Investments
Florida
-$1.63M
3
Goldman Sachs
Goldman Sachs
New York
-$803K
4
SIA
Sit Investment Associates
Minnesota
-$672K
5
OFG
OTA Financial Group
New York
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$16.8M -$1.63M -239,314 -8%
Morgan Stanley
2
Morgan Stanley
New York
$16.1M -$138K -20,212 -0.8%
Cohen & Steers
3
Cohen & Steers
New York
$10M +$149K +21,857 +1%
SIA
4
Sit Investment Associates
Minnesota
$6.64M -$672K -98,765 -8%
Invesco
5
Invesco
Georgia
$5.94M +$572K +84,048 +10%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$2.64M – – –
UBS Group
7
UBS Group
Switzerland
$2.41M +$210K +30,803 +9%
GA
8
GraniteShares Advisors
New York
$2.01M -$26.4K -3,872 -1%
GC
9
Guggenheim Capital
Illinois
$1.86M +$530K +77,776 +35%
AAM
10
Advisors Asset Management
Colorado
$1.64M -$40.6K -5,968 -2%
SFS
11
Shaker Financial Services
Virginia
$1.53M +$214K +31,454 +15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.33M +$37.8K +5,550 +3%
LPL Financial
13
LPL Financial
California
$1.16M +$30.1K +4,424 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.13M +$37.5K +5,507 +3%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.02M – – –
PAS
16
Park Avenue Securities
New York
$970K +$7.35K +1,079 +0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$935K +$15.2K +2,227 +1%
SAM
18
Selway Asset Management
$802K -$73.5K -10,800 -8%
EIP
19
Easterly Investment Partners
Massachusetts
$763K – – –
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$685K -$1.82K -267 -0.2%
SWP
21
Stratos Wealth Partners
Ohio
$668K -$55.8K -8,190 -7%
NA
22
NewEdge Advisors
Louisiana
$453K +$19.1K +2,800 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$378K +$48.3K +7,094 +13%
SIMG
24
Sonora Investment Management Group
Arizona
$371K – – –
CC
25
Claybrook Capital
Massachusetts
$348K – – –
1
2 3 4

EAD Hedge Fund Activity: Q3 2022 in Review

75 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2022, worth a combined $83.8M — down 16% from $99.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EAD and 6 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Invesco, adding an estimated $572K. The largest seller was Penserra Capital Management, exiting entirely with an estimated $8.96M sold.

  • 75 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $83.8M of Allspring Income Opportunities Fund stock for Q3 2022, down 16% quarter-over-quarter.
  • 6 funds opened new Allspring Income Opportunities Fund positions in Q3 2022 and 10 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2022 was Invesco, an estimated $572K added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2022 was Penserra Capital Management, an estimated $8.96M sold.

Based on aggregated 13F filings for Q3 2022.