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EAD

Allspring Income Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 7977 (-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

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$19.4M +$233K +35,454 +1%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M -$1.74M -264,602 -11%
Cohen & Steers
3
Cohen & Steers
New York
$8.69M -$1.17M -177,681 -11%
Invesco
4
Invesco
Georgia
$5.07M -$425K -64,571 -7%
SIA
5
Sit Investment Associates
Minnesota
$3.29M -$1.38M -209,863 -29%
SFS
6
Shaker Financial Services
Virginia
$3.22M +$1.6M +243,946 +93%
GC
7
Guggenheim Capital
Illinois
$2.7M +$615K +93,590 +28%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$2.42M +$28.2K +4,286 +1%
UBS Group
9
UBS Group
Switzerland
$2.06M -$360K -54,744 -14%
Brown Advisory
10
Brown Advisory
Maryland
$1.67M -$25.9K -3,933 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.35M -$1.58K -240 -0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.26M +$109K +16,609 +9%
AAM
13
Advisors Asset Management
Colorado
$1.14M -$398K -60,572 -25%
LPL Financial
14
LPL Financial
California
$1.12M -$24.2K -3,675 -2%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.06M -$41.6K -6,332 -4%
Ameriprise
16
Ameriprise
Minnesota
$1.03M +$94.1K +14,304 +10%
PAS
17
Park Avenue Securities
New York
$959K -$34K -5,176 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$926K -$45.5K -6,926 -5%
SAM
19
Selway Asset Management
$804K -$86.5K -13,150 -9%
EIP
20
Easterly Investment Partners
Massachusetts
$782K +$2.89K +440 +0.4%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$725K -$15.7K -2,386 -2%
WAM
22
Wolverine Asset Management
Illinois
$714K +$742K +112,783 New
SWP
23
Stratos Wealth Partners
Ohio
$695K +$1.26K +192 +0.2%
LIA
24
Luken Investment Analytics
Tennessee
$523K +$464K +70,585 +588%
NA
25
NewEdge Advisors
Louisiana
$442K -$5.92K -900 -1%

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.