We are live on ! Find out more
EAD

Allspring Income Opportunities Fund
EAD

72 hedge funds and large institutions have $85.1M invested in Allspring Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

5% more capital invested

Capital invested by funds: $81.3M → $85.1M (+$3.87M)

0.55% more ownership

Funds ownership: 21.36% → 21.9% (+0.55%)

6% less funds holding

Funds holding: 77 → 72 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
AA
AQR Arbitrage
Connecticut
+$837K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$562K
4
Invesco
Invesco
Georgia
+$244K
5
SFS
Shaker Financial Services
Virginia
+$218K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.6M
2
LSC
Logan Stone Capital
Illinois
-$281K
3
LFAS
Level Four Advisory Services
Texas
-$190K
4
AAM
Advisors Asset Management
Colorado
-$122K
5
AWM
AE Wealth Management
Kansas
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$19.7M -$53.4K -8,445 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M +$2.13M +337,129 +15%
Cohen & Steers
3
Cohen & Steers
New York
$7.22M -$1.6M -253,599 -18%
Invesco
4
Invesco
Georgia
$5.42M +$244K +38,567 +5%
SFS
5
Shaker Financial Services
Virginia
$3.51M +$218K +34,513 +7%
SIA
6
Sit Investment Associates
Minnesota
$3.36M – – –
GC
7
Guggenheim Capital
Illinois
$2.69M -$58K -9,169 -2%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$2.46M – – –
UBS Group
9
UBS Group
Switzerland
$2.1M -$1.66K -262 -0.1%
Brown Advisory
10
Brown Advisory
Maryland
$1.71M – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.52M +$562K +88,815 +61%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.34M -$36.8K -5,812 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.24M -$38.8K -6,138 -3%
Ameriprise
14
Ameriprise
Minnesota
$1.18M +$124K +19,658 +12%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.08M – – –
LPL Financial
16
LPL Financial
California
$1.04M -$107K -16,974 -10%
AAM
17
Advisors Asset Management
Colorado
$1.03M -$122K -19,311 -11%
PAS
18
Park Avenue Securities
New York
$988K +$10.7K +1,693 +1%
AA
19
AQR Arbitrage
Connecticut
$985K +$837K +132,316 +650%
EIP
20
Easterly Investment Partners
Massachusetts
$926K +$126K +20,000 +16%
WAM
21
Wolverine Asset Management
Illinois
$849K +$119K +18,855 +17%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$738K – – –
SAM
23
Selway Asset Management
$732K -$85.4K -13,500 -11%
SWP
24
Stratos Wealth Partners
Ohio
$731K +$22.7K +3,590 +3%
LIA
25
Luken Investment Analytics
Tennessee
$552K +$18.6K +2,938 +4%
1
2 3 4

EAD Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2023, worth a combined $85.1M — up 4.8% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EAD and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Cohen & Steers, cutting an estimated $1.6M.

  • 72 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2023, down from 77 in Q1 2023.
  • Funds reported $85.1M of Allspring Income Opportunities Fund stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new Allspring Income Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $2.13M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2023 was Cohen & Steers, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.