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EAD

Allspring Income Opportunities Fund

76 hedge funds and large institutions have $82.2M invested in Allspring Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 7276 (+4)

0.45% more ownership

Funds ownership: 21.9%22.35% (+0.45%)

3% less capital invested

Capital invested by funds: $85.1M → $82.2M (-$2.97M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M +$3.59M +567,507 +22%
BI
2
Bramshill Investments
Florida
$12M -$6.86M -1,085,186 -36%
Cohen & Steers
3
Cohen & Steers
New York
$6.43M -$414K -65,433 -6%
Invesco
4
Invesco
Georgia
$4.85M -$286K -45,275 -5%
SIA
5
Sit Investment Associates
Minnesota
$3.74M +$590K +93,288 +18%
SFS
6
Shaker Financial Services
Virginia
$3.54M +$234K +36,940 +7%
AA
7
AQR Arbitrage
Connecticut
$2.92M +$2.06M +325,952 +214%
GC
8
Guggenheim Capital
Illinois
$2.84M +$310K +49,037 +12%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$2.33M
UBS Group
10
UBS Group
Switzerland
$2.05M +$74.7K +11,807 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.67M +$246K +38,833 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.42M +$250K +39,492 +20%
Brown Advisory
13
Brown Advisory
Maryland
$1.35M -$271K -42,909 -16%
Ameriprise
14
Ameriprise
Minnesota
$1.3M +$191K +30,137 +17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.26M -$13K -2,062 -1%
WAM
16
Wolverine Asset Management
Illinois
$1.23M +$446K +70,486 +54%
LIA
17
Luken Investment Analytics
Tennessee
$1.07M +$570K +90,071 +105%
LPL Financial
18
LPL Financial
California
$1.04M +$65.8K +10,410 +6%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.02M
PAS
20
Park Avenue Securities
New York
$975K +$42.4K +6,697 +4%
EIP
21
Easterly Investment Partners
Massachusetts
$875K
API
22
Advisor Partners II
California
$701K +$726K +114,841 New
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$695K -$3.73K -589 -0.5%
SWP
24
Stratos Wealth Partners
Ohio
$691K
SAM
25
Selway Asset Management
$621K -$74.6K -11,800 -10%

EAD Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2023, worth a combined $82.2M — down 3.5% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EAD positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.59M. The largest seller was Bramshill Investments, cutting an estimated $6.86M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $82.2M of Allspring Income Opportunities Fund stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 12 funds opened new Allspring Income Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of +5 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.59M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2023 was Bramshill Investments, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2023.