We are live on ! Find out more
EAD

Allspring Income Opportunities Fund

80 hedge funds and large institutions have $112M invested in Allspring Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $82.2M → $112M (+$29.8M)

6.05% more ownership

Funds ownership: 22.35%28.4% (+6%)

5% more funds holding

Funds holding: 7680 (+4)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.3M +$18.7M +3,046,717 +97%
SIA
2
Sit Investment Associates
Minnesota
$7.43M +$3.23M +525,166 +86%
Cohen & Steers
3
Cohen & Steers
New York
$6.64M -$215K -35,000 -3%
BI
4
Bramshill Investments
Florida
$6.41M -$6.08M -987,717 -50%
Invesco
5
Invesco
Georgia
$5.29M +$99.8K +16,225 +2%
AA
6
AQR Arbitrage
Connecticut
$4.58M +$1.37M +223,415 +47%
SFS
7
Shaker Financial Services
Virginia
$3.73M -$58.3K -9,474 -2%
GC
8
Guggenheim Capital
Illinois
$3.45M +$390K +63,330 +14%
COLIM
9
City of London Investment Management
United Kingdom
$3.1M +$2.92M +474,918 New
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$2.69M +$2.54M +412,758 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.54M +$49.2K +8,000 +2%
UBS Group
12
UBS Group
Switzerland
$2.11M -$80K -13,005 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.02M +$217K +35,232 +13%
LPL Financial
14
LPL Financial
California
$1.63M +$490K +79,662 +47%
Brown Advisory
15
Brown Advisory
Maryland
$1.44M -$2.54K -412 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.44M -$69.2K -11,241 -5%
LCM
17
Landscape Capital Management
New Jersey
$1.3M +$867K +141,003 +239%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.3M -$39.2K -6,366 -3%
PS
19
Principal Securities
Iowa
$1.24M +$1.17M +190,040 New
PAS
20
Park Avenue Securities
New York
$1.14M +$95.3K +15,489 +10%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.09M
RC
22
Rareview Capital
Nevada
$940K +$887K +144,211 New
Ameriprise
23
Ameriprise
Minnesota
$938K -$755K -122,782 -58%
EIP
24
Easterly Investment Partners
Massachusetts
$851K -$80K -13,000 -9%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$742K

EAD Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2023, worth a combined $112M — up 36% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EAD positions and 10 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Bramshill Investments, cutting an estimated $6.08M.

  • 80 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $112M of Allspring Income Opportunities Fund stock for Q4 2023, up 36% quarter-over-quarter.
  • 16 funds opened new Allspring Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2023 was Bramshill Investments, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2023.