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EAD

Allspring Income Opportunities Fund

76 hedge funds and large institutions have $96.9M invested in Allspring Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

4.18% less ownership

Funds ownership: 28.4%24.22% (-4.2%)

5% less funds holding

Funds holding: 8076 (-4)

13% less capital invested

Capital invested by funds: $112M → $96.9M (-$15M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22M -$19.1M -2,872,894 -46%
SIA
2
Sit Investment Associates
Minnesota
$7.56M
RCM
3
Rivernorth Capital Management
Florida
$7.41M +$7.05M +1,062,122 +1,993%
Cohen & Steers
4
Cohen & Steers
New York
$6.63M -$133K -20,000 -2%
Invesco
5
Invesco
Georgia
$4.94M -$442K -66,548 -8%
SFS
6
Shaker Financial Services
Virginia
$4.24M +$439K +66,208 +12%
GC
7
Guggenheim Capital
Illinois
$3.91M +$393K +59,153 +11%
AA
8
AQR Arbitrage
Connecticut
$3.81M -$854K -128,699 -18%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$3.78M +$1.03M +155,872 +38%
COLIM
10
City of London Investment Management
United Kingdom
$3.59M +$431K +65,000 +14%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.54M -$46.5K -7,000 -2%
UBS Group
12
UBS Group
Switzerland
$2.19M +$41.9K +6,320 +2%
LPL Financial
13
LPL Financial
California
$2.16M +$494K +74,401 +30%
PPG
14
Peak Planning Group
Colorado
$2.09M +$2.09M +315,491 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.08M +$32.1K +4,845 +2%
Brown Advisory
16
Brown Advisory
Maryland
$1.47M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.43M -$41.6K -6,262 -3%
PS
18
Principal Securities
Iowa
$1.31M +$51.7K +7,795 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.24M -$83K -12,510 -6%
PAS
20
Park Avenue Securities
New York
$1.16M -$2.84K -428 -0.2%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.11M
RC
22
Rareview Capital
Nevada
$1.04M +$81.9K +12,346 +9%
EIP
23
Easterly Investment Partners
Massachusetts
$964K +$97.6K +14,712 +11%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$758K +$1.94K +292 +0.3%
LCM
25
Landscape Capital Management
New Jersey
$629K -$699K -105,286 -53%

EAD Hedge Fund Activity: Q1 2024 in Review

76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q1 2024, worth a combined $96.9M — down 13% from $112M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EAD and 10 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.05M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 76 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q1 2024, down from 80 in Q4 2023.
  • Funds reported $96.9M of Allspring Income Opportunities Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 10 funds opened new Allspring Income Opportunities Fund positions in Q1 2024 and 14 closed out, a net change of -4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q1 2024 was Rivernorth Capital Management, an estimated $7.05M added.
  • The largest Allspring Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2024.