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EAD

Allspring Income Opportunities Fund
EAD

73 hedge funds and large institutions have $97.5M invested in Allspring Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0.69% more ownership

Funds ownership: 24.22% → 24.91% (+0.69%)

1% more capital invested

Capital invested by funds: $96.9M → $97.5M (+$566K)

4% less funds holding

Funds holding: 76 → 73 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.18M
2
RCM
Rivernorth Capital Management
Florida
+$2.06M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.68M
4
PPG
Peak Planning Group
Colorado
+$1.66M
5
GC
Guggenheim Capital
Illinois
+$214K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.22M
2
SIA
Sit Investment Associates
Minnesota
-$1.69M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.09M
4
AA
AQR Arbitrage
Connecticut
-$581K
5
Cohen & Steers
Cohen & Steers
New York
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.1M +$2.18M +333,621 +10%
RCM
2
Rivernorth Capital Management
Florida
$9.47M +$2.06M +314,889 +28%
Cohen & Steers
3
Cohen & Steers
New York
$6.41M -$196K -30,000 -3%
SIA
4
Sit Investment Associates
Minnesota
$5.83M -$1.69M -258,776 -23%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$5.47M +$1.68M +257,192 +45%
Invesco
6
Invesco
Georgia
$5.07M +$141K +21,593 +3%
SFS
7
Shaker Financial Services
Virginia
$4.13M -$95.1K -14,523 -2%
GC
8
Guggenheim Capital
Illinois
$4.11M +$214K +32,716 +6%
PPG
9
Peak Planning Group
Colorado
$3.76M +$1.66M +253,217 +80%
AA
10
AQR Arbitrage
Connecticut
$3.21M -$581K -88,802 -15%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.42M -$113K -17,309 -5%
LPL Financial
12
LPL Financial
California
$2.3M +$143K +21,876 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.24M +$161K +24,547 +8%
UBS Group
14
UBS Group
Switzerland
$2.17M -$17.5K -2,673 -0.8%
Brown Advisory
15
Brown Advisory
Maryland
$1.46M – – –
PS
16
Principal Securities
Iowa
$1.43M +$123K +18,720 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.2M -$38.3K -5,850 -3%
PAS
18
Park Avenue Securities
New York
$1.18M +$16.6K +2,536 +1%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.16M +$51.8K +7,909 +5%
RC
20
Rareview Capital
Nevada
$1M -$35.6K -5,444 -3%
EIP
21
Easterly Investment Partners
Massachusetts
$961K – – –
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$756K – – –
LCM
23
Landscape Capital Management
New Jersey
$712K +$84.6K +12,929 +14%
SWP
24
Stratos Wealth Partners
Ohio
$501K -$31.1K -4,750 -6%
SAM
25
Selway Asset Management
$459K -$103K -15,800 -19%
1
2 3 4

EAD Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q2 2024, worth a combined $97.5M — up 0.58% from $96.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EAD and 5 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was City of London Investment Management, cutting an estimated $3.22M.

  • 73 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q2 2024, down from 76 in Q1 2024.
  • Funds reported $97.5M of Allspring Income Opportunities Fund stock for Q2 2024, up 0.58% quarter-over-quarter.
  • 5 funds opened new Allspring Income Opportunities Fund positions in Q2 2024 and 8 closed out, a net change of -3 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.18M added.
  • The largest Allspring Income Opportunities Fund seller in Q2 2024 was City of London Investment Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2024.