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EAD

Allspring Income Opportunities Fund

77 hedge funds and large institutions have $107M invested in Allspring Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $97.5M → $107M (+$9.94M)

5% more funds holding

Funds holding: 7377 (+4)

0.58% more ownership

Funds ownership: 24.91%25.49% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
20
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
$27M +$1.01M +145,448 +4%
RCM
2
Rivernorth Capital Management
Florida
$9.82M -$370K -53,262 -4%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$9.12M +$3.15M +453,308 +55%
Cohen & Steers
4
Cohen & Steers
New York
$6.91M
SIA
5
Sit Investment Associates
Minnesota
$5.49M -$764K -110,039 -13%
Invesco
6
Invesco
Georgia
$5.33M -$127K -18,325 -2%
PPG
7
Peak Planning Group
Colorado
$4.98M +$897K +129,185 +23%
GC
8
Guggenheim Capital
Illinois
$4.95M +$507K +73,049 +12%
SFS
9
Shaker Financial Services
Virginia
$4.47M +$23.8K +3,429 +0.6%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$2.54M -$69.4K -10,000 -3%
UBS Group
11
UBS Group
Switzerland
$2.4M +$62.3K +8,974 +3%
AA
12
AQR Arbitrage
Connecticut
$2.38M -$1.05M -151,017 -31%
LPL Financial
13
LPL Financial
California
$2.36M -$111K -15,943 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.94M -$463K -66,635 -20%
Brown Advisory
15
Brown Advisory
Maryland
$1.58M
RC
16
Rareview Capital
Nevada
$1.57M +$476K +68,511 +45%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.28M -$7.61K -1,096 -0.6%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.26M +$5.36K +772 +0.4%
PAS
19
Park Avenue Securities
New York
$1.23M -$37.8K -5,444 -3%
PS
20
Principal Securities
Iowa
$1.08M -$451K -64,984 -30%
EIP
21
Easterly Investment Partners
Massachusetts
$1.04M
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$819K +$4.69K +676 +0.6%
SAM
23
Selway Asset Management
$495K
Ameriprise
24
Ameriprise
Minnesota
$467K +$36.9K +5,308 +9%
SWP
25
Stratos Wealth Partners
Ohio
$447K -$90.5K -13,032 -17%

EAD Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q3 2024, worth a combined $107M — up 10% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EAD positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $3.15M. The largest seller was AQR Arbitrage, cutting an estimated $1.05M.

  • 77 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q3 2024, up from 73 in Q2 2024.
  • Funds reported $107M of Allspring Income Opportunities Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 11 funds opened new Allspring Income Opportunities Fund positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest Allspring Income Opportunities Fund buyer in Q3 2024 was Pathstone Holdings, an estimated $3.15M added.
  • The largest Allspring Income Opportunities Fund seller in Q3 2024 was AQR Arbitrage, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2024.