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EAD

Allspring Income Opportunities Fund

77 hedge funds and large institutions have $109M invested in Allspring Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.31% more ownership

Funds ownership: 25.49%26.8% (+1.3%)

2% more capital invested

Capital invested by funds: $107M → $109M (+$1.77M)

0% more funds holding

Funds holding: 7777 (0)

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
13
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
$26M -$124K -17,842 -0.5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.4M +$1.57M +225,391 +18%
SIA
3
Sit Investment Associates
Minnesota
$8.62M +$3.34M +481,101 +62%
RCM
4
Rivernorth Capital Management
Florida
$8.46M -$1.04M -149,822 -11%
Cohen & Steers
5
Cohen & Steers
New York
$6.67M
GC
6
Guggenheim Capital
Illinois
$5.92M +$1.15M +165,118 +24%
Invesco
7
Invesco
Georgia
$5.4M +$253K +36,335 +5%
PPG
8
Peak Planning Group
Colorado
$4.92M +$117K +16,789 +2%
SFS
9
Shaker Financial Services
Virginia
$4.42M +$95.6K +13,753 +2%
UBS Group
10
UBS Group
Switzerland
$2.43M +$109K +15,685 +5%
LPL Financial
11
LPL Financial
California
$2.32M +$43.4K +6,240 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.13M -$320K -46,000 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.94M +$63.3K +9,113 +3%
RC
14
Rareview Capital
Nevada
$1.72M +$148K +21,258 +10%
Brown Advisory
15
Brown Advisory
Maryland
$1.52M -$2.86K -412 -0.2%
PAS
16
Park Avenue Securities
New York
$1.25M +$68.2K +9,817 +6%
MGWM
17
Marks Group Wealth Management
Minnesota
$1.22M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.21M -$26.5K -3,808 -2%
AA
19
AQR Arbitrage
Connecticut
$1.14M -$1.17M -168,446 -51%
PS
20
Principal Securities
Iowa
$1.07M +$30.8K +4,429 +3%
EIP
21
Easterly Investment Partners
Massachusetts
$1.03M +$25.2K +3,630 +2%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$772K -$19.7K -2,838 -2%
SFS
23
Sowell Financial Services
Arkansas
$606K +$348K +50,000 +132%
Osaic Holdings
24
Osaic Holdings
Arizona
$537K +$106K +15,253 +24%
Raymond James Financial
25
Raymond James Financial
Florida
$506K +$510K +73,415 New

EAD Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Allspring Income Opportunities Fund (EAD) for Q4 2024, worth a combined $109M — up 1.7% from $107M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EAD positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.34M. The largest seller was AQR Arbitrage, cutting an estimated $1.17M.

  • 77 institutional investors held Allspring Income Opportunities Fund (EAD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $109M of Allspring Income Opportunities Fund stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 8 funds opened new Allspring Income Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of +1 holder.
  • The largest Allspring Income Opportunities Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $3.34M added.
  • The largest Allspring Income Opportunities Fund seller in Q4 2024 was AQR Arbitrage, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2024.