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ERC

Allspring Multi-Sector Income Fund

57 hedge funds and large institutions have $141M invested in Allspring Multi-Sector Income Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.71% more ownership

Funds ownership: 22.44%25.15% (+2.7%)

3% more capital invested

Capital invested by funds: $137M → $141M (+$4.3M)

5% less funds holding

Funds holding: 6057 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
30
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$22.1M +$4.21M +317,197 +22%
RCM
2
Rivernorth Capital Management
Florida
$12.9M +$1.58M +118,747 +13%
UBS Group
3
UBS Group
Switzerland
$12.5M +$634K +47,747 +5%
PPA
4
Parametric Portfolio Associates
Washington
$10.9M -$23.4K -1,766 -0.2%
SIA
5
Sit Investment Associates
Minnesota
$10.6M +$2.11M +158,795 +23%
FIMG
6
Financial & Investment Management Group
Michigan
$8.66M +$1.25M +93,965 +16%
Invesco
7
Invesco
Georgia
$7.38M
NL
8
NWAM LLC
Washington
$5.71M +$167K +12,564 +3%
Morgan Stanley
9
Morgan Stanley
New York
$5.21M +$371K +27,972 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.85M -$779K -58,717 -13%
RJA
11
Raymond James & Associates
Florida
$3.72M +$1.14M +85,839 +41%
Bank of America
12
Bank of America
North Carolina
$2.44M +$342K +25,800 +15%
CIA
13
Capital Investment Advisors
Georgia
$2.34M -$52.1K -3,926 -2%
Citigroup
14
Citigroup
New York
$2.33M -$1.19M -89,557 -33%
Cohen & Steers
15
Cohen & Steers
New York
$2.29M -$21.6K -1,631 -0.9%
SAM
16
Selway Asset Management
$2.19M +$16.6K +1,250 +0.7%
1CP
17
1607 Capital Partners
Virginia
$1.85M +$19.1K +1,442 +1%
SFS
18
Shaker Financial Services
Virginia
$1.79M +$612K +46,124 +48%
AA
19
AQR Arbitrage
Connecticut
$1.78M +$13.8K +1,042 +0.7%
WAM
20
Wolverine Asset Management
Illinois
$1.58M -$128K -9,657 -7%
LCM
21
Landscape Capital Management
New Jersey
$1.54M +$1.11M +83,329 +219%
AA
22
Ancora Advisors
Ohio
$1.49M +$1.56M +117,500 New
VIA
23
Vident Investment Advisory
Georgia
$1.48M +$1.56M +117,248 New
DA
24
Doliver Advisors
Texas
$1.36M +$293K +22,103 +26%
CAS
25
Cue Advisory Services
Arizona
$1.22M +$128K +9,625 +11%

ERC Hedge Fund Activity: Q2 2015 in Review

57 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Allspring Multi-Sector Income Fund (ERC) for Q2 2015, worth a combined $141M — up 3.1% from $137M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ERC and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, adding an estimated $4.21M. The largest seller was Citigroup, cutting an estimated $1.19M.

  • 57 institutional investors held Allspring Multi-Sector Income Fund (ERC) as of Q2 2015, down from 60 in Q1 2015.
  • Funds reported $141M of Allspring Multi-Sector Income Fund stock for Q2 2015, up 3.1% quarter-over-quarter.
  • 5 funds opened new Allspring Multi-Sector Income Fund positions in Q2 2015 and 8 closed out, a net change of -3 holders.
  • The largest Allspring Multi-Sector Income Fund buyer in Q2 2015 was Saba Capital Management, an estimated $4.21M added.
  • The largest Allspring Multi-Sector Income Fund seller in Q2 2015 was Citigroup, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2015.