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FAM

First Trust/abrdn Global Opportunity Income Fund
FAM

Delisted

FAM was delisted on the 20th of September, 2024.

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49 hedge funds and large institutions have $62.2M invested in First Trust/abrdn Global Opportunity Income Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

46% more capital invested

Capital invested by funds: $42.5M → $62.2M (+$19.7M)

23% more funds holding

Funds holding: 40 → 49 (+9)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.7M
2
LPL Financial
LPL Financial
California
+$2.7M
3
SIA
Sit Investment Associates
Minnesota
+$2.06M
4
BI
Bulldog Investors
New Jersey
+$1.46M
5
OA
Oxbow Advisors
Texas
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.18M
2
WAM
Wolverine Asset Management
Illinois
-$616K
3
DA
Doliver Advisors
Texas
-$446K
4
YMRC
Yorktown Management & Research Company
Virginia
-$445K
5
Morgan Stanley
Morgan Stanley
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
26
Round Table Services
New Jersey
$188K – – –
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$170K +$170K +16,787 New
IH
28
IFC Holdings
Florida
$163K -$12.9K -1,274 -7%
WAM
29
Weiss Asset Management
Massachusetts
$161K +$161K +15,894 New
HPC
30
HM Payson & Co
Maine
$152K – – –
HK
31
Horizon Kinetics
New York
$148K – – –
LCM
32
Landscape Capital Management
New Jersey
$145K -$257K -25,372 -64%
UBS Group
33
UBS Group
Switzerland
$142K -$78.3K -7,742 -36%
ICAS
34
Investors Capital Advisory Services
Massachusetts
$141K -$13.6K -1,345 -9%
AIG
35
American International Group
New York
$119K -$5.06K -500 -4%
ICOA
36
Investment Centers of America
North Dakota
$118K -$10.8K -1,069 -8%
ST
37
Sentinel Trust
Texas
$114K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$55K – – –
CFN
39
Cordasco Financial Network
Florida
$43K – – –
Creative Planning
40
Creative Planning
Kansas
$25K +$24.7K +2,439 New
IA
41
IFP Advisors
Florida
$25K +$25.3K +2,500 New
AIM
42
Advantage Investment Management
Iowa
$20K – – –
DADC
43
D.A. Davidson & Co
Montana
$19K – – –
MFS
44
MSI Financial Services
Massachusetts
$14K +$11.3K +1,120 +373%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$12K -$16.2K -1,600 -57%
Citigroup
46
Citigroup
New York
$5K +$5.66K +559 New
AIA
47
Allegis Investment Advisors
Idaho
$4K +$3.5K +346 New
TRCT
48
Tower Research Capital (TRC)
New York
$3K +$2.74K +271 New
KA
49
Klingman & Associates
New York
$1K +$1.1K +109 New
DA
50
Doliver Advisors
Texas
– -$446K -46,063 Closed
1
2
3

FAM Hedge Fund Activity: Q4 2015 in Review

49 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2015, worth a combined $62.2M — up 46% from $42.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FAM positions and 5 closed out — a net gain of 9 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.7M. The largest seller was Guggenheim Capital, cutting an estimated $1.18M.

  • 49 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2015, up from 40 in Q3 2015.
  • Funds reported $62.2M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2015, up 46% quarter-over-quarter.
  • 14 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2015 and 5 closed out, a net change of +9 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2015 was Karpus Investment Management, an estimated $11.7M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2015 was Guggenheim Capital, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2015.