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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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42 hedge funds and large institutions have $87.6M invested in First Trust/abrdn Global Opportunity Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5% more funds holding

Funds holding: 40 → 42 (+2)

1% more capital invested

Capital invested by funds: $86.8M → $87.6M (+$763K)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.22M
2
IA
Icon Advisers
Colorado
+$2M
3
SIA
Sit Investment Associates
Minnesota
+$859K
4
AAM
Advisors Asset Management
Colorado
+$826K
5
RCM
Rivernorth Capital Management
Florida
+$434K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$490K
2
GC
Guggenheim Capital
Illinois
-$349K
3
Invesco
Invesco
Georgia
-$213K
4
AA
AQR Arbitrage
Connecticut
-$177K
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$220K -$19.3K -1,729 -8%
AG
27
Advisor Group
Arizona
$200K +$66.5K +5,971 +50%
HPC
28
HM Payson & Co
Maine
$167K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$154K – – –
DA
30
Doliver Advisors
Texas
$134K -$43.9K -3,942 -25%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$130K +$130K +11,669 New
AIA
32
Allegis Investment Advisors
Idaho
$120K +$120K +10,746 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$49K -$11.1K -1,000 -19%
IA
34
IFP Advisors
Florida
$44K – – –
AIM
35
Advantage Investment Management
Iowa
$22K – – –
MFS
36
MSI Financial Services
Massachusetts
$12K +$22 +2 +0.2%
TWA
37
TCI Wealth Advisors
Arizona
$4K +$4.45K +400 New
AA
38
Ancora Advisors
Ohio
$3K +$3.03K +272 New
TFA
39
Transamerica Financial Advisors
Florida
$2K +$1.17K +105 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.09K +188 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
EDRIA
42
Edmonds Duncan Registered Investment Advisors
Kansas
– -$148K -13,257 Closed
HK
43
Horizon Kinetics
New York
– -$120K -10,200 Closed
NFG
44
Next Financial Group
Texas
– -$49K -4,200 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$5.49K -493 -92%
AC
46
Alexandria Capital
Virginia
– -$4K -300 Closed
KA
47
Klingman & Associates
New York
– -$1K -109 Closed
1
2

FAM Hedge Fund Activity: Q4 2016 in Review

42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2016, worth a combined $87.6M — up 0.88% from $86.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FAM positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $490K.

  • 42 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2016, up from 40 in Q3 2016.
  • Funds reported $87.6M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2016, up 0.88% quarter-over-quarter.
  • 7 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2016 and 5 closed out, a net change of +2 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $2.22M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2016 was Morgan Stanley, an estimated $490K sold.

Based on aggregated 13F filings for Q4 2016.